Syntegra Private Wealth Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Syntegra Private Wealth Group’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	$351K	Hold	4,007	–	–	0.03%	154
2026 Q1	$366K	Buy	4,007 +224	+6%	+$20.2K	0.03%	132
2025 Q4	$326K	Buy	3,783 +159	+4%	+$13.6K	0.03%	146
2025 Q3	$307K	Sell	3,624 -325	-8%	-$27.4K	0.03%	148
2025 Q2	$332K	Sell	3,949 -64	-2%	-$5.24K	0.03%	143
2025 Q1	$313K	Buy	4,013 +99	+3%	+$7.39K	0.04%	125
2024 Q4	$277K	Sell	3,914 -555	-12%	-$40.8K	0.03%	127
2024 Q3	$343K	Buy	4,469 +38	+0.9%	+$2.81K	0.04%	113
2024 Q2	$307K	Sell	4,431 -194	-4%	-$13.6K	0.04%	110
2024 Q1	$328K	Buy	4,625 +140	+3%	+$9.74K	0.04%	102
2023 Q4	$311K	Hold	4,485	–	–	0.04%	99
2023 Q3	$293K	Sell	4,485 -144	-3%	-$9.67K	0.05%	98
2023 Q2	$312K	Buy	4,629 +39	+0.8%	+$2.69K	0.05%	100
2023 Q1	$311K	Buy	4,590 +40	+0.9%	+$2.63K	0.06%	93
2022 Q4	$289K	Buy	+4,550	New	+$278K	0.06%	85

Other funds holding EFAV

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Syntegra Private Wealth Group's EFAV Position: Q2 2026 in Review

Syntegra Private Wealth Group held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 4,007 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #154.

Syntegra Private Wealth Group first reported a position in EFAV in Q4 2022 and has held it in 15 quarters since. The position peaked at $366K in Q1 2026. 246 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Syntegra Private Wealth Group held 4,007 shares of iShares MSCI EAFE Min Vol Factor ETF worth $351K as of Q2 2026.
Syntegra Private Wealth Group left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #154 holding.
Syntegra Private Wealth Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Syntegra Private Wealth Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $366K in Q1 2026.
246 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.