Fortune Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Fortune Financial Advisors’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	$2.32M	Buy	26,453 +639	+2%	+$58K	0.99%	29
2026 Q1	$2.36M	Buy	25,814 +2,430	+10%	+$220K	1.2%	23
2025 Q4	$2.02M	Buy	23,384 +337	+1%	+$28.8K	1.36%	23
2025 Q3	$1.96M	Buy	23,047 +380	+2%	+$32.1K	1.47%	23
2025 Q2	$1.91M	Buy	22,667 +2,282	+11%	+$187K	1.53%	22
2025 Q1	$1.59M	Sell	20,385 -693	-3%	-$51.7K	1.37%	23
2024 Q4	$1.49M	Sell	21,078 -660	-3%	-$48.6K	1.35%	25
2024 Q3	$1.67M	Sell	21,738 -345	-2%	-$25.5K	1.51%	22
2024 Q2	$1.53M	Sell	22,083 -391	-2%	-$27.4K	0.94%	30
2024 Q1	$1.59M	Sell	22,474 -487	-2%	-$33.9K	1.01%	29
2023 Q4	$1.59M	Sell	22,961 -2,059	-8%	-$136K	1.11%	26
2023 Q3	$1.63M	Sell	25,020 -70	-0.3%	-$4.7K	1.25%	27
2023 Q2	$1.69M	Buy	+25,090	New	+$1.73M	1.27%	27

Other funds holding EFAV

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Fortune Financial Advisors's EFAV Position: Q2 2026 in Review

Fortune Financial Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.5% in Q2 2026, buying an estimated $58K and bringing the position to 26,453 shares worth $2.32M. The position accounts for 0.99% of the portfolio, ranked #29.

Fortune Financial Advisors first reported a position in EFAV in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.36M in Q1 2026. 246 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Fortune Financial Advisors held 26,453 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.32M as of Q2 2026.
Fortune Financial Advisors bought 639 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $58K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.99% of Fortune Financial Advisors's portfolio in Q2 2026, its #29 holding.
Fortune Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.36M in Q1 2026.
246 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.