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Cape Investment Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cape Investment Advisory’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 		$3.25K Buy
+37
New +$3.36K ﹤0.01% 1133
2026
Q1 		– Sell
-45
Closed -$3.88K – 473
2025
Q4 		$3.88K Buy
+45
New +$3.85K ﹤0.01% 968

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 22.9% 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

Cape Investment Advisory's EFAV Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 37 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #1133 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EFAV as recently as Q4 2025.

Cape Investment Advisory first reported a position in EFAV in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.88K in Q4 2025. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Cape Investment Advisory held 37 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.25K as of Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1133 holding.
  • Cape Investment Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Cape Investment Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.88K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.