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Three Bearings Fiduciary Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Three Bearings Fiduciary Advisors’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 		$2.52M Sell
28,725
-1,459
-5% -$132K 2.26% 12
2026
Q1 		$2.76M Sell
30,184
-713
-2% -$64.4K 2.67% 10
2025
Q4 		$2.75M Buy
+30,897
New +$2.64M 2.58% 11

Other funds holding EFAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Three Bearings Fiduciary Advisors's EFAV Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.8% in Q2 2026, selling an estimated $132K and leaving 28,725 shares worth $2.52M. The position accounts for 2.26% of the portfolio, ranked #12.

Three Bearings Fiduciary Advisors first reported a position in EFAV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.76M in Q1 2026. 331 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 28,725 shares of iShares MSCI EAFE Min Vol Factor ETF worth $2.52M as of Q2 2026.
  • Three Bearings Fiduciary Advisors sold 1,459 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $132K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 2.26% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #12 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.76M in Q1 2026.
  • 331 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.