PCFFS
EFAV icon

Pacific Center for Financial Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Pacific Center for Financial Services’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
Q1 		$658K Buy
7,206
+111
+2% +$10K 0.17% 50
2025
Q4 		$602K Hold
7,095
– – 0.15% 50
2025
Q3 		$602K Sell
7,095
-136
-2% -$11.5K 0.15% 50
2025
Q2 		$608K Buy
7,231
+392
+6% +$32.1K 0.16% 47
2025
Q1 		$533K Sell
6,839
-6
-0.1% -$448 0.14% 46
2024
Q4 		$484K Sell
6,845
-738
-10% -$54.3K 0.12% 49
2024
Q3 		$582K Sell
7,583
-1,012
-12% -$74.7K 0.15% 45
2024
Q2 		$596K Buy
8,595
+822
+11% +$57.7K 0.17% 44
2024
Q1 		$551K Buy
7,773
+1,442
+23% +$100K 0.16% 44
2023
Q4 		$439K Sell
6,331
-1,483
-19% -$98.3K 0.14% 44
2023
Q3 		$510K Hold
7,814
– – 0.17% 38
2023
Q2 		$527K Buy
7,814
+91
+1% +$6.28K 0.17% 38
2023
Q1 		$522K Buy
+7,723
New +$508K 0.18% 36
2022
Q3 		$443K Hold
7,778
– – 0.17% 38
2022
Q2 		$492K Sell
7,778
-2,515
-24% -$169K 0.2% 35
2022
Q1 		$743K Sell
10,293
-355
-3% -$25.8K 0.27% 31
2021
Q4 		$817K Sell
10,648
-1,304
-11% -$99.4K 0.33% 26
2021
Q3 		$900K Sell
11,952
-1,334
-10% -$104K 0.39% 23
2021
Q2 		$1M Sell
13,286
-100
-0.7% -$7.53K 0.44% 21
2021
Q1 		$977K Sell
13,386
-185
-1% -$13.6K 0.47% 21
2020
Q4 		$996K Sell
13,571
-446
-3% -$31.4K 0.37% 20
2020
Q3 		$955K Sell
14,017
-2,620
-16% -$178K 0.4% 20
2020
Q2 		$1.1M Sell
16,637
-2,108
-11% -$137K 0.54% 18
2020
Q1 		$1.16M Sell
18,745
-202,952
-92% -$14.3M 0.74% 16
2019
Q4 		$16.5M Buy
221,697
+5,174
+2% +$386K 7.26% 5
2019
Q3 		$15.9M Buy
216,523
+8,465
+4% +$613K 7.77% 5
2019
Q2 		$15.1M Buy
208,058
+11,584
+6% +$833K 7.74% 5
2019
Q1 		$14.1M Sell
196,474
-435
-0.2% -$30.5K 7.61% 5
2018
Q4 		$13.1M Buy
196,909
+4,531
+2% +$311K 7.05% 5
2018
Q3 		$14M Buy
192,378
+1,511
+0.8% +$109K 6.83% 7
2018
Q2 		$13.6M Buy
190,867
+7,752
+4% +$570K 7.97% 4
2018
Q1 		$13.5M Buy
183,115
+805
+0.4% +$59.4K 8.22% 3
2017
Q4 		$13.3M Buy
182,310
+10,991
+6% +$792K 8.15% 4
2017
Q3 		$12.2M Buy
171,319
+856
+0.5% +$60.3K 7.8% 4
2017
Q2 		$11.8M Buy
170,463
+5,097
+3% +$351K 7.92% 3
2017
Q1 		$10.9M Sell
165,366
-16,311
-9% -$1.04M 7.65% 4
2016
Q4 		$11.1M Buy
+181,677
New +$11.5M 8.45% 4

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Pacific Center for Financial Services's EFAV Position: Q1 2026 in Review

Pacific Center for Financial Services increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.6% in Q1 2026, buying an estimated $10K and bringing the position to 7,206 shares worth $658K. The position accounts for 0.17% of the portfolio, ranked #50.

Pacific Center for Financial Services first reported a position in EFAV in Q4 2016 and has held it in 37 quarters since. The position peaked at $16.5M in Q4 2019. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Pacific Center for Financial Services held 7,206 shares of iShares MSCI EAFE Min Vol Factor ETF worth $658K as of Q1 2026.
  • Pacific Center for Financial Services bought 111 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $10K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.17% of Pacific Center for Financial Services's portfolio in Q1 2026, its #50 holding.
  • Pacific Center for Financial Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2016 and has held it in 37 quarters since.
  • Pacific Center for Financial Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $16.5M in Q4 2019.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.