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

Meridian 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	–	Sell	-2,568	Closed	-$235K	–	149
2026 Q1	$235K	Hold	2,568	–	–	0.13%	133
2025 Q4	$221K	Buy	2,568 +9	+0.4%	+$769	0.12%	136
2025 Q3	$217K	Hold	2,559	–	–	0.12%	134
2025 Q2	$215K	Buy	+2,559	New	+$209K	0.14%	117
2022 Q1	–	Sell	-2,614	Closed	-$201K	–	95
2021 Q4	$201K	Buy	+2,614	New	+$199K	0.19%	99

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

Meridian Financial's EFAV Position: Q2 2026 in Review

Meridian Financial sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 2,568 shares — an estimated $235K sold.

Meridian Financial first reported a position in EFAV in Q4 2021 and held it in 5 quarters. The position peaked at $235K in Q1 2026. 246 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Meridian Financial reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Meridian Financial sold 2,568 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $235K.
Meridian Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and held it in 5 quarters.
Meridian Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $235K in Q1 2026.
246 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.