Midwest Trust
EFAV icon

Midwest Trust’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Midwest Trust’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 		$274K Hold
3,012
– – ﹤0.01% 563
2026
Q2 		$264K Sell
3,012
-3
-0.1% -$272 ﹤0.01% 555
2026
Q1 		$275K Sell
3,015
-308
-9% -$27.8K ﹤0.01% 526
2025
Q4 		$287K Buy
+3,323
New +$284K ﹤0.01% 518

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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Midwest Trust's EFAV Position: Q3 2026 in Review

Midwest Trust held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 3,012 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Midwest Trust first reported a position in EFAV in Q4 2025 and has held it in 4 quarters since. The position peaked at $287K in Q4 2025. 268 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Midwest Trust held 3,012 shares of iShares MSCI EAFE Min Vol Factor ETF worth $274K as of Q3 2026.
  • Midwest Trust left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #563 holding.
  • Midwest Trust first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Midwest Trust's iShares MSCI EAFE Min Vol Factor ETF position peaked at $287K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.