UWM
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Urban Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Urban Wealth Management’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 		$343K Hold
3,915
– – 0.3% 69
2026
Q1 		$358K Hold
3,915
– – 0.37% 55
2025
Q4 		$338K Buy
+3,915
New +$335K 0.31% 64
2022
Q2 		$443K Buy
+6,995
New +$470K 1.49% 17

Other funds holding EFAV

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
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
SP
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

Urban Wealth Management's EFAV Position: Q2 2026 in Review

Urban Wealth Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 3,915 shares worth $343K. The position accounts for 0.3% of the portfolio, ranked #69.

Urban Wealth Management first reported a position in EFAV in Q2 2022 and has held it in 4 quarters since. The position peaked at $443K in Q2 2022. 246 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Urban Wealth Management held 3,915 shares of iShares MSCI EAFE Min Vol Factor ETF worth $343K as of Q2 2026.
  • Urban Wealth Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.3% of Urban Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Urban Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2022 and has held it in 4 quarters since.
  • Urban Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $443K in Q2 2022.
  • 246 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.