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

SHP 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
Q2 		$73.9K Buy
843
+696
+473% +$63.2K 0.01% 463
2026
Q1 		$13.4K Sell
147
-15
-9% -$1.35K ﹤0.01% 833
2025
Q4 		$14K Buy
+162
New +$13.8K ﹤0.01% 755

Other funds holding EFAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
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
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

SHP Wealth Management's EFAV Position: Q2 2026 in Review

SHP Wealth Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 473% in Q2 2026, buying an estimated $63.2K and bringing the position to 843 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #463.

SHP Wealth Management first reported a position in EFAV in Q4 2025 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • SHP Wealth Management held 843 shares of iShares MSCI EAFE Min Vol Factor ETF worth $73.9K as of Q2 2026.
  • SHP Wealth Management bought 696 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $63.2K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #463 holding.
  • SHP Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 377 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.