Sweeney & Michel’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sweeney & Michel’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 Q3	$898K	Hold	9,857	–	–	0.24%	68
2026 Q2	$929K	Sell	9,857 -86	-0.9%	-$7.8K	0.24%	65
2026 Q1	$929K	Buy	9,943 +100	+1%	+$9.03K	0.27%	63
2025 Q4	$921K	Buy	9,843 +381	+4%	+$32.6K	0.27%	61
2025 Q3	$792K	Hold	9,462	–	–	0.27%	64
2025 Q2	$788K	Buy	9,462 +132	+1%	+$10.8K	0.28%	61
2025 Q1	$683K	Buy	+9,330	New	+$697K	0.3%	59
2024 Q3	$779K	Hold	10,245	–	–	0.31%	58
2024 Q2	$717K	Sell	10,245 -1,551	-13%	-$109K	0.31%	56
2024 Q1	$846K	Buy	+11,796	New	+$821K	0.37%	48
2023 Q3	$1.26M	Buy	19,477 +445	+2%	+$29.9K	0.66%	28
2023 Q2	$1.29M	Buy	19,032 +291	+2%	+$20.1K	0.66%	25
2023 Q1	$1.29M	Buy	+18,741	New	+$1.23M	0.69%	25

Other funds holding EFAV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sweeney & Michel's EFAV Position: Q3 2026 in Review

Sweeney & Michel held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 9,857 shares worth $898K. The position accounts for 0.24% of the portfolio, ranked #68.

Sweeney & Michel first reported a position in EFAV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.29M in Q1 2023. 332 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

Sweeney & Michel held 9,857 shares of iShares MSCI EAFE Min Vol Factor ETF worth $898K as of Q3 2026.
Sweeney & Michel left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.24% of Sweeney & Michel's portfolio in Q3 2026, its #68 holding.
Sweeney & Michel first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.29M in Q1 2023.
332 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.