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Kaufman Rossin Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Kaufman Rossin 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
Q2 		$249K Buy
2,788
+21
+0.8% +$1.91K 0.12% 88
2026
Q1 		$253K Hold
2,767
– – 0.14% 85
2025
Q4 		$239K Buy
2,767
+14
+0.5% +$1.2K 0.12% 131
2025
Q3 		$234K Hold
2,753
– – 0.13% 126
2025
Q2 		$231K Buy
+2,753
New +$225K 0.15% 116

Other funds holding EFAV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Kaufman Rossin Wealth's EFAV Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.76% in Q2 2026, buying an estimated $1.91K and bringing the position to 2,788 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #88.

Kaufman Rossin Wealth first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. The position peaked at $253K in Q1 2026. 171 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Kaufman Rossin Wealth held 2,788 shares of iShares MSCI EAFE Min Vol Factor ETF worth $249K as of Q2 2026.
  • Kaufman Rossin Wealth bought 21 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.91K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.12% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #88 holding.
  • Kaufman Rossin Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Kaufman Rossin Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $253K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.