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

CBIZ Investment Advisory Services’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
Q1 		– Sell
-2,206
Closed -$190K – 513
2025
Q4 		$190K Buy
+2,206
New +$189K 0.01% 58

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BlackRock
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Morgan Stanley
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WBG
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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

CBIZ Investment Advisory Services's EFAV Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 2,206 shares — an estimated $190K sold.

CBIZ Investment Advisory Services first reported a position in EFAV in Q4 2025 and held it in 1 quarter. The position peaked at $190K in Q4 2025. 544 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 2,206 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $190K.
  • CBIZ Investment Advisory Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $190K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.