Root Financial Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Root Financial 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	$131K	Buy	+1,437	New	+$133K	﹤0.01%	605
2026 Q2	–	Sell	-1,405	Closed	-$128K	–	1205
2026 Q1	$128K	Sell	1,405 -1	-0.1%	-$90	0.01%	473
2025 Q4	$121K	Buy	1,406 +3	+0.2%	+$256	0.01%	406
2025 Q3	$119K	Buy	+1,403	New	+$118K	0.01%	389

Other funds holding EFAV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Root Financial Partners's EFAV Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2026: 1,437 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EFAV as recently as Q1 2026.

Root Financial Partners first reported a position in EFAV in Q3 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

Root Financial Partners held 1,437 shares of iShares MSCI EAFE Min Vol Factor ETF worth $131K as of Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new Root Financial Partners position in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #605 holding.
Root Financial Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
242 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.