AlTi Global’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

AlTi Global’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	$523K	Buy	+5,742	New	+$531K	0.01%	327

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AlTi Global's EFAV Position: Q3 2026 in Review

AlTi Global opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2026: 5,742 shares worth $523K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings.

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

AlTi Global held 5,742 shares of iShares MSCI EAFE Min Vol Factor ETF worth $523K as of Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new AlTi Global position in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of AlTi Global's portfolio in Q3 2026, its #327 holding.
433 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on AlTi Global's 13F filing for Q3 2026, filed 9 Nov 2026.