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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
Q3 		$381K Hold
4,180
– – 0.04% 139
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

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

Insight Wealth Strategies's EFAV Position: Q3 2026 in Review

Insight Wealth Strategies held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 4,180 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #139.

Insight Wealth Strategies first reported a position in EFAV in Q4 2018 and has held it in 32 quarters since. The position peaked at $27.7M in Q4 2021. 29 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Insight Wealth Strategies held 4,180 shares of iShares MSCI EAFE Min Vol Factor ETF worth $381K as of Q3 2026.
  • Insight Wealth Strategies left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Insight Wealth Strategies's portfolio in Q3 2026, its #139 holding.
  • Insight Wealth Strategies first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 32 quarters since.
  • Insight Wealth Strategies's iShares MSCI EAFE Min Vol Factor ETF position peaked at $27.7M in Q4 2021.
  • 29 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.