GIA
EFAV icon

GHP Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

GHP Investment 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 		$15K Sell
171
-79
-32% -$7.17K ﹤0.01% 754
2026
Q1 		$22.8K Buy
+250
New +$22.6K ﹤0.01% 680
2023
Q3 		– Sell
-40
Closed -$2.71K – 946
2023
Q2 		$2.71K Buy
+40
New +$2.76K ﹤0.01% 812
2022
Q3 		– Sell
-39,949
Closed -$2.53M – 915
2022
Q2 		$2.53M Sell
39,949
-16,160
-29% -$1.09M 0.19% 177
2022
Q1 		$4.05M Sell
56,109
-6,954
-11% -$505K 0.27% 134
2021
Q4 		$4.84M Buy
63,063
+1,468
+2% +$112K 0.34% 106
2021
Q3 		$4.64M Buy
61,595
+2,952
+5% +$229K 0.37% 99
2021
Q2 		$4.43M Buy
58,643
+10,542
+22% +$794K 0.36% 104
2021
Q1 		$3.51M Buy
48,101
+8,281
+21% +$608K 0.3% 118
2020
Q4 		$2.92M Sell
39,820
-237
-0.6% -$16.7K 0.28% 123
2020
Q3 		$2.73M Sell
40,057
-13,884
-26% -$945K 0.31% 117
2020
Q2 		$3.56M Sell
53,941
-13,094
-20% -$850K 0.44% 81
2020
Q1 		$4.16M Sell
67,035
-8,405
-11% -$591K 0.63% 53
2019
Q4 		$5.62M Buy
75,440
+1,052
+1% +$78.4K 0.6% 48
2019
Q3 		$5.45M Buy
74,388
+60
+0.1% +$4.34K 0.68% 46
2019
Q2 		$5.4M Sell
74,328
-240
-0.3% -$17.3K 0.66% 46
2019
Q1 		$5.37M Buy
74,568
+7,040
+10% +$493K 0.69% 41
2018
Q4 		$4.5M Buy
+67,528
New +$4.64M 0.68% 40

Other funds holding EFAV

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 $43.3B AUM 29.3% 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
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
SP
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GHP Investment Advisors's EFAV Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 32% in Q2 2026, selling an estimated $7.17K and leaving 171 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

GHP Investment Advisors first reported a position in EFAV in Q4 2018 and has held it in 18 quarters since. The position peaked at $5.62M in Q4 2019. 224 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • GHP Investment Advisors held 171 shares of iShares MSCI EAFE Min Vol Factor ETF worth $15K as of Q2 2026.
  • GHP Investment Advisors sold 79 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $7.17K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #754 holding.
  • GHP Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 18 quarters since.
  • GHP Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.62M in Q4 2019.
  • 224 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.