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Aspect Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Aspect Partners’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 		$463K Buy
5,280
+3,694
+233% +$335K 0.17% 46
2026
Q1 		$145K Buy
+1,586
New +$143K 0.06% 90
2024
Q3 		– Sell
-771
Closed -$53.5K – 566
2024
Q2 		$53.5K Hold
771
– – 0.03% 116
2024
Q1 		$54.6K Hold
771
– – 0.04% 116
2023
Q4 		$53.5K Buy
+771
New +$51.1K 0.03% 112

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
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Aspect Partners's EFAV Position: Q2 2026 in Review

Aspect Partners increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 233% in Q2 2026, buying an estimated $335K and bringing the position to 5,280 shares worth $463K. The position accounts for 0.17% of the portfolio, ranked #46.

Aspect Partners first reported a position in EFAV in Q4 2023 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Aspect Partners held 5,280 shares of iShares MSCI EAFE Min Vol Factor ETF worth $463K as of Q2 2026.
  • Aspect Partners bought 3,694 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $335K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.17% of Aspect Partners's portfolio in Q2 2026, its #46 holding.
  • Aspect Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • 171 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.