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

Invested 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
Q2 		$299K Buy
3,406
+197
+6% +$17.9K 0.26% 105
2026
Q1 		$293K Buy
3,209
+238
+8% +$21.5K 0.3% 100
2025
Q4 		$256K Buy
+2,971
New +$254K 0.27% 103

Other funds holding EFAV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return

Invested Advisors's EFAV Position: Q2 2026 in Review

Invested Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 6.1% in Q2 2026, buying an estimated $17.9K and bringing the position to 3,406 shares worth $299K. The position accounts for 0.26% of the portfolio, ranked #105.

Invested Advisors first reported a position in EFAV in Q4 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Invested Advisors held 3,406 shares of iShares MSCI EAFE Min Vol Factor ETF worth $299K as of Q2 2026.
  • Invested Advisors bought 197 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $17.9K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.26% of Invested Advisors's portfolio in Q2 2026, its #105 holding.
  • Invested Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.