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

Summit Wealth Partners’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 		$337K Buy
3,843
+56
+1% +$5.08K 0.05% 213
2026
Q1 		$346K Sell
3,787
-268
-7% -$24.2K 0.05% 201
2025
Q4 		$350K Buy
4,055
+44
+1% +$3.76K 0.06% 154
2025
Q3 		$340K Sell
4,011
-97
-2% -$8.19K 0.06% 169
2025
Q2 		$345K Buy
4,108
+60
+1% +$4.91K 0.07% 168
2025
Q1 		$315K Sell
4,048
-128
-3% -$9.56K 0.06% 171
2024
Q4 		$295K Buy
4,176
+38
+0.9% +$2.8K 0.06% 167
2024
Q3 		$317K Sell
4,138
-151
-4% -$11.2K 0.06% 185
2024
Q2 		$297K Buy
4,289
+62
+1% +$4.35K 0.06% 183
2024
Q1 		$300K Sell
4,227
-151
-3% -$10.5K 0.06% 177
2023
Q4 		$304K Buy
4,378
+93
+2% +$6.16K 0.07% 160
2023
Q3 		$279K Sell
4,285
-364
-8% -$24.5K 0.07% 152
2023
Q2 		$314K Buy
4,649
+58
+1% +$4K 0.08% 142
2023
Q1 		$311K Sell
4,591
-170
-4% -$11.2K 0.08% 143
2022
Q4 		$303K Buy
4,761
+32
+0.7% +$1.96K 0.08% 143
2022
Q3 		$270K Sell
4,729
-1,039
-18% -$65.2K 0.08% 131
2022
Q2 		$365K Buy
5,768
+93
+2% +$6.25K 0.1% 112
2022
Q1 		$409K Sell
5,675
-2,678
-32% -$194K 0.09% 109
2021
Q4 		$641K Buy
8,353
+122
+1% +$9.3K 0.14% 80
2021
Q3 		$620K Sell
8,231
-6,584
-44% -$511K 0.15% 78
2021
Q2 		$1.12M Sell
14,815
-162,026
-92% -$12.2M 0.27% 54
2021
Q1 		$12.9M Buy
176,841
+8,156
+5% +$599K 3.31% 8
2020
Q4 		$12.4M Buy
168,685
+24,679
+17% +$1.74M 3.37% 8
2020
Q3 		$9.81M Sell
144,006
-1,591
-1% -$108K 2.95% 11
2020
Q2 		$9.62M Sell
145,597
-3,403
-2% -$221K 3.11% 11
2020
Q1 		$9.25M Sell
149,000
-6,527
-4% -$459K 3.76% 8
2019
Q4 		$11.6M Buy
+155,527
New +$11.6M 4.01% 7

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

Summit Wealth Partners's EFAV Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.5% in Q2 2026, buying an estimated $5.08K and bringing the position to 3,843 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #213.

Summit Wealth Partners first reported a position in EFAV in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.9M in Q1 2021. 275 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Summit Wealth Partners held 3,843 shares of iShares MSCI EAFE Min Vol Factor ETF worth $337K as of Q2 2026.
  • Summit Wealth Partners bought 56 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $5.08K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #213 holding.
  • Summit Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $12.9M in Q1 2021.
  • 275 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.