Cardiff Park Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cardiff Park 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	$391K	Buy	4,462 +18	+0.4%	+$1.63K	0.03%	197
2026 Q1	$406K	Hold	4,444	–	–	0.03%	202
2025 Q4	$383K	Buy	4,444 +12	+0.3%	+$1.03K	0.03%	196
2025 Q3	$376K	Hold	4,432	–	–	0.03%	212
2025 Q2	$373K	Buy	4,432 +17	+0.4%	+$1.39K	0.03%	200
2025 Q1	$344K	Sell	4,415 -41	-0.9%	-$3.06K	0.03%	199
2024 Q4	$315K	Buy	4,456 +12	+0.3%	+$883	0.03%	204
2024 Q3	$341K	Hold	4,444	–	–	0.03%	193
2024 Q2	$308K	Buy	4,444 +485	+12%	+$34K	0.03%	193
2024 Q1	$281K	Hold	3,959	–	–	0.03%	210
2023 Q4	$275K	Buy	3,959 +5	+0.1%	+$331	0.03%	193
2023 Q3	$258K	Sell	3,954 -1,201	-23%	-$80.7K	0.03%	188
2023 Q2	$348K	Buy	5,155 +31	+0.6%	+$2.14K	0.04%	175
2023 Q1	$347K	Hold	5,124	–	–	0.05%	169
2022 Q4	$326K	Buy	5,124 +12	+0.2%	+$733	0.05%	187
2022 Q3	$291K	Sell	5,112 -4,434	-46%	-$278K	0.05%	190
2022 Q2	$604K	Buy	9,546 +107	+1%	+$7.19K	0.09%	122
2022 Q1	$681K	Hold	9,439	–	–	0.1%	111
2021 Q4	$725K	Buy	+9,439	New	+$720K	0.1%	108

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cardiff Park Advisors's EFAV Position: Q2 2026 in Review

Cardiff Park Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.41% in Q2 2026, buying an estimated $1.63K and bringing the position to 4,462 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #197.

Cardiff Park Advisors first reported a position in EFAV in Q4 2021 and has held it in 19 quarters since. The position peaked at $725K in Q4 2021. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Cardiff Park Advisors held 4,462 shares of iShares MSCI EAFE Min Vol Factor ETF worth $391K as of Q2 2026.
Cardiff Park Advisors bought 18 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.63K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Cardiff Park Advisors's portfolio in Q2 2026, its #197 holding.
Cardiff Park Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
Cardiff Park Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $725K in Q4 2021.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.