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Graves Light Lenhart Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Graves Light Lenhart Wealth’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 		$235K Hold
2,574
– – 0.02% 173
2026
Q2 		$226K Buy
2,574
+17
+0.7% +$1.54K 0.02% 189
2026
Q1 		$234K Hold
2,557
– – 0.02% 174
2025
Q4 		$221K Buy
2,557
+12
+0.5% +$1.03K 0.02% 178
2025
Q3 		$216K Hold
2,545
– – 0.02% 181
2025
Q2 		$214K Buy
+2,545
New +$208K 0.03% 183
2024
Q4 		– Sell
-2,767
Closed -$212K – 189
2024
Q3 		$212K Buy
+2,767
New +$204K 0.03% 173
2023
Q3 		– Sell
-3,048
Closed -$206K – 179
2023
Q2 		$206K Buy
3,048
+16
+0.5% +$1.1K 0.03% 173
2023
Q1 		$205K Buy
+3,032
New +$200K 0.03% 158
2022
Q4 		– Sell
-80,592
Closed -$4.59M – 171
2022
Q3 		$4.59M Sell
80,592
-58,789
-42% -$3.69M 0.77% 32
2022
Q2 		$8.82M Sell
139,381
-13,256
-9% -$891K 1.35% 20
2022
Q1 		$11M Buy
152,637
+9,349
+7% +$678K 1.54% 17
2021
Q4 		$11M Buy
143,288
+4,161
+3% +$317K 1.56% 19
2021
Q3 		$10.5M Buy
139,127
+2,378
+2% +$185K 1.66% 18
2021
Q2 		$10.3M Buy
136,749
+10,319
+8% +$777K 1.66% 18
2021
Q1 		$9.23M Buy
126,430
+19,662
+18% +$1.44M 1.58% 19
2020
Q4 		$7.84M Sell
106,768
-209
-0.2% -$14.7K 1.46% 20
2020
Q3 		$7.29M Sell
106,977
-459
-0.4% -$31.2K 1.61% 19
2020
Q2 		$7.1M Buy
107,436
+6,057
+6% +$393K 1.66% 18
2020
Q1 		$6.29M Buy
101,379
+10,205
+11% +$717K 1.7% 17
2019
Q4 		$6.8M Buy
91,174
+3,959
+5% +$295K 1.43% 23
2019
Q3 		$6.54M Buy
87,215
+1,771
+2% +$128K 1.44% 22
2019
Q2 		$6.21M Buy
85,444
+25,989
+44% +$1.87M 1.49% 22
2019
Q1 		$4.28M Buy
59,455
+6,393
+12% +$448K 1.09% 29
2018
Q4 		$3.54M Buy
+53,062
New +$3.65M 1.04% 30

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

Graves Light Lenhart Wealth's EFAV Position: Q3 2026 in Review

Graves Light Lenhart Wealth held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 2,574 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #173.

Graves Light Lenhart Wealth first reported a position in EFAV in Q4 2018 and has held it in 25 quarters since. The position peaked at $11M in Q1 2022. 29 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Graves Light Lenhart Wealth held 2,574 shares of iShares MSCI EAFE Min Vol Factor ETF worth $235K as of Q3 2026.
  • Graves Light Lenhart Wealth left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #173 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 25 quarters since.
  • Graves Light Lenhart Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $11M in Q1 2022.
  • 29 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.