Nabity-Jensen Investment Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Nabity-Jensen Investment 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	$355K	Hold	4,053	–	–	0.22%	59
2026 Q1	$370K	Hold	4,053	–	–	0.26%	54
2025 Q4	$350K	Hold	4,053	–	–	0.24%	53
2025 Q3	$344K	Hold	4,053	–	–	0.24%	55
2025 Q2	$341K	Hold	4,053	–	–	0.25%	55
2025 Q1	$316K	Hold	4,053	–	–	0.25%	57
2024 Q4	$287K	Hold	4,053	–	–	0.22%	60
2024 Q3	$311K	Hold	4,053	–	–	0.24%	57
2024 Q2	$281K	Hold	4,053	–	–	0.23%	56
2024 Q1	$287K	Hold	4,053	–	–	0.24%	55
2023 Q4	$281K	Buy	+4,053	New	+$269K	0.25%	53

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 $43.3B AUM 29.3% 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

MFG

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

Nabity-Jensen Investment Management's EFAV Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 4,053 shares worth $355K. The position accounts for 0.22% of the portfolio, ranked #59.

Nabity-Jensen Investment Management first reported a position in EFAV in Q4 2023 and has held it in 11 quarters since. The position peaked at $370K in Q1 2026. 217 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Nabity-Jensen Investment Management held 4,053 shares of iShares MSCI EAFE Min Vol Factor ETF worth $355K as of Q2 2026.
Nabity-Jensen Investment Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.22% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #59 holding.
Nabity-Jensen Investment Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 11 quarters since.
Nabity-Jensen Investment Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $370K in Q1 2026.
217 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.