Concurrent Investment Advisors
EFAV icon

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

Concurrent Investment 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 		$3.35M Buy
36,811
+11,075
+43% +$1.02M 0.02% 604
2026
Q2 		$2.26M Buy
25,736
+23,035
+853% +$2.09M 0.02% 682
2026
Q1 		$247K Sell
2,701
-16,811
-86% -$1.52M ﹤0.01% 1615
2025
Q4 		$1.68M Buy
19,512
+7,829
+67% +$669K 0.02% 634
2025
Q3 		$991K Sell
11,683
-6,518
-36% -$550K 0.02% 659
2025
Q2 		$1.53M Buy
+18,201
New +$1.49M 0.03% 498

Other funds holding EFAV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Concurrent Investment Advisors's EFAV Position: Q3 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 43% in Q3 2026, buying an estimated $1.02M and bringing the position to 36,811 shares worth $3.35M. The position accounts for 0.02% of the portfolio, ranked #604.

Concurrent Investment Advisors first reported a position in EFAV in Q2 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Concurrent Investment Advisors held 36,811 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.35M as of Q3 2026.
  • Concurrent Investment Advisors bought 11,075 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $1.02M.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q3 2026, its #604 holding.
  • Concurrent Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.