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

Moulton 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	$632K	Buy	+7,247	New	+$658K	0.42%	49
2025 Q4	–	Sell	-12,090	Closed	-$1.03M	–	43
2025 Q3	$1.03M	Sell	12,090 -43,035	-78%	-$3.63M	0.75%	34
2025 Q2	$4.64M	Buy	55,125 +3,288	+6%	+$269K	3.5%	9
2025 Q1	$4.04M	Buy	+51,837	New	+$3.87M	3.08%	9

Other funds holding EFAV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Moulton Wealth Management opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 7,247 shares worth $632K. The stake represents 0.42% of the portfolio and ranks #49 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in EFAV as recently as Q3 2025.

Moulton Wealth Management first reported a position in EFAV in Q1 2025 and has held it in 4 quarters since. The position peaked at $4.64M in Q2 2025. 149 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Moulton Wealth Management held 7,247 shares of iShares MSCI EAFE Min Vol Factor ETF worth $632K as of Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new Moulton Wealth Management position in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.42% of Moulton Wealth Management's portfolio in Q2 2026, its #49 holding.
Moulton Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 4 quarters since.
Moulton Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.64M in Q2 2025.
149 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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