GWM
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Gilpin Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Gilpin Wealth Management’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
Q3 		– Sell
-74
Closed -$6.49K – 1441
2026
Q2 		$6.49K Hold
74
– – ﹤0.01% 353
2026
Q1 		$6.76K Hold
74
– – 0.01% 329
2025
Q4 		$6.38K Buy
+74
New +$6.33K 0.01% 320

Other funds holding EFAV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gilpin Wealth Management's EFAV Position: Q3 2026 in Review

Gilpin Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2026, closing a stake of 74 shares — an estimated $6.49K sold.

Gilpin Wealth Management first reported a position in EFAV in Q4 2025 and held it in 3 quarters. The position peaked at $6.76K in Q1 2026. 29 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Gilpin Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 74 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $6.49K.
  • Gilpin Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and held it in 3 quarters.
  • Gilpin Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $6.76K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.