Harpswell Capital Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Harpswell Capital 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 Q3	$1.81M	Buy	+19,856	New	+$1.84M	1.19%	16

Other funds holding EFAV

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Harpswell Capital Advisors's EFAV Position: Q3 2026 in Review

Harpswell Capital Advisors opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2026: 19,856 shares worth $1.81M. The stake represents 1.19% of the portfolio and ranks #16 among its holdings.

29 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

Harpswell Capital Advisors held 19,856 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.81M as of Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new Harpswell Capital Advisors position in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 1.19% of Harpswell Capital Advisors's portfolio in Q3 2026, its #16 holding.
29 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.