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SeaCrest Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

SeaCrest Wealth 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
Q1 		– Sell
-2,650
Closed -$230K – 650
2025
Q4 		$230K Buy
2,650
+1
+0% +$85 0.02% 541
2025
Q3 		$224K Hold
2,649
– – 0.02% 557
2025
Q2 		$223K Buy
+2,649
New +$217K 0.02% 542
2024
Q4 		– Sell
-2,926
Closed -$224K – 666
2024
Q3 		$224K Buy
+2,926
New +$216K 0.02% 582
2022
Q3 		– Sell
-2,091
Closed -$132K – 861
2022
Q2 		$132K Buy
+2,091
New +$141K 0.02% 753
2021
Q4 		– Sell
-3,136
Closed -$236K – 715
2021
Q3 		$236K Hold
3,136
– – 0.03% 577
2021
Q2 		$237K Sell
3,136
-1,066
-25% -$80.3K 0.03% 580
2021
Q1 		$307K Sell
4,202
-27
-0.6% -$1.98K 0.04% 467
2020
Q4 		$310K Sell
4,229
-983
-19% -$69.3K 0.04% 422
2020
Q3 		$355K Buy
5,212
+344
+7% +$23.4K 0.06% 339
2020
Q2 		$322K Sell
4,868
-496
-9% -$32.2K 0.06% 365
2020
Q1 		$333K Buy
5,364
+2,435
+83% +$171K 0.07% 299
2019
Q4 		$218K Buy
+2,929
New +$218K 0.04% 475
2019
Q2 		– Sell
-2,464
Closed -$177K – 871
2019
Q1 		$177K Sell
2,464
-202
-8% -$14.2K 0.03% 513
2018
Q4 		$178K Sell
2,666
-200
-7% -$13.7K 0.04% 456
2018
Q3 		$209K Hold
2,866
– – 0.04% 487
2018
Q2 		$204K Sell
2,866
-140
-5% -$10.3K 0.04% 483
2018
Q1 		$222K Hold
3,006
– – 0.04% 455
2017
Q4 		$219K Buy
+3,006
New +$217K 0.04% 462

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

SeaCrest Wealth Management's EFAV Position: Q1 2026 in Review

SeaCrest Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 2,650 shares — an estimated $230K sold.

SeaCrest Wealth Management first reported a position in EFAV in Q4 2017 and held it in 19 quarters. The position peaked at $355K in Q3 2020. 543 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • SeaCrest Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,650 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $230K.
  • SeaCrest Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 19 quarters.
  • SeaCrest Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $355K in Q3 2020.
  • 543 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on SeaCrest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.