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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$6.49K Hold
74
– – ﹤0.01% 457
2026
Q1 		$6.76K Buy
+74
New +$6.68K ﹤0.01% 414
2025
Q3 		– Sell
-180
Closed -$15.1K – 550
2025
Q2 		$15.1K Hold
180
– – 0.01% 343
2025
Q1 		$14K Buy
+180
New +$13.4K 0.01% 345

Other funds holding EFAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EFAV Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 74 shares worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EFAV in Q1 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q2 2025. 341 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 74 shares of iShares MSCI EAFE Min Vol Factor ETF worth $6.49K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #457 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 4 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares MSCI EAFE Min Vol Factor ETF position peaked at $15.1K in Q2 2025.
  • 341 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.