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

SYM Financial Corp’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	$38K	Hold	433	–	–	﹤0.01%	444
2026 Q1	$39.6K	Sell	433 -1,679	-79%	-$152K	﹤0.01%	370
2025 Q4	$182K	Hold	2,112	–	–	0.02%	329
2025 Q3	$179K	Sell	2,112 -194	-8%	-$16.4K	0.02%	324
2025 Q2	$194K	Hold	2,306	–	–	0.02%	313
2025 Q1	$180K	Buy	2,306 +433	+23%	+$32.3K	0.02%	272
2024 Q4	$132K	Sell	1,873 -118	-6%	-$8.68K	0.02%	248
2024 Q3	$153K	Hold	1,991	–	–	0.02%	193
2024 Q2	$138K	Hold	1,991	–	–	0.02%	172
2024 Q1	$141K	Sell	1,991 -6	-0.3%	-$417	0.02%	104
2023 Q4	$138K	Buy	1,997 +1,723	+629%	+$114K	0.02%	113
2023 Q3	$17.9K	Buy	+274	New	+$18.4K	﹤0.01%	152
2020 Q1	–	Sell	-3,950	Closed	-$294K	–	76
2019 Q4	$294K	Buy	+3,950	New	+$294K	0.19%	30

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

SYM Financial Corp's EFAV Position: Q2 2026 in Review

SYM Financial Corp held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 433 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

SYM Financial Corp first reported a position in EFAV in Q4 2019 and has held it in 13 quarters since. The position peaked at $294K in Q4 2019. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

SYM Financial Corp held 433 shares of iShares MSCI EAFE Min Vol Factor ETF worth $38K as of Q2 2026.
SYM Financial Corp left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #444 holding.
SYM Financial Corp first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 13 quarters since.
SYM Financial Corp's iShares MSCI EAFE Min Vol Factor ETF position peaked at $294K in Q4 2019.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.