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Peak Financial Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Peak Financial 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 		$293K Buy
3,337
+407
+14% +$36.9K 0.07% 86
2026
Q1 		$268K Hold
2,930
– – 0.07% 77
2025
Q4 		$253K Buy
2,930
+2
+0.1% +$171 0.07% 86
2025
Q3 		$248K Sell
2,928
-1,542
-34% -$130K 0.07% 82
2025
Q2 		$376K Buy
4,470
+2
+0% +$164 0.11% 66
2025
Q1 		$348K Hold
4,468
– – 0.1% 67
2024
Q4 		$316K Sell
4,468
-269
-6% -$19.8K 0.09% 74
2024
Q3 		$363K Hold
4,737
– – 0.11% 69
2024
Q2 		$329K Buy
4,737
+1
+0% +$70 0.1% 71
2024
Q1 		$336K Sell
4,736
-142
-3% -$9.88K 0.11% 68
2023
Q4 		$338K Sell
4,878
-7,505
-61% -$497K 0.11% 63
2023
Q3 		$808K Sell
12,383
-93,253
-88% -$6.26M 0.29% 42
2023
Q2 		$7.13M Sell
105,636
-5,788
-5% -$399K 2.54% 16
2023
Q1 		$7.54M Buy
111,424
+1,079
+1% +$71K 2.8% 14
2022
Q4 		$7.02M Sell
110,345
-8,465
-7% -$517K 2.76% 14
2022
Q3 		$6.77M Sell
118,810
-6,911
-5% -$433K 2.82% 13
2022
Q2 		$7.96M Sell
125,721
-5,097
-4% -$342K 3.06% 10
2022
Q1 		$9.44M Sell
130,818
-2,867
-2% -$208K 3.16% 9
2021
Q4 		$10.3M Sell
133,685
-4,546
-3% -$347K 3.32% 9
2021
Q3 		$10.4M Sell
138,231
-497
-0.4% -$38.6K 3.53% 8
2021
Q2 		$10.5M Buy
138,728
+339
+0.2% +$25.5K 3.56% 8
2021
Q1 		$10.1M Buy
138,389
+15
+0% +$1.1K 3.66% 7
2020
Q4 		$10.2M Buy
138,374
+2,710
+2% +$191K 3.82% 6
2020
Q3 		$9.24M Sell
135,664
-3,146
-2% -$214K 3.99% 7
2020
Q2 		$9.17M Sell
138,810
-17,839
-11% -$1.16M 4.31% 5
2020
Q1 		$9.72M Sell
156,649
-24,852
-14% -$1.75M 4.97% 5
2019
Q4 		$13.5M Sell
181,501
-523
-0.3% -$39K 5.77% 5
2019
Q3 		$13.3M Buy
182,024
+4,315
+2% +$312K 5.93% 5
2019
Q2 		$12.9M Sell
177,709
-1,012
-0.6% -$72.8K 5.8% 5
2019
Q1 		$12.9M Sell
178,721
-410
-0.2% -$28.7K 5.92% 5
2018
Q4 		$11.9M Sell
179,131
-3,567
-2% -$245K 5.88% 4
2018
Q3 		$13.3M Sell
182,698
-4,021
-2% -$290K 5.98% 5
2018
Q2 		$13.3M Sell
186,719
-5,240
-3% -$385K 6.13% 5
2018
Q1 		$14.1M Sell
191,959
-62,200
-24% -$4.59M 6.73% 2
2017
Q4 		$18.5M Sell
254,159
-3,367
-1% -$243K 7.03% 4
2017
Q3 		$18.3M Sell
257,526
-6,871
-3% -$484K 7.06% 3
2017
Q2 		$18.3M Buy
264,397
+238
+0.1% +$16.4K 7.17% 3
2017
Q1 		$17.4M Buy
264,159
+2,649
+1% +$170K 7.04% 3
2016
Q4 		$16M Sell
261,510
-10,092
-4% -$638K 6.97% 4
2016
Q3 		$18.4M Buy
271,602
+61,975
+30% +$4.17M 7.95% 2
2016
Q2 		$13.9M Buy
+209,627
New +$14M 6.21% 8
2015
Q4 		$13.9M Buy
+214,144
New +$14M 6.35% 7

Other funds holding EFAV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Commonwealth Equity Services
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
SP
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

Peak Financial Management's EFAV Position: Q2 2026 in Review

Peak Financial Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 14% in Q2 2026, buying an estimated $36.9K and bringing the position to 3,337 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #86.

Peak Financial Management first reported a position in EFAV in Q4 2015 and has held it in 42 quarters since. The position peaked at $18.5M in Q4 2017. 246 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Peak Financial Management held 3,337 shares of iShares MSCI EAFE Min Vol Factor ETF worth $293K as of Q2 2026.
  • Peak Financial Management bought 407 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $36.9K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of Peak Financial Management's portfolio in Q2 2026, its #86 holding.
  • Peak Financial Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and has held it in 42 quarters since.
  • Peak Financial Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $18.5M in Q4 2017.
  • 246 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.