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Caliber Wealth Management (Kansas)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Caliber Wealth Management (Kansas)’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 		$331K Sell
3,774
-23
-0.6% -$2.09K 0.03% 228
2026
Q1 		$347K Sell
3,797
-375
-9% -$33.9K 0.04% 204
2025
Q4 		$360K Sell
4,172
-298
-7% -$25.5K 0.04% 203
2025
Q3 		$379K Sell
4,470
-501
-10% -$42.3K 0.04% 194
2025
Q2 		$418K Sell
4,971
-144
-3% -$11.8K 0.04% 199
2025
Q1 		$399K Buy
+5,115
New +$382K 0.05% 177

Other funds holding EFAV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Caliber Wealth Management (Kansas)'s EFAV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.61% in Q2 2026, selling an estimated $2.09K and leaving 3,774 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #228.

Caliber Wealth Management (Kansas) first reported a position in EFAV in Q1 2025 and has held it in 6 quarters since. The position peaked at $418K in Q2 2025. 224 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 3,774 shares of iShares MSCI EAFE Min Vol Factor ETF worth $331K as of Q2 2026.
  • Caliber Wealth Management (Kansas) 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 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #228 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares MSCI EAFE Min Vol Factor ETF position peaked at $418K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.