Signature Estate & Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Signature Estate & Investment 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	$2.02M	Buy	23,083 +248	+1%	+$22.5K	0.04%	171
2026 Q1	$2.09M	Buy	22,835 +1,505	+7%	+$136K	0.04%	165
2025 Q4	$1.84M	Buy	21,330 +473	+2%	+$40.4K	0.04%	174
2025 Q3	$1.77M	Sell	20,857 -539	-3%	-$45.5K	0.04%	176
2025 Q2	$1.8M	Buy	21,396 +1,021	+5%	+$83.6K	0.04%	164
2025 Q1	$1.59M	Sell	20,375 -237	-1%	-$17.7K	0.04%	164
2024 Q4	$1.46M	Buy	20,612 +340	+2%	+$25K	0.04%	175
2024 Q3	$1.55M	Sell	20,272 -3,148	-13%	-$233K	0.04%	160
2024 Q2	$1.62M	Buy	+23,420	New	+$1.64M	0.04%	147

Other funds holding EFAV

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

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 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

Signature Estate & Investment Advisors's EFAV Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.1% in Q2 2026, buying an estimated $22.5K and bringing the position to 23,083 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #171.

Signature Estate & Investment Advisors first reported a position in EFAV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.09M in Q1 2026. 367 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Signature Estate & Investment Advisors held 23,083 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.02M as of Q2 2026.
Signature Estate & Investment Advisors bought 248 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $22.5K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #171 holding.
Signature Estate & Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.09M in Q1 2026.
367 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.