Premier Path Wealth Partners
EFAV icon

Premier Path Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Premier Path Wealth Partners’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 		$607K Sell
6,658
-86
-1% -$7.96K 0.07% 232
2026
Q2 		$591K Sell
6,744
-1,282
-16% -$116K 0.07% 239
2026
Q1 		$733K Sell
8,026
-377
-4% -$34.1K 0.1% 201
2025
Q4 		$725K Sell
8,403
-163
-2% -$13.9K 0.09% 204
2025
Q3 		$727K Buy
8,566
+2
+0% +$169 0.09% 214
2025
Q2 		$720K Sell
8,564
-63
-0.7% -$5.16K 0.1% 209
2025
Q1 		$672K Sell
8,627
-147
-2% -$11K 0.1% 197
2024
Q4 		$620K Sell
8,774
-75
-0.8% -$5.52K 0.09% 204
2024
Q3 		$679K Sell
8,849
-288
-3% -$21.3K 0.11% 195
2024
Q2 		$634K Sell
9,137
-636
-7% -$44.6K 0.11% 190
2024
Q1 		$693K Sell
9,773
-2,952
-23% -$205K 0.13% 165
2023
Q4 		$878K Buy
+12,725
New +$843K 0.19% 136

Other funds holding EFAV

WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Premier Path Wealth Partners's EFAV Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.3% in Q3 2026, selling an estimated $7.96K and leaving 6,658 shares worth $607K. The position accounts for 0.07% of the portfolio, ranked #232.

Premier Path Wealth Partners first reported a position in EFAV in Q4 2023 and has held it in 12 quarters since. The position peaked at $878K in Q4 2023. 354 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Premier Path Wealth Partners held 6,658 shares of iShares MSCI EAFE Min Vol Factor ETF worth $607K as of Q3 2026.
  • Premier Path Wealth Partners sold 86 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $7.96K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of Premier Path Wealth Partners's portfolio in Q3 2026, its #232 holding.
  • Premier Path Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $878K in Q4 2023.
  • 354 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.