Cerity Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cerity Partners’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	$2.46M	Buy	28,009 +322	+1%	+$29.2K	﹤0.01%	1477
2026 Q1	$2.53M	Buy	27,687 +1,486	+6%	+$134K	﹤0.01%	1348
2025 Q4	$2.26M	Buy	26,201 +5,615	+27%	+$480K	﹤0.01%	1324
2025 Q3	$1.75M	Sell	20,586 -1,242	-6%	-$105K	﹤0.01%	1352
2025 Q2	$1.83M	Sell	21,828 -157	-0.7%	-$12.8K	﹤0.01%	1258
2025 Q1	$1.71M	Sell	21,985 -797	-3%	-$59.5K	﹤0.01%	1191
2024 Q4	$1.61M	Buy	22,782 +12,994	+133%	+$956K	﹤0.01%	1199
2024 Q3	$751K	Sell	9,788 -249	-2%	-$18.4K	﹤0.01%	1550
2024 Q2	$696K	Sell	10,037 -1,103	-10%	-$77.4K	﹤0.01%	1389
2024 Q1	$790K	Sell	11,140 -1,610	-13%	-$112K	﹤0.01%	1385
2023 Q4	$884K	Buy	+12,750	New	+$845K	﹤0.01%	1031
2023 Q3	–	Sell	-14,272	Closed	-$963K	–	1477
2023 Q2	$963K	Sell	14,272 -2,507	-15%	-$173K	﹤0.01%	935
2023 Q1	$1.14M	Buy	16,779 +2,558	+18%	+$168K	﹤0.01%	921
2022 Q4	$904K	Buy	14,221 +9,918	+230%	+$606K	0.01%	723
2022 Q3	$245K	Sell	4,303 -11,183	-72%	-$701K	﹤0.01%	979
2022 Q2	$981K	Sell	15,486 -1,114	-7%	-$74.9K	0.01%	556
2022 Q1	$1.2M	Sell	16,600 -1,325	-7%	-$96.2K	0.02%	411
2021 Q4	$1.38M	Buy	17,925 +13,853	+340%	+$1.06M	0.02%	382
2021 Q3	$307K	Sell	4,072 -1,634	-29%	-$127K	0.01%	558
2021 Q2	$431K	Sell	5,706 -1,228	-18%	-$92.5K	0.01%	500
2021 Q1	$506K	Sell	6,934 -1,492	-18%	-$109K	0.01%	445
2020 Q4	$619K	Sell	8,426 -936	-10%	-$65.9K	0.02%	374
2020 Q3	$638K	Sell	9,362 -106	-1%	-$7.22K	0.03%	293
2020 Q2	$625K	Buy	9,468 +731	+8%	+$47.4K	0.03%	257
2020 Q1	$542K	Buy	8,737 +60	+0.7%	+$4.22K	0.03%	273
2019 Q4	$646K	Buy	8,677 +564	+7%	+$42K	0.03%	298
2019 Q3	$595K	Buy	8,113 +2,067	+34%	+$150K	0.03%	293
2019 Q2	$439K	Buy	+6,046	New	+$435K	0.03%	336

Other funds holding EFAV

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cerity Partners's EFAV Position: Q2 2026 in Review

Cerity Partners increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.2% in Q2 2026, buying an estimated $29.2K and bringing the position to 28,009 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Cerity Partners first reported a position in EFAV in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.53M in Q1 2026. 510 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Cerity Partners held 28,009 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.46M as of Q2 2026.
Cerity Partners bought 322 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $29.2K.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1477 holding.
Cerity Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and has held it in 28 quarters since.
Cerity Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.53M in Q1 2026.
510 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.