Armbruster Capital Management
EFAV icon

Armbruster Capital Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Armbruster Capital 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
Q3 		$21.1M Buy
231,663
+2,731
+1% +$253K 3.17% 11
2026
Q2 		$20.1M Buy
228,932
+7,506
+3% +$681K 2.99% 11
2026
Q1 		$20.2M Buy
221,426
+2,133
+1% +$193K 3.32% 11
2025
Q4 		$18.9M Buy
219,293
+2,355
+1% +$201K 3.18% 11
2025
Q3 		$18.4M Buy
216,938
+5,618
+3% +$474K 3.13% 11
2025
Q2 		$17.8M Buy
211,320
+8,673
+4% +$710K 3.22% 11
2025
Q1 		$15.8M Buy
202,647
+5,127
+3% +$383K 3.15% 10
2024
Q4 		$14M Buy
197,520
+3,509
+2% +$258K 2.84% 12
2024
Q3 		$14.9M Sell
194,011
-11,338
-6% -$837K 2.96% 12
2024
Q2 		$14.2M Buy
205,349
+7,219
+4% +$507K 2.96% 12
2024
Q1 		$14M Buy
198,130
+2,075
+1% +$144K 2.99% 11
2023
Q4 		$13.6M Sell
196,055
-324
-0.2% -$21.5K 3.1% 11
2023
Q3 		$12.8M Buy
196,379
+4,619
+2% +$310K 3.24% 10
2023
Q2 		$12.9M Buy
191,760
+3,136
+2% +$216K 3.19% 10
2023
Q1 		$12.8M Buy
188,624
+2,609
+1% +$172K 3.26% 10
2022
Q4 		$11.8M Sell
186,015
-2,885
-2% -$176K 3.07% 11
2022
Q3 		$10.8M Buy
188,900
+4,937
+3% +$310K 3.07% 11
2022
Q2 		$11.6M Buy
183,963
+13,381
+8% +$899K 3.15% 10
2022
Q1 		$12.3M Sell
170,582
-1,850
-1% -$134K 2.96% 10
2021
Q4 		$13.2M Buy
172,432
+15,142
+10% +$1.15M 3.03% 10
2021
Q3 		$11.8M Buy
157,290
+7,460
+5% +$579K 3.39% 10
2021
Q2 		$11.3M Buy
149,830
+9,990
+7% +$753K 3.19% 10
2021
Q1 		$10.2M Buy
139,840
+4,415
+3% +$324K 3.02% 12
2020
Q4 		$9.9M Buy
135,425
+6,980
+5% +$492K 3.34% 11
2020
Q3 		$8.75M Buy
128,445
+2,865
+2% +$195K 3.36% 11
2020
Q2 		$8.3M Buy
125,580
+31,180
+33% +$2.02M 3.33% 11
2020
Q1 		$5.86M Buy
+94,400
New +$6.63M 2.76% 11

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Armbruster Capital Management's EFAV Position: Q3 2026 in Review

Armbruster Capital Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.2% in Q3 2026, buying an estimated $253K and bringing the position to 231,663 shares worth $21.1M. The position accounts for 3.17% of the portfolio, ranked #11.

Armbruster Capital Management first reported a position in EFAV in Q1 2020 and has held it in 27 quarters since. 491 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Armbruster Capital Management held 231,663 shares of iShares MSCI EAFE Min Vol Factor ETF worth $21.1M as of Q3 2026.
  • Armbruster Capital Management bought 2,731 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $253K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 3.17% of Armbruster Capital Management's portfolio in Q3 2026, its #11 holding.
  • Armbruster Capital Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and has held it in 27 quarters since.
  • 491 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.