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

McNaughton 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 		$1.8M Sell
20,506
-988
-5% -$89.7K 0.64% 45
2026
Q1 		$1.96M Sell
21,494
-302
-1% -$27.3K 0.81% 37
2025
Q4 		$1.88M Buy
21,796
+15
+0.1% +$1.28K 0.77% 36
2025
Q3 		$1.85M Buy
21,781
+405
+2% +$34.2K 0.78% 36
2025
Q2 		$1.8M Sell
21,376
-68
-0.3% -$5.57K 0.8% 35
2025
Q1 		$1.67M Sell
21,444
-80,910
-79% -$6.04M 0.81% 33
2024
Q4 		$7.24M Buy
102,354
+1,006
+1% +$74K 3.49% 9
2024
Q3 		$7.77M Buy
101,348
+3,160
+3% +$233K 3.78% 9
2024
Q2 		$6.81M Buy
98,188
+4,021
+4% +$282K 3.61% 8
2024
Q1 		$6.67M Buy
94,167
+3,323
+4% +$231K 3.7% 8
2023
Q4 		$6.3M Buy
90,844
+7,598
+9% +$504K 3.73% 9
2023
Q3 		$5.43M Buy
83,246
+233
+0.3% +$15.7K 3.61% 9
2023
Q2 		$5.6M Buy
83,013
+2,581
+3% +$178K 3.59% 9
2023
Q1 		$5.44M Sell
80,432
-397
-0.5% -$26.1K 3.61% 10
2022
Q4 		$5.14M Buy
80,829
+2,997
+4% +$183K 3.51% 10
2022
Q3 		$4.44M Buy
77,832
+5,846
+8% +$367K 3.26% 12
2022
Q2 		$4.56M Buy
71,986
+77
+0.1% +$5.17K 3.22% 12
2022
Q1 		$5.19M Buy
71,909
+1,769
+3% +$128K 3.37% 12
2021
Q4 		$5.3M Buy
70,140
+3,063
+5% +$233K 3.43% 12
2021
Q3 		$5.05M Sell
67,077
-2,301
-3% -$179K 3.57% 12
2021
Q2 		$5.24M Sell
69,378
-2,197
-3% -$166K 3.68% 11
2021
Q1 		$5.22M Sell
71,575
-5,427
-7% -$398K 4% 9
2020
Q4 		$5.65M Sell
77,002
-795
-1% -$56K 4.52% 7
2020
Q3 		$5.3M Sell
77,797
-2,469
-3% -$168K 4.64% 6
2020
Q2 		$5.3M Sell
80,266
-3,507
-4% -$228K 4.91% 7
2020
Q1 		$5.2M Sell
83,773
-1,249
-1% -$87.8K 5.55% 5
2019
Q4 		$6.33M Buy
+85,022
New +$6.34M 5.89% 5

Other funds holding EFAV

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
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

McNaughton Wealth Management's EFAV Position: Q2 2026 in Review

McNaughton Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.6% in Q2 2026, selling an estimated $89.7K and leaving 20,506 shares worth $1.8M. The position accounts for 0.64% of the portfolio, ranked #45.

McNaughton Wealth Management first reported a position in EFAV in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.77M in Q3 2024. 233 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • McNaughton Wealth Management held 20,506 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.8M as of Q2 2026.
  • McNaughton Wealth Management sold 988 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $89.7K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.64% of McNaughton Wealth Management's portfolio in Q2 2026, its #45 holding.
  • McNaughton Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • McNaughton Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.77M in Q3 2024.
  • 233 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.