Cornerstone Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cornerstone Financial Group’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	$430K	Hold	4,720	–	–	0.25%	56
2026 Q2	$414K	Buy	4,720 +85	+2%	+$7.71K	0.26%	57
2026 Q1	$424K	Sell	4,635 -930	-17%	-$84K	0.27%	54
2025 Q4	$480K	Buy	5,565 +72	+1%	+$6.15K	0.34%	50
2025 Q3	$466K	Hold	5,493	–	–	0.36%	53
2025 Q2	$462K	Buy	5,493 +9	+0.2%	+$737	0.39%	51
2025 Q1	$446K	Hold	5,484	–	–	0.4%	49
2024 Q4	$388K	Buy	+5,484	New	+$404K	0.38%	54

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 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

Cornerstone Financial Group's EFAV Position: Q3 2026 in Review

Cornerstone Financial Group held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 4,720 shares worth $430K. The position accounts for 0.25% of the portfolio, ranked #56.

Cornerstone Financial Group first reported a position in EFAV in Q4 2024 and has held it in 8 quarters since. The position peaked at $480K in Q4 2025. 441 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

Cornerstone Financial Group held 4,720 shares of iShares MSCI EAFE Min Vol Factor ETF worth $430K as of Q3 2026.
Cornerstone Financial Group left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.25% of Cornerstone Financial Group's portfolio in Q3 2026, its #56 holding.
Cornerstone Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $480K in Q4 2025.
441 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.