Marks Group Wealth Management
EFAV icon

Marks Group Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Marks Group 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
Q3 		$212K Hold
2,322
– – 0.02% 350
2026
Q2 		$204K Hold
2,322
– – 0.02% 349
2026
Q1 		$212K Hold
2,322
– – 0.02% 327
2025
Q4 		$200K Buy
+2,322
New +$198K 0.02% 328

Other funds holding EFAV

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Marks Group Wealth Management's EFAV Position: Q3 2026 in Review

Marks Group Wealth Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 2,322 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #350.

Marks Group Wealth Management first reported a position in EFAV in Q4 2025 and has held it in 4 quarters since. The position peaked at $212K in Q1 2026. 382 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Marks Group Wealth Management held 2,322 shares of iShares MSCI EAFE Min Vol Factor ETF worth $212K as of Q3 2026.
  • Marks Group Wealth Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Marks Group Wealth Management's portfolio in Q3 2026, its #350 holding.
  • Marks Group Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Marks Group Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $212K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.