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Financial Management Professionals’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Financial Management Professionals’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 		– Sell
-1,163
Closed -$106K – 1069
2026
Q1 		$106K Buy
1,163
+248
+27% +$22.4K 0.01% 192
2025
Q4 		$78.9K Buy
915
+629
+220% +$53.8K 0.01% 218
2025
Q3 		$24.3K Sell
286
-13,886
-98% -$1.17M ﹤0.01% 360
2025
Q2 		$1.19M Buy
+14,172
New +$1.16M 0.13% 57
2021
Q3 		– Sell
-130
Closed -$10K – 960
2021
Q2 		$10K Buy
+130
New +$9.79K ﹤0.01% 397
2020
Q1 		– Sell
-208
Closed -$16K – 316
2019
Q4 		$16K Sell
208
-65,764
-100% -$4.9M 0.01% 153
2019
Q3 		$4.83M Buy
+65,972
New +$4.78M 1.78% 11
2016
Q3 		– Sell
-61,103
Closed -$4.06M – 330
2016
Q2 		$4.06M Sell
61,103
-17,481
-22% -$1.17M 2.13% 11
2016
Q1 		$5.22M Buy
+78,584
New +$5M 2.7% 7

Other funds holding EFAV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Financial Management Professionals's EFAV Position: Q2 2026 in Review

Financial Management Professionals sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 1,163 shares — an estimated $106K sold.

Financial Management Professionals first reported a position in EFAV in Q1 2016 and held it in 9 quarters. The position peaked at $5.22M in Q1 2016. 94 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Financial Management Professionals reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Management Professionals sold 1,163 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $106K.
  • Financial Management Professionals first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and held it in 9 quarters.
  • Financial Management Professionals's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.22M in Q1 2016.
  • 94 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.