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

BCGM 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 		$294K Sell
3,353
-23
-0.7% -$2.09K 0.06% 156
2026
Q1 		$308K Sell
3,376
-58
-2% -$5.24K 0.08% 147
2025
Q4 		$296K Buy
3,434
+28
+0.8% +$2.39K 0.08% 147
2025
Q3 		$289K Hold
3,406
– – 0.08% 149
2025
Q2 		$286K Sell
3,406
-177
-5% -$14.5K 0.08% 140
2025
Q1 		$279K Sell
3,583
-2,220
-38% -$166K 0.09% 134
2024
Q4 		$410K Sell
5,803
-84
-1% -$6.18K 0.13% 108
2024
Q3 		$452K Sell
5,887
-50
-0.8% -$3.69K 0.15% 100
2024
Q2 		$412K Sell
5,937
-51
-0.9% -$3.58K 0.14% 102
2024
Q1 		$424K Hold
5,988
– – 0.15% 97
2023
Q4 		$415K Buy
5,988
+46
+0.8% +$3.05K 0.17% 87
2023
Q3 		$388K Sell
5,942
-1,966
-25% -$132K 0.18% 81
2023
Q2 		$534K Buy
7,908
+2,516
+47% +$173K 0.24% 68
2023
Q1 		$365K Sell
5,392
-3,458
-39% -$228K 0.18% 79
2022
Q4 		$563K Sell
8,850
-338
-4% -$20.6K 0.27% 64
2022
Q3 		$535K Sell
9,188
-604
-6% -$37.9K 0.27% 63
2022
Q2 		$643K Sell
9,792
-1,403
-13% -$94.3K 0.33% 61
2022
Q1 		$766K Sell
11,195
-642
-5% -$46.6K 0.42% 54
2021
Q4 		$909K Sell
11,837
-252
-2% -$19.2K 0.49% 50
2021
Q3 		$927K Sell
12,089
-306
-2% -$23.8K 0.52% 49
2021
Q2 		$958K Sell
12,395
-830
-6% -$62.5K 0.57% 39
2021
Q1 		$984K Sell
13,225
-15
-0.1% -$1.1K 0.67% 32
2020
Q4 		$988K Buy
+13,240
New +$933K 0.7% 28

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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

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

BCGM Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.68% in Q2 2026, selling an estimated $2.09K and leaving 3,353 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #156.

BCGM Wealth Management first reported a position in EFAV in Q4 2020 and has held it in 23 quarters since. The position peaked at $988K in Q4 2020. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • BCGM Wealth Management held 3,353 shares of iShares MSCI EAFE Min Vol Factor ETF worth $294K as of Q2 2026.
  • BCGM Wealth Management sold 23 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $2.09K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.06% of BCGM Wealth Management's portfolio in Q2 2026, its #156 holding.
  • BCGM Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • BCGM Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $988K in Q4 2020.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.