Claro Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Claro Advisors’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 Q3	$268K	Sell	2,944 -21	-0.7%	-$1.94K	0.03%	435
2026 Q2	$260K	Buy	2,965 +21	+0.7%	+$1.91K	0.03%	445
2026 Q1	$269K	Hold	2,944	–	–	0.03%	404
2025 Q4	$254K	Hold	2,944	–	–	0.03%	368
2025 Q3	$250K	Buy	2,944 +180	+7%	+$15.2K	0.04%	346
2025 Q2	$232K	Sell	2,764 -25	-0.9%	-$2.05K	0.04%	339
2025 Q1	$217K	Buy	+2,789	New	+$208K	0.03%	463
2019 Q1	–	Sell	-1,896	Closed	-$138K	–	373
2018 Q4	$138K	Buy	+1,896	New	+$130K	0.11%	176

Other funds holding EFAV

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Claro Advisors's EFAV Position: Q3 2026 in Review

Claro Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.71% in Q3 2026, selling an estimated $1.94K and leaving 2,944 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #435.

Claro Advisors first reported a position in EFAV in Q4 2018 and has held it in 8 quarters since. The position peaked at $269K in Q1 2026. 353 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

Claro Advisors held 2,944 shares of iShares MSCI EAFE Min Vol Factor ETF worth $268K as of Q3 2026.
Claro Advisors sold 21 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $1.94K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #435 holding.
Claro Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 8 quarters since.
Claro Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $269K in Q1 2026.
353 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.