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Cassaday & Co Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cassaday & Co 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 		– Sell
-68
Closed -$6.21K – 1340
2026
Q1 		$6.21K Buy
+68
New +$6.14K ﹤0.01% 942

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

Cassaday & Co Wealth Management's EFAV Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 68 shares — an estimated $6.21K sold.

Cassaday & Co Wealth Management first reported a position in EFAV in Q1 2026 and held it in 1 quarter. The position peaked at $6.21K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 68 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $6.21K.
  • Cassaday & Co Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.21K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.