MONECO Advisors
EFAV icon

MONECO Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

MONECO Advisors’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 		$1.28M Sell
14,048
-1,309
-9% -$121K 0.07% 228
2026
Q2 		$1.35M Buy
15,357
+2,606
+20% +$236K 0.08% 223
2026
Q1 		$1.17M Buy
12,751
+828
+7% +$74.8K 0.09% 197
2025
Q4 		$1.03M Buy
11,923
+390
+3% +$33.3K 0.08% 208
2025
Q3 		$978K Sell
11,533
-723
-6% -$61K 0.08% 209
2025
Q2 		$1.03M Buy
12,256
+1,733
+16% +$142K 0.1% 188
2025
Q1 		$820K Buy
10,523
+2,713
+35% +$203K 0.08% 200
2024
Q4 		$552K Buy
7,810
+402
+5% +$29.6K 0.06% 259
2024
Q3 		$568K Sell
7,408
-285
-4% -$21K 0.07% 236
2024
Q2 		$534K Sell
7,693
-743
-9% -$52.2K 0.08% 226
2024
Q1 		$598K Sell
8,436
-190
-2% -$13.2K 0.09% 218
2023
Q4 		$598K Sell
8,626
-641
-7% -$42.5K 0.11% 194
2023
Q3 		$604K Sell
9,267
-3,273
-26% -$220K 0.16% 148
2023
Q2 		$846K Buy
12,540
+65
+0.5% +$4.48K 0.23% 112
2023
Q1 		$844K Sell
12,475
-520
-4% -$34.2K 0.25% 104
2022
Q4 		$826K Sell
12,995
-1,061
-8% -$64.8K 0.3% 86
2022
Q3 		$801K Sell
14,056
-1,327
-9% -$83.2K 0.32% 77
2022
Q2 		$974K Sell
15,383
-701
-4% -$47.1K 0.38% 70
2022
Q1 		$1.16M Sell
16,084
-615
-4% -$44.6K 0.43% 52
2021
Q4 		$1.22M Buy
16,699
+798
+5% +$60.8K 0.46% 52
2021
Q3 		$1.2M Buy
15,901
+6,844
+76% +$531K 0.47% 52
2021
Q2 		$684K Buy
9,057
+873
+11% +$65.8K 0.31% 79
2021
Q1 		$597K Buy
8,184
+1,542
+23% +$113K 0.29% 85
2020
Q4 		$492K Buy
6,642
+1,274
+24% +$89.8K 0.27% 83
2020
Q3 		$366K Sell
5,368
-54
-1% -$3.68K 0.23% 98
2020
Q2 		$358K Sell
5,422
-4,247
-44% -$276K 0.28% 88
2020
Q1 		$600K Sell
9,669
-340
-3% -$23.9K 0.61% 44
2019
Q4 		$758K Buy
10,009
+1,055
+12% +$78.6K 0.54% 47
2019
Q3 		$656K Sell
8,954
-10
-0.1% -$724 0.51% 43
2019
Q2 		$651K Buy
8,964
+494
+6% +$35.5K 0.52% 45
2019
Q1 		$610K Hold
8,470
– – 0.49% 46
2018
Q4 		$565K Buy
+8,470
New +$582K 0.66% 36

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 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
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

MONECO Advisors's EFAV Position: Q3 2026 in Review

MONECO Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 8.5% in Q3 2026, selling an estimated $121K and leaving 14,048 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #228.

MONECO Advisors first reported a position in EFAV in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.35M in Q2 2026. 426 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • MONECO Advisors held 14,048 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.28M as of Q3 2026.
  • MONECO Advisors sold 1,309 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $121K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of MONECO Advisors's portfolio in Q3 2026, its #228 holding.
  • MONECO Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 32 quarters since.
  • MONECO Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.35M in Q2 2026.
  • 426 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.