Arkadios Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Arkadios Wealth Advisors’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	$2.15M	Sell	24,550 -353	-1%	-$32K	0.03%	508
2026 Q1	$2.28M	Sell	24,903 -1,126	-4%	-$102K	0.04%	462
2025 Q4	$2.25M	Buy	26,029 +11,843	+83%	+$1.01M	0.04%	418
2025 Q3	$1.2M	Sell	14,186 -1,041	-7%	-$87.9K	0.03%	571
2025 Q2	$1.28M	Sell	15,227 -234	-2%	-$19.2K	0.04%	479
2025 Q1	$1.2M	Buy	+15,461	New	+$1.15M	0.05%	402
2021 Q4	–	Sell	-300	Closed	-$22K	–	897
2021 Q3	$22K	Hold	300	–	–	﹤0.01%	1171
2021 Q2	$22K	Sell	300 -70	-19%	-$5.27K	﹤0.01%	1240
2021 Q1	$27K	Buy	+370	New	+$27.2K	﹤0.01%	881

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SAM

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

Arkadios Wealth Advisors's EFAV Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.4% in Q2 2026, selling an estimated $32K and leaving 24,550 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #508.

Arkadios Wealth Advisors first reported a position in EFAV in Q1 2021 and has held it in 9 quarters since. The position peaked at $2.28M in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Arkadios Wealth Advisors held 24,550 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.15M as of Q2 2026.
Arkadios Wealth Advisors sold 353 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $32K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #508 holding.
Arkadios Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2021 and has held it in 9 quarters since.
Arkadios Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.28M in Q1 2026.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.