SMCM
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Sky-Mountain Capital Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sky-Mountain Capital 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 		$888K Buy
10,120
+325
+3% +$29.5K 0.64% 25
2026
Q1 		$895K Sell
9,795
-10
-0.1% -$903 0.64% 18
2025
Q4 		$868K Buy
9,805
+80
+0.8% +$6.84K 0.58% 20
2025
Q3 		$831K Buy
9,725
+60
+0.6% +$5.07K 0.58% 16
2025
Q2 		$814K Hold
9,665
– – 0.54% 17
2025
Q1 		$753K Buy
+9,665
New +$722K 0.64% 16

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

Sky-Mountain Capital Management's EFAV Position: Q2 2026 in Review

Sky-Mountain Capital Management increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 3.3% in Q2 2026, buying an estimated $29.5K and bringing the position to 10,120 shares worth $888K. The position accounts for 0.64% of the portfolio, ranked #25.

Sky-Mountain Capital Management first reported a position in EFAV in Q1 2025 and has held it in 6 quarters since. The position peaked at $895K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Sky-Mountain Capital Management held 10,120 shares of iShares MSCI EAFE Min Vol Factor ETF worth $888K as of Q2 2026.
  • Sky-Mountain Capital Management bought 325 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $29.5K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.64% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #25 holding.
  • Sky-Mountain Capital Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • Sky-Mountain Capital Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $895K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.