Salem Investment Counselors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Salem Investment Counselors’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	$21K	Buy	240 +5	+2%	+$454	﹤0.01%	764
2026 Q1	$21.5K	Buy	+235	New	+$21.2K	﹤0.01%	733
2025 Q4	–	Sell	-232	Closed	-$19.7K	–	605
2025 Q3	$19.7K	Hold	232	–	–	﹤0.01%	746
2025 Q2	$19.5K	Hold	232	–	–	﹤0.01%	724
2025 Q1	$18.1K	Hold	232	–	–	﹤0.01%	728
2024 Q4	$16.4K	Hold	232	–	–	﹤0.01%	766
2024 Q3	$17.8K	Hold	232	–	–	﹤0.01%	757
2024 Q2	$16.1K	Hold	232	–	–	﹤0.01%	759
2024 Q1	$16.4K	Sell	232 -666	-74%	-$46.3K	﹤0.01%	751
2023 Q4	$62.3K	Sell	898 -64	-7%	-$4.24K	﹤0.01%	507
2023 Q3	$62.7K	Sell	962 -1,248	-56%	-$83.8K	﹤0.01%	491
2023 Q2	$149K	Sell	2,210 -518	-19%	-$35.7K	0.01%	364
2023 Q1	$185K	Sell	2,728 -145	-5%	-$9.54K	0.01%	350
2022 Q4	$183K	Sell	2,873 -153	-5%	-$9.35K	0.01%	341
2022 Q3	$173K	Sell	3,026 -3,300	-52%	-$207K	0.01%	322
2022 Q2	$400K	Buy	6,326 +375	+6%	+$25.2K	0.02%	261
2022 Q1	$429K	Buy	5,951 +165	+3%	+$12K	0.02%	270
2021 Q4	$444K	Buy	5,786 +745	+15%	+$56.8K	0.02%	283
2021 Q3	$380K	Sell	5,041 -440	-8%	-$34.2K	0.02%	275
2021 Q2	$414K	Sell	5,481 -50	-0.9%	-$3.77K	0.02%	257
2021 Q1	$404K	Buy	5,531 +914	+20%	+$67.1K	0.02%	230
2020 Q4	$339K	Buy	4,617 +3,114	+207%	+$219K	0.02%	237
2020 Q3	$102K	Buy	1,503 +130	+9%	+$8.85K	0.01%	300
2020 Q2	$91K	Buy	1,373 +790	+136%	+$51.3K	0.01%	309
2020 Q1	$36K	Hold	583	–	–	﹤0.01%	376
2019 Q4	$43K	Hold	583	–	–	﹤0.01%	390
2019 Q3	$43K	Hold	583	–	–	﹤0.01%	381
2019 Q2	$42K	Buy	+583	New	+$41.9K	﹤0.01%	387
2017 Q1	–	Sell	-481	Closed	-$29K	–	571
2016 Q4	$29K	Buy	+481	New	+$30.4K	﹤0.01%	407

Other funds holding EFAV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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

Salem Investment Counselors's EFAV Position: Q2 2026 in Review

Salem Investment Counselors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.1% in Q2 2026, buying an estimated $454 and bringing the position to 240 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Salem Investment Counselors first reported a position in EFAV in Q4 2016 and has held it in 29 quarters since. The position peaked at $444K in Q4 2021. 313 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Salem Investment Counselors held 240 shares of iShares MSCI EAFE Min Vol Factor ETF worth $21K as of Q2 2026.
Salem Investment Counselors bought 5 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $454.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #764 holding.
Salem Investment Counselors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2016 and has held it in 29 quarters since.
Salem Investment Counselors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $444K in Q4 2021.
313 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.