Archford Capital Strategies’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Archford Capital Strategies’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 Q1	–	Sell	-2,914	Closed	-$251K	–	354
2025 Q4	$251K	Sell	2,914 -151	-5%	-$12.9K	0.03%	303
2025 Q3	$260K	Sell	3,065 -5,205	-63%	-$439K	0.03%	286
2025 Q2	$695K	Sell	8,270 -10,273	-55%	-$841K	0.09%	190
2025 Q1	$1.44M	Sell	18,543 -716	-4%	-$53.5K	0.21%	117
2024 Q4	$1.36M	Sell	19,259 -5,114	-21%	-$376K	0.21%	114
2024 Q3	$1.85M	Sell	24,373 -3,307	-12%	-$244K	0.28%	90
2024 Q2	$1.92M	Sell	27,680 -216	-0.8%	-$15.2K	0.31%	79
2024 Q1	$1.98M	Sell	27,896 -424	-1%	-$29.5K	0.33%	80
2023 Q4	$1.96M	Buy	28,320 +2,498	+10%	+$166K	0.36%	73
2023 Q3	$1.68M	Sell	25,822 -619	-2%	-$41.6K	0.34%	73
2023 Q2	$1.81M	Sell	26,441 -458	-2%	-$31.6K	0.34%	66
2023 Q1	$1.84M	Sell	26,899 -66,515	-71%	-$4.38M	0.38%	62
2022 Q4	$5.94M	Buy	93,414 +15,681	+20%	+$958K	1.37%	13
2022 Q3	$4.43M	Buy	77,733 +942	+1%	+$59.1K	1.14%	21
2022 Q2	$4.86M	Buy	76,791 +1,468	+2%	+$98.6K	1.22%	17
2022 Q1	$5.45M	Buy	75,323 +16,458	+28%	+$1.19M	1.21%	20
2021 Q4	$4.52M	Sell	58,865 -118	-0.2%	-$8.99K	1.03%	24
2021 Q3	$4.44M	Buy	58,983 +28,739	+95%	+$2.23M	1.05%	22
2021 Q2	$2.29M	Buy	30,244 +1,283	+4%	+$96.7K	0.57%	38
2021 Q1	$2.16M	Buy	28,961 +218	+0.8%	+$16K	0.57%	40
2020 Q4	$2.15M	Buy	28,743 +1,002	+4%	+$70.6K	0.49%	52
2020 Q3	$1.89M	Sell	27,741 -163	-0.6%	-$11.1K	0.51%	54
2020 Q2	$1.84M	Sell	27,904 -24,319	-47%	-$1.58M	0.55%	51
2020 Q1	$3.24M	Buy	52,223 +2,134	+4%	+$150K	1.27%	14
2019 Q4	$3.73M	Sell	50,089 -6,655	-12%	-$496K	1.29%	13
2019 Q3	$4.16M	Buy	56,744 +452	+0.8%	+$32.7K	1.55%	10
2019 Q2	$4.09M	Sell	56,292 -3,654	-6%	-$263K	1.49%	11
2019 Q1	$4.32M	Buy	59,946 +13,618	+29%	+$954K	1.59%	8
2018 Q4	$3.09M	Buy	46,328 +24,810	+115%	+$1.7M	1.24%	14
2018 Q3	$1.57M	Buy	+21,518	New	+$1.55M	0.57%	45

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Archford Capital Strategies's EFAV Position: Q1 2026 in Review

Archford Capital Strategies sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 2,914 shares — an estimated $251K sold.

Archford Capital Strategies first reported a position in EFAV in Q3 2018 and held it in 30 quarters. The position peaked at $5.94M in Q4 2022. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Archford Capital Strategies reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Archford Capital Strategies sold 2,914 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $251K.
Archford Capital Strategies first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2018 and held it in 30 quarters.
Archford Capital Strategies's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.94M in Q4 2022.
539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Archford Capital Strategies's 13F filing for Q1 2026, filed 15 Apr 2026.