STACKSTONE WEALTH, LLC’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.78M	Buy	+41,501	New	+$3.84M	0.37%	67

Other funds holding EFAV

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

STACKSTONE WEALTH, LLC's EFAV Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2026: 41,501 shares worth $3.78M. The stake represents 0.37% of the portfolio and ranks #67 among its holdings.

101 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

STACKSTONE WEALTH, LLC held 41,501 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.78M as of Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.37% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #67 holding.
101 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.