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Insight Wealth Strategies’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Insight Wealth Strategies’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 		$365K Buy
4,180
+43
+1% +$3.9K 0.04% 141
2026
Q1 		$378K Sell
4,137
-1,629
-28% -$147K 0.04% 137
2025
Q4 		$497K Buy
5,766
+29
+0.5% +$2.48K 0.06% 126
2025
Q3 		$487K Hold
5,737
– – 0.06% 126
2025
Q2 		$484K Buy
5,737
+42
+0.7% +$3.44K 0.06% 122
2025
Q1 		$444K Sell
5,695
-362
-6% -$27K 0.06% 125
2024
Q4 		$428K Sell
6,057
-564
-9% -$41.5K 0.06% 127
2024
Q3 		$508K Buy
6,621
+270
+4% +$19.9K 0.07% 129
2024
Q2 		$440K Sell
6,351
-539
-8% -$37.8K 0.06% 136
2024
Q1 		$488K Sell
6,890
-300,018
-98% -$20.9M 0.07% 133
2023
Q4 		$21.3M Sell
306,908
-13,834
-4% -$917K 3.44% 9
2023
Q3 		$20.9M Sell
320,742
-10,660
-3% -$716K 4.04% 7
2023
Q2 		$22.4M Buy
331,402
+536
+0.2% +$37K 4.28% 7
2023
Q1 		$22.4M Sell
330,866
-13,611
-4% -$896K 4.39% 8
2022
Q4 		$21.9M Sell
344,477
-23,415
-6% -$1.43M 4.23% 11
2022
Q3 		$23.3M Hold
367,892
– – 4.33% 9
2022
Q2 		$23.3M Buy
367,892
+1,120
+0.3% +$75.3K 4.33% 9
2022
Q1 		$26.5M Buy
366,772
+6,278
+2% +$456K 3.9% 9
2021
Q4 		$27.7M Buy
360,494
+1,317
+0.4% +$100K 3.94% 9
2021
Q3 		$27.1M Buy
359,177
+120
+0% +$9.32K 3.81% 9
2021
Q2 		$27.1M Sell
359,057
-17,117
-5% -$1.29M 3.85% 7
2021
Q1 		$27.5M Buy
376,174
+149,985
+66% +$11M 3.68% 9
2020
Q4 		$16.6M Sell
226,189
-11,818
-5% -$833K 2.82% 17
2020
Q3 		$16.2M Buy
238,007
+43,051
+22% +$2.93M 3.01% 17
2020
Q2 		$12.9M Buy
194,956
+29,682
+18% +$1.93M 2.87% 15
2020
Q1 		$10.3M Buy
165,274
+142,930
+640% +$10M 2.73% 13
2019
Q4 		$1.67M Buy
22,344
+16,632
+291% +$1.24M 0.35% 57
2019
Q3 		$419K Buy
5,712
+451
+9% +$32.6K 0.1% 130
2019
Q2 		$382K Sell
5,261
-147,240
-97% -$10.6M 0.09% 125
2019
Q1 		$11M Sell
152,501
-7,225
-5% -$506K 3.07% 12
2018
Q4 		$10.6M Buy
+159,726
New +$11M 3.26% 12

Other funds holding EFAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
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
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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Insight Wealth Strategies's EFAV Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1% in Q2 2026, buying an estimated $3.9K and bringing the position to 4,180 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #141.

Insight Wealth Strategies first reported a position in EFAV in Q4 2018 and has held it in 31 quarters since. The position peaked at $27.7M in Q4 2021. 341 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Insight Wealth Strategies held 4,180 shares of iShares MSCI EAFE Min Vol Factor ETF worth $365K as of Q2 2026.
  • Insight Wealth Strategies bought 43 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $3.9K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Insight Wealth Strategies's portfolio in Q2 2026, its #141 holding.
  • Insight Wealth Strategies first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares MSCI EAFE Min Vol Factor ETF position peaked at $27.7M in Q4 2021.
  • 341 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.