Ceera Investments’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ceera Investments’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	$374K	Buy	4,090 +280	+7%	+$25.3K	0.16%	67
2025 Q4	$329K	Hold	3,810	–	–	0.13%	68
2025 Q3	$323K	Hold	3,810	–	–	0.1%	90
2025 Q2	$320K	Hold	3,810	–	–	0.1%	91
2025 Q1	$297K	Hold	3,810	–	–	0.1%	79
2024 Q4	$269K	Hold	3,810	–	–	0.09%	86
2024 Q3	$292K	Hold	3,810	–	–	0.11%	83
2024 Q2	$264K	Hold	3,810	–	–	0.11%	84
2024 Q1	$270K	Hold	3,810	–	–	0.12%	78
2023 Q4	$264K	Hold	3,810	–	–	0.12%	71
2023 Q3	$248K	Hold	3,810	–	–	0.14%	70
2023 Q2	$257K	Hold	3,810	–	–	0.15%	66
2023 Q1	$258K	Hold	3,810	–	–	0.16%	64
2022 Q4	$242K	Sell	3,810 -210	-5%	-$12.8K	0.15%	72
2022 Q3	$229K	Buy	4,020 +175	+5%	+$11K	0.15%	66
2022 Q2	$243K	Hold	3,845	–	–	0.14%	63
2022 Q1	$277K	Buy	3,845 +125	+3%	+$9.07K	0.14%	65
2021 Q4	$286K	Sell	3,720 -30	-0.8%	-$2.29K	0.15%	59
2021 Q3	$283K	Buy	3,750 +325	+9%	+$25.2K	0.16%	57
2021 Q2	$259K	Buy	+3,425	New	+$258K	0.2%	55

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Ceera Investments's EFAV Position: Q1 2026 in Review

Ceera Investments increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 7.3% in Q1 2026, buying an estimated $25.3K and bringing the position to 4,090 shares worth $374K. The position accounts for 0.16% of the portfolio, ranked #67.

Ceera Investments first reported a position in EFAV in Q2 2021 and has held it in 20 quarters since. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Ceera Investments held 4,090 shares of iShares MSCI EAFE Min Vol Factor ETF worth $374K as of Q1 2026.
Ceera Investments bought 280 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $25.3K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.16% of Ceera Investments's portfolio in Q1 2026, its #67 holding.
Ceera Investments first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2021 and has held it in 20 quarters since.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.