LifeSteps Financial’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

LifeSteps Financial’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	$4.39K	Buy	+50	New	+$4.54K	﹤0.01%	559

Other funds holding EFAV

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

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

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

LifeSteps Financial's EFAV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 50 shares worth $4.39K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings.

233 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

LifeSteps Financial held 50 shares of iShares MSCI EAFE Min Vol Factor ETF worth $4.39K as of Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new LifeSteps Financial position in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #559 holding.
233 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.