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Cornerstone Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cornerstone Wealth Management’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 		$692K Buy
7,890
+2
+0% +$181 0.03% 413
2026
Q1 		$721K Sell
7,888
-49
-0.6% -$4.43K 0.04% 370
2025
Q4 		$685K Buy
7,937
+182
+2% +$15.6K 0.04% 357
2025
Q3 		$658K Sell
7,755
-39
-0.5% -$3.29K 0.04% 352
2025
Q2 		$655K Sell
7,794
-229
-3% -$18.7K 0.04% 336
2025
Q1 		$625K Sell
8,023
-7
-0.1% -$523 0.04% 326
2024
Q4 		$568K Buy
8,030
+1
+0% +$74 0.04% 328
2024
Q3 		$616K Sell
8,029
-159
-2% -$11.7K 0.04% 309
2024
Q2 		$568K Sell
8,188
-127
-2% -$8.91K 0.04% 307
2024
Q1 		$589K Buy
8,315
+38
+0.5% +$2.64K 0.05% 303
2023
Q4 		$574K Sell
8,277
-110
-1% -$7.29K 0.05% 289
2023
Q3 		$547K Buy
8,387
+554
+7% +$37.2K 0.05% 279
2023
Q2 		$529K Buy
+7,833
New +$540K 0.05% 296
2021
Q4 		– Sell
-2,690
Closed -$203K – 507
2021
Q3 		$203K Sell
2,690
-202
-7% -$15.7K 0.02% 436
2021
Q2 		$218K Sell
2,892
-27
-0.9% -$2.03K 0.02% 434
2021
Q1 		$213K Sell
2,919
-134
-4% -$9.83K 0.03% 423
2020
Q4 		$224K Sell
3,053
-2,239
-42% -$158K 0.03% 378
2020
Q3 		$361K Sell
5,292
-3,620
-41% -$246K 0.05% 265
2020
Q2 		$589K Sell
8,912
-731
-8% -$47.4K 0.1% 191
2020
Q1 		$598K Buy
9,643
+1,029
+12% +$72.3K 0.12% 175
2019
Q4 		$642K Sell
8,614
-1,324
-13% -$98.7K 0.1% 178
2019
Q3 		$728K Sell
9,938
-2,194
-18% -$159K 0.13% 160
2019
Q2 		$882K Sell
12,132
-470
-4% -$33.8K 0.16% 140
2019
Q1 		$1.53M Buy
12,602
+266
+2% +$18.6K 0.19% 135
2018
Q4 		$822K Buy
+12,336
New +$848K 0.18% 126
2018
Q1 		$4.16M Buy
57,035
+9,210
+19% +$680K 0.79% 22
2017
Q4 		$3.55M Buy
47,825
+28,257
+144% +$2.04M 0.67% 29
2017
Q3 		$1.39M Buy
19,568
+896
+5% +$63.1K 0.29% 72
2017
Q2 		$1.28M Sell
18,672
-5,861
-24% -$404K 0.29% 75
2017
Q1 		$1.62M Buy
24,533
+836
+4% +$53.5K 0.4% 47
2016
Q4 		$1.45M Sell
23,697
-8,944
-27% -$565K 0.47% 42
2016
Q3 		$2.19M Buy
+32,641
New +$2.2M 0.81% 23
2016
Q1 		$2.34M Buy
+34,444
New +$2.19M 1.77% 17

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

Cornerstone Wealth Management's EFAV Position: Q2 2026 in Review

Cornerstone Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.03% in Q2 2026, buying an estimated $181 and bringing the position to 7,890 shares worth $692K. The position accounts for 0.03% of the portfolio, ranked #413.

Cornerstone Wealth Management first reported a position in EFAV in Q1 2016 and has held it in 33 quarters since. The position peaked at $4.16M in Q1 2018. 532 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Cornerstone Wealth Management held 7,890 shares of iShares MSCI EAFE Min Vol Factor ETF worth $692K as of Q2 2026.
  • Cornerstone Wealth Management bought 2 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $181.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Cornerstone Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and has held it in 33 quarters since.
  • Cornerstone Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.16M in Q1 2018.
  • 532 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.