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CFG Wealth Management Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

CFG Wealth Management 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
Q2 		$997K Hold
10,991
– – 0.94% 19
2026
Q1 		$997K Buy
10,991
+18
+0.2% +$1.63K 0.9% 19
2025
Q4 		$946K Buy
+10,973
New +$938K 0.86% 20

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

CFG Wealth Management Services's EFAV Position: Q2 2026 in Review

CFG Wealth Management Services held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 10,991 shares worth $997K. The position accounts for 0.94% of the portfolio, ranked #19.

CFG Wealth Management Services first reported a position in EFAV in Q4 2025 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • CFG Wealth Management Services held 10,991 shares of iShares MSCI EAFE Min Vol Factor ETF worth $997K as of Q2 2026.
  • CFG Wealth Management Services left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.94% of CFG Wealth Management Services's portfolio in Q2 2026, its #19 holding.
  • CFG Wealth Management Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.