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

BCU 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 		– Sell
-2,328
Closed -$213K – 64
2026
Q1 		$213K Hold
2,328
– – 0.08% 60
2025
Q4 		$201K Buy
+2,328
New +$199K 0.08% 61

Other funds holding EFAV

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

BCU Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 2,328 shares — an estimated $213K sold.

BCU Wealth Advisors first reported a position in EFAV in Q4 2025 and held it in 2 quarters. The position peaked at $213K in Q1 2026. 122 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • BCU Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • BCU Wealth Advisors sold 2,328 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $213K.
  • BCU Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and held it in 2 quarters.
  • BCU Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $213K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.