UAG
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United Advisor Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

United Advisor 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
Q3 		$293K Buy
3,212
+88
+3% +$8.14K 0.03% 457
2026
Q2 		$274K Buy
3,124
+616
+25% +$55.9K 0.03% 445
2026
Q1 		$229K Buy
+2,508
New +$227K 0.03% 460

Other funds holding EFAV

WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

United Advisor Group's EFAV Position: Q3 2026 in Review

United Advisor Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.8% in Q3 2026, buying an estimated $8.14K and bringing the position to 3,212 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #457.

United Advisor Group first reported a position in EFAV in Q1 2026 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • United Advisor Group held 3,212 shares of iShares MSCI EAFE Min Vol Factor ETF worth $293K as of Q3 2026.
  • United Advisor Group bought 88 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $8.14K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #457 holding.
  • United Advisor Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.