AWM
EFAV icon

Apollon Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Apollon Wealth Management’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
Q2 		$228K Buy
2,605
+21
+0.8% +$1.91K ﹤0.01% 1428
2026
Q1 		$236K Sell
2,584
-124
-5% -$11.2K ﹤0.01% 1242
2025
Q4 		$234K Sell
2,708
-166
-6% -$14.2K ﹤0.01% 1166
2025
Q3 		$244K Buy
2,874
+13
+0.5% +$1.1K ﹤0.01% 1134
2025
Q2 		$240K Buy
2,861
+162
+6% +$13.3K ﹤0.01% 1099
2025
Q1 		$210K Sell
2,699
-1,640
-38% -$122K ﹤0.01% 1086
2024
Q4 		$307K Buy
4,339
+199
+5% +$14.6K 0.01% 932
2024
Q3 		$318K Sell
4,140
-533
-11% -$39.4K 0.01% 894
2024
Q2 		$324K Sell
4,673
-78
-2% -$5.47K 0.01% 826
2024
Q1 		$337K Sell
4,751
-587
-11% -$40.8K 0.01% 828
2023
Q4 		$370K Buy
+5,338
New +$354K 0.01% 766
2020
Q3 		– Sell
-1,354
Closed -$89K – 303
2020
Q2 		$89K Buy
+1,354
New +$87.9K 0.05% 179

Other funds holding EFAV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apollon Wealth Management's EFAV Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.81% in Q2 2026, buying an estimated $1.91K and bringing the position to 2,605 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Apollon Wealth Management first reported a position in EFAV in Q2 2020 and has held it in 12 quarters since. The position peaked at $370K in Q4 2023. 149 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Apollon Wealth Management held 2,605 shares of iShares MSCI EAFE Min Vol Factor ETF worth $228K as of Q2 2026.
  • Apollon Wealth Management bought 21 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.91K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1428 holding.
  • Apollon Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2020 and has held it in 12 quarters since.
  • Apollon Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $370K in Q4 2023.
  • 149 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.