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

Noble Wealth Management PBC’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	$76.6K	Hold	841	–	–	0.03%	235
2026 Q2	$73.8K	Hold	841	–	–	0.03%	246
2026 Q1	$76.8K	Sell	841 -250	-23%	-$22.6K	0.04%	222
2025 Q4	$94.1K	Sell	1,091 -60	-5%	-$5.13K	0.05%	200
2025 Q3	$97.6K	Buy	+1,151	New	+$97.2K	0.05%	181
2025 Q1	$121K	Sell	1,559 -108	-6%	-$8.06K	0.08%	152
2024 Q4	$118K	Buy	+1,667	New	+$123K	0.08%	148

Other funds holding EFAV

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Noble Wealth Management PBC's EFAV Position: Q3 2026 in Review

Noble Wealth Management PBC held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 841 shares worth $76.6K. The position accounts for 0.03% of the portfolio, ranked #235.

Noble Wealth Management PBC first reported a position in EFAV in Q4 2024 and has held it in 7 quarters since. The position peaked at $121K in Q1 2025. 29 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

Noble Wealth Management PBC held 841 shares of iShares MSCI EAFE Min Vol Factor ETF worth $76.6K as of Q3 2026.
Noble Wealth Management PBC left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Noble Wealth Management PBC's portfolio in Q3 2026, its #235 holding.
Noble Wealth Management PBC first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's iShares MSCI EAFE Min Vol Factor ETF position peaked at $121K in Q1 2025.
29 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.