Summit Financial’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Summit Financial’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	$33M	Buy	376,075 +1,754	+0.5%	+$159K	0.36%	48
2026 Q1	$34.2M	Buy	374,321 +2,662	+0.7%	+$240K	0.44%	39
2025 Q4	$32.1M	Buy	371,659 +9,749	+3%	+$833K	0.47%	36
2025 Q3	$30.7M	Buy	361,910 +13,238	+4%	+$1.12M	0.47%	33
2025 Q2	$29.3M	Buy	348,672 +346,081	+13,357%	+$28.3M	0.66%	25
2025 Q1	$202K	Buy	+2,591	New	+$193K	0.01%	693

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 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

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

Summit Financial's EFAV Position: Q2 2026 in Review

Summit Financial increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.47% in Q2 2026, buying an estimated $159K and bringing the position to 376,075 shares worth $33M. The position accounts for 0.36% of the portfolio, ranked #48.

Summit Financial first reported a position in EFAV in Q1 2025 and has held it in 6 quarters since. The position peaked at $34.2M in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Summit Financial held 376,075 shares of iShares MSCI EAFE Min Vol Factor ETF worth $33M as of Q2 2026.
Summit Financial bought 1,754 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $159K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.36% of Summit Financial's portfolio in Q2 2026, its #48 holding.
Summit Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $34.2M in Q1 2026.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.