Gladstone Institutional Advisory
EFAV icon

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
Q3 		$360K Buy
3,955
+518
+15% +$47.9K 0.01% 750
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Gladstone Institutional Advisory's EFAV Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 15% in Q3 2026, buying an estimated $47.9K and bringing the position to 3,955 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #750.

Gladstone Institutional Advisory first reported a position in EFAV in Q2 2020 and has held it in 17 quarters since. The position peaked at $4.87M in Q1 2021. 491 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Gladstone Institutional Advisory held 3,955 shares of iShares MSCI EAFE Min Vol Factor ETF worth $360K as of Q3 2026.
  • Gladstone Institutional Advisory bought 518 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $47.9K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #750 holding.
  • Gladstone Institutional Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2020 and has held it in 17 quarters since.
  • Gladstone Institutional Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.87M in Q1 2021.
  • 491 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.