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

CFS 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
Q2 		$944K Hold
10,607
– – 0.06% 198
2026
Q1 		$990K Hold
10,607
– – 0.07% 197
2025
Q4 		$915K Sell
10,607
-394
-4% -$33.7K 0.07% 191
2025
Q3 		$942K Sell
11,001
-122
-1% -$10.3K 0.07% 184
2025
Q2 		$935K Sell
11,123
-715
-6% -$58.5K 0.08% 180
2025
Q1 		$922K Sell
11,838
-289
-2% -$21.6K 0.08% 175
2024
Q4 		$858K Buy
12,127
+163
+1% +$12K 0.08% 167
2024
Q3 		$918K Sell
11,964
-377
-3% -$27.8K 0.08% 160
2024
Q2 		$856K Sell
12,341
-7,505
-38% -$527K 0.07% 151
2024
Q1 		$1.41M Sell
19,846
-733
-4% -$51K 0.24% 64
2023
Q4 		$1.43M Sell
20,579
-1,430
-6% -$94.8K 0.26% 61
2023
Q3 		$1.44M Sell
22,009
-558
-2% -$37.5K 0.23% 72
2023
Q2 		$1.52M Sell
22,567
-46
-0.2% -$3.17K 0.19% 94
2023
Q1 		$1.53M Sell
22,613
-936
-4% -$61.6K 0.28% 58
2022
Q4 		$1.5M Sell
23,549
-7,591
-24% -$464K 0.34% 45
2022
Q3 		$1.77M Sell
31,140
-7,185
-19% -$451K 0.46% 31
2022
Q2 		$2.43M Buy
+38,325
New +$2.58M 0.37% 54
2021
Q4 		$4.26M Sell
58,473
-10,460
-15% -$797K 0.57% 34
2021
Q3 		$5.19M Buy
+68,933
New +$5.35M 0.71% 29
2020
Q4 		$6.63M Buy
+90,257
New +$6.36M 1.06% 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

CFS Investment Advisory Services's EFAV Position: Q2 2026 in Review

CFS Investment Advisory Services held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 10,607 shares worth $944K. The position accounts for 0.06% of the portfolio, ranked #198.

CFS Investment Advisory Services first reported a position in EFAV in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.63M in Q4 2020. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • CFS Investment Advisory Services held 10,607 shares of iShares MSCI EAFE Min Vol Factor ETF worth $944K as of Q2 2026.
  • CFS Investment Advisory 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 0.06% of CFS Investment Advisory Services's portfolio in Q2 2026, its #198 holding.
  • CFS Investment Advisory Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 20 quarters since.
  • CFS Investment Advisory Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.63M in Q4 2020.
  • 531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.