Measured Wealth Private Client Group
EFAV icon

Measured Wealth Private Client Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Measured Wealth Private Client Group’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 		$22.2K Buy
+244
New +$22.6K 0.01% 424
2026
Q2 		– Sell
-244
Closed -$22.3K – 734
2026
Q1 		$22.3K Hold
244
– – 0.01% 447
2025
Q4 		$21K Buy
+244
New +$20.9K 0.01% 468

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Measured Wealth Private Client Group's EFAV Position: Q3 2026 in Review

Measured Wealth Private Client Group opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2026: 244 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: Measured Wealth Private Client Group previously reported a position in EFAV as recently as Q1 2026.

Measured Wealth Private Client Group first reported a position in EFAV in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.3K in Q1 2026. 491 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Measured Wealth Private Client Group held 244 shares of iShares MSCI EAFE Min Vol Factor ETF worth $22.2K as of Q3 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new Measured Wealth Private Client Group position in Q3 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #424 holding.
  • Measured Wealth Private Client Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $22.3K in Q1 2026.
  • 491 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.