Keeler & Nadler Financial Planning & Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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	$817K	Sell	9,316 -1,240	-12%	-$113K	0.23%	47
2026 Q1	$965K	Hold	10,556	–	–	0.33%	39
2025 Q4	$910K	Sell	10,556 -1,555	-13%	-$133K	0.32%	40
2025 Q3	$1.03M	Sell	12,111 -851	-7%	-$71.8K	0.38%	38
2025 Q2	$1.09M	Buy	12,962 +161	+1%	+$13.2K	0.44%	36
2025 Q1	$1M	Sell	12,801 -3,886	-23%	-$290K	0.45%	32
2024 Q4	$1.18M	Sell	16,687 -3,939	-19%	-$290K	0.55%	31
2024 Q3	$1.58M	Sell	20,626 -5,729	-22%	-$423K	0.77%	27
2024 Q2	$1.83M	Sell	26,355 -11,046	-30%	-$775K	1%	26
2024 Q1	$2.65M	Sell	37,401 -13,811	-27%	-$961K	1.59%	17
2023 Q4	$3.55M	Buy	+51,212	New	+$3.39M	2.57%	12
2022 Q4	$6.6M	Buy	+103,830	New	+$6.34M	5.98%	8
2021 Q4	$12.4M	Buy	+161,128	New	+$12.3M	11.39%	2

Other funds holding EFAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

Keeler & Nadler Financial Planning & Wealth Management's EFAV Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 12% in Q2 2026, selling an estimated $113K and leaving 9,316 shares worth $817K. The position accounts for 0.23% of the portfolio, ranked #47.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in EFAV in Q4 2021 and has held it in 13 quarters since. The position peaked at $12.4M in Q4 2021. 367 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 9,316 shares of iShares MSCI EAFE Min Vol Factor ETF worth $817K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management sold 1,240 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $113K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.23% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #47 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 13 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $12.4M in Q4 2021.
367 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.