SPA
EFAV icon

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

Shore Point 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
Q2 		$3.29M Sell
37,514
-3,770
-9% -$342K 1.13% 22
2026
Q1 		$3.77M Sell
41,284
-1,168
-3% -$106K 1.49% 18
2025
Q4 		$3.66M Buy
42,452
+95
+0.2% +$8.12K 1.55% 16
2025
Q3 		$3.59M Buy
42,357
+4,254
+11% +$359K 1.59% 14
2025
Q2 		$3.2M Sell
38,103
-463
-1% -$37.9K 1.54% 14
2025
Q1 		$3.01M Sell
38,566
-1,204
-3% -$89.9K 1.59% 14
2024
Q4 		$2.81M Buy
39,770
+923
+2% +$67.9K 1.51% 13
2024
Q3 		$2.98M Sell
38,847
-422
-1% -$31.2K 1.6% 12
2024
Q2 		$2.72M Buy
39,269
+896
+2% +$62.9K 1.55% 13
2024
Q1 		$2.72M Sell
38,373
-403
-1% -$28K 1.55% 14
2023
Q4 		$2.69M Sell
38,776
-8,348
-18% -$553K 1.67% 14
2023
Q3 		$3.07M Sell
47,124
-316
-0.7% -$21.2K 2.22% 14
2023
Q2 		$3.2M Buy
47,440
+285
+0.6% +$19.7K 2.28% 15
2023
Q1 		$3.19M Sell
47,155
-1,004
-2% -$66.1K 2.42% 14
2022
Q4 		$3.06M Buy
48,159
+1,604
+3% +$98K 2.52% 13
2022
Q3 		$2.65M Buy
46,555
+625
+1% +$39.2K 2.59% 13
2022
Q2 		$2.91M Buy
45,930
+2,557
+6% +$172K 2.72% 13
2022
Q1 		$3.13M Buy
43,373
+2,837
+7% +$206K 2.72% 12
2021
Q4 		$3.11M Buy
+40,536
New +$3.09M 2.59% 12

Other funds holding EFAV

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Shore Point Advisors's EFAV Position: Q2 2026 in Review

Shore Point Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 9.1% in Q2 2026, selling an estimated $342K and leaving 37,514 shares worth $3.29M. The position accounts for 1.13% of the portfolio, ranked #22.

Shore Point Advisors first reported a position in EFAV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.77M in Q1 2026. 94 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Shore Point Advisors held 37,514 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.29M as of Q2 2026.
  • Shore Point Advisors sold 3,770 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $342K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 1.13% of Shore Point Advisors's portfolio in Q2 2026, its #22 holding.
  • Shore Point Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • Shore Point Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.77M in Q1 2026.
  • 94 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.