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Prism Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Prism Advisors’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 		$2.76M Sell
30,195
-119
-0.4% -$11K 0.69% 35
2026
Q2 		$2.66M Buy
30,314
+170
+0.6% +$15.4K 0.65% 32
2026
Q1 		$2.75M Hold
30,144
– – 0.74% 31
2025
Q4 		$2.6M Sell
30,144
-286
-0.9% -$24.4K 0.69% 31
2025
Q3 		$2.58M Hold
30,430
– – 0.7% 37
2025
Q2 		$2.56M Hold
30,430
– – 0.73% 35
2025
Q1 		$2.37M Hold
30,430
– – 0.73% 28
2024
Q4 		$2.15M Hold
30,430
– – 0.64% 28
2024
Q3 		$2.33M Sell
30,430
-244
-0.8% -$18K 0.67% 28
2024
Q2 		$2.13M Sell
30,674
-333
-1% -$23.4K 0.65% 27
2024
Q1 		$2.2M Hold
31,007
– – 0.66% 24
2023
Q4 		$2.15M Buy
31,007
+507
+2% +$33.6K 0.69% 23
2023
Q3 		$1.99M Sell
30,500
-452
-1% -$30.4K 0.7% 23
2023
Q2 		$2.09M Sell
30,952
-1,009
-3% -$69.6K 0.7% 22
2023
Q1 		$2.16M Sell
31,961
-853
-3% -$56.1K 0.75% 22
2022
Q4 		$2.09M Buy
32,814
+24,421
+291% +$1.49M 0.76% 22
2022
Q3 		$478K Sell
8,393
-69,386
-89% -$4.35M 0.19% 41
2022
Q2 		$4.92M Sell
77,779
-209,161
-73% -$14.1M 1.87% 19
2022
Q1 		$20.7M Buy
286,940
+16,886
+6% +$1.23M 6.93% 4
2021
Q4 		$20.7M Buy
270,054
+18,743
+7% +$1.43M 6.78% 4
2021
Q3 		$18.9M Buy
251,311
+7,784
+3% +$604K 6.75% 5
2021
Q2 		$18.4M Buy
243,527
+11,228
+5% +$846K 6.4% 6
2021
Q1 		$17M Buy
232,299
+622
+0.3% +$45.6K 6.13% 6
2020
Q4 		$17M Buy
231,677
+1,768
+0.8% +$125K 6.43% 6
2020
Q3 		$15.7M Buy
229,909
+1,186
+0.5% +$80.7K 6.6% 6
2020
Q2 		$15.1M Buy
+228,723
New +$14.8M 6.76% 4

Other funds holding EFAV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
TF
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
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Prism Advisors's EFAV Position: Q3 2026 in Review

Prism Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.39% in Q3 2026, selling an estimated $11K and leaving 30,195 shares worth $2.76M. The position accounts for 0.69% of the portfolio, ranked #35.

Prism Advisors first reported a position in EFAV in Q2 2020 and has held it in 26 quarters since. The position peaked at $20.7M in Q4 2021. 29 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Prism Advisors held 30,195 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.76M as of Q3 2026.
  • Prism Advisors sold 119 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $11K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.69% of Prism Advisors's portfolio in Q3 2026, its #35 holding.
  • Prism Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2020 and has held it in 26 quarters since.
  • Prism Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $20.7M in Q4 2021.
  • 29 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.