Gladstone Institutional Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Gladstone Institutional Advisory’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	$301K	Buy	+3,437	New	+$312K	0.01%	737
2024 Q4	–	Sell	-3,085	Closed	-$237K	–	706
2024 Q3	$237K	Sell	3,085 -550	-15%	-$40.6K	0.01%	620
2024 Q2	$252K	Sell	3,635 -691	-16%	-$48.5K	0.01%	577
2024 Q1	$307K	Sell	4,326 -862	-17%	-$60K	0.02%	525
2023 Q4	$360K	Sell	5,188 -339	-6%	-$22.5K	0.02%	486
2023 Q3	$360K	Sell	5,527 -464	-8%	-$31.2K	0.02%	455
2023 Q2	$404K	Buy	5,991 +172	+3%	+$11.9K	0.02%	443
2023 Q1	$394K	Sell	5,819 -344	-6%	-$22.6K	0.03%	465
2022 Q4	$392K	Sell	6,163 -605	-9%	-$37K	0.03%	447
2022 Q3	$386K	Sell	6,768 -861	-11%	-$54K	0.03%	441
2022 Q2	$483K	Sell	7,629 -729	-9%	-$49K	0.04%	418
2022 Q1	$603K	Buy	+8,358	New	+$607K	0.04%	387
2021 Q2	–	Sell	-66,734	Closed	-$4.87M	–	523
2021 Q1	$4.87M	Buy	66,734 +2,032	+3%	+$149K	0.76%	32
2020 Q4	$4.75M	Buy	64,702 +3,605	+6%	+$254K	0.95%	25
2020 Q3	$4.16M	Buy	61,097 +55,396	+972%	+$3.77M	0.99%	23
2020 Q2	$377K	Buy	+5,701	New	+$370K	0.1%	155

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

Gladstone Institutional Advisory's EFAV Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 3,437 shares worth $301K. The stake represents 0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in EFAV as recently as Q3 2024.

Gladstone Institutional Advisory first reported a position in EFAV in Q2 2020 and has held it in 16 quarters since. The position peaked at $4.87M in Q1 2021. 246 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Gladstone Institutional Advisory held 3,437 shares of iShares MSCI EAFE Min Vol Factor ETF worth $301K as of Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new Gladstone Institutional Advisory position in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #737 holding.
Gladstone Institutional Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2020 and has held it in 16 quarters since.
Gladstone Institutional Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.87M in Q1 2021.
246 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.