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Csenge Advisory Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Csenge Advisory 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 		$269K Buy
3,072
+255
+9% +$23.1K 0.01% 636
2026
Q1 		$257K Buy
2,817
+52
+2% +$4.7K 0.01% 619
2025
Q4 		$238K Buy
2,765
+278
+11% +$23.8K 0.01% 645
2025
Q3 		$211K Sell
2,487
-975
-28% -$82.3K 0.01% 647
2025
Q2 		$292K Sell
3,462
-164
-5% -$13.4K 0.02% 564
2025
Q1 		$290K Buy
3,626
+759
+26% +$56.7K 0.02% 544
2024
Q4 		$203K Buy
2,867
+16
+0.6% +$1.18K 0.01% 667
2024
Q3 		$216K Buy
+2,851
New +$211K 0.01% 652
2022
Q3 		– Sell
-15,965
Closed -$1.01M – 616
2022
Q2 		$1.01M Buy
15,965
+826
+5% +$55.5K 0.08% 203
2022
Q1 		$1.09M Buy
15,139
+3,230
+27% +$234K 0.09% 201
2021
Q4 		$900K Sell
11,909
-2,464
-17% -$188K 0.08% 217
2021
Q3 		$1.08M Buy
14,373
+2,464
+21% +$191K 0.09% 204
2021
Q2 		$900K Buy
11,909
+2,889
+32% +$218K 0.08% 217
2021
Q1 		$670K Buy
+9,020
New +$662K 0.07% 219
2019
Q4 		– Sell
-3,496
Closed -$256K – 295
2019
Q3 		$256K Sell
3,496
-21
-0.6% -$1.52K 0.07% 222
2019
Q2 		$255K Buy
+3,517
New +$253K 0.09% 160
2019
Q1 		– Sell
-8,115
Closed -$540K – 197
2018
Q4 		$540K Buy
8,115
+6,850
+542% +$471K 0.2% 90
2018
Q3 		$87K Sell
1,265
-17,589
-93% -$1.27M 0.03% 250
2018
Q2 		$1.34M Buy
18,854
+5,808
+45% +$427K 0.49% 49
2018
Q1 		$961K Buy
13,046
+8,968
+220% +$662K 0.33% 73
2017
Q4 		$298K Buy
+4,078
New +$294K 0.11% 174

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

Csenge Advisory Group's EFAV Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 9.1% in Q2 2026, buying an estimated $23.1K and bringing the position to 3,072 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #636.

Csenge Advisory Group first reported a position in EFAV in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.34M in Q2 2018. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Csenge Advisory Group held 3,072 shares of iShares MSCI EAFE Min Vol Factor ETF worth $269K as of Q2 2026.
  • Csenge Advisory Group bought 255 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $23.1K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #636 holding.
  • Csenge Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and has held it in 21 quarters since.
  • Csenge Advisory Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.34M in Q2 2018.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.