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Sound Income Strategies’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sound Income Strategies’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 		– Sell
-20
Closed -$1.84K – 999
2026
Q1 		$1.84K Sell
20
-118
-86% -$10.7K ﹤0.01% 2172
2025
Q4 		$12.1K Hold
138
– – ﹤0.01% 1370
2025
Q3 		$11.7K Hold
138
– – ﹤0.01% 969
2025
Q2 		$11.6K Sell
138
-42
-23% -$3.44K ﹤0.01% 903
2025
Q1 		$14.1K Buy
180
+62
+53% +$4.63K ﹤0.01% 809
2024
Q4 		$8.37K Sell
118
-69
-37% -$5.08K ﹤0.01% 879
2024
Q3 		$14.4K Hold
187
– – ﹤0.01% 710
2024
Q2 		$13K Sell
187
-213
-53% -$15K ﹤0.01% 722
2024
Q1 		$28.4K Buy
400
+213
+114% +$14.8K ﹤0.01% 533
2023
Q4 		$13K Sell
187
-28
-13% -$1.86K ﹤0.01% 677
2023
Q3 		$14K Buy
215
+28
+15% +$1.88K ﹤0.01% 510
2023
Q2 		$12.6K Sell
187
-710
-79% -$49K ﹤0.01% 527
2023
Q1 		$60.7K Buy
897
+382
+74% +$25.1K 0.01% 262
2022
Q4 		$32.7K Hold
515
– – ﹤0.01% 313
2022
Q3 		$29K Buy
515
+107
+26% +$6.71K ﹤0.01% 303
2022
Q2 		$26K Buy
408
+221
+118% +$14.8K ﹤0.01% 309
2022
Q1 		$13K Hold
187
– – ﹤0.01% 420
2021
Q4 		$14K Hold
187
– – ﹤0.01% 427
2021
Q3 		$14K Hold
187
– – ﹤0.01% 402
2021
Q2 		$14K Buy
187
+118
+171% +$8.89K ﹤0.01% 413
2021
Q1 		$5.04K Hold
69
– – ﹤0.01% 617
2020
Q4 		$5K Hold
69
– – ﹤0.01% 577
2020
Q3 		$5K Hold
69
– – ﹤0.01% 539
2020
Q2 		$5K Hold
69
– – ﹤0.01% 499
2020
Q1 		$4K Hold
69
– – ﹤0.01% 480
2019
Q4 		$5K Hold
69
– – ﹤0.01% 449
2019
Q3 		$5K Hold
69
– – ﹤0.01% 418
2019
Q2 		$5K Hold
69
– – ﹤0.01% 434
2019
Q1 		$5K Hold
69
– – ﹤0.01% 429
2018
Q4 		$5K Buy
+69
New +$4.74K ﹤0.01% 432

Other funds holding EFAV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
S
SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return

Sound Income Strategies's EFAV Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026, closing a stake of 20 shares — an estimated $1.84K sold.

Sound Income Strategies first reported a position in EFAV in Q4 2018 and held it in 30 quarters. The position peaked at $60.7K in Q1 2023. 293 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 20 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.84K.
  • Sound Income Strategies first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 30 quarters.
  • Sound Income Strategies's iShares MSCI EAFE Min Vol Factor ETF position peaked at $60.7K in Q1 2023.
  • 293 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.