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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Financial Group's EFAV Position: Q2 2026 in Review

Cornerstone Financial Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.8% in Q2 2026, buying an estimated $7.71K and bringing the position to 4,720 shares worth $414K. The position accounts for 0.26% of the portfolio, ranked #57.

Cornerstone Financial Group first reported a position in EFAV in Q4 2024 and has held it in 7 quarters since. The position peaked at $480K in Q4 2025. 403 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Cornerstone Financial Group held 4,720 shares of iShares MSCI EAFE Min Vol Factor ETF worth $414K as of Q2 2026.
Cornerstone Financial Group bought 85 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $7.71K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.26% of Cornerstone Financial Group's portfolio in Q2 2026, its #57 holding.
Cornerstone Financial Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Cornerstone Financial Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $480K in Q4 2025.
403 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.