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Valmark Advisers’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Valmark Advisers’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 		$218K Buy
+2,480
New +$225K ﹤0.01% 699
2022
Q2 		– Sell
-4,241
Closed -$306K – 413
2022
Q1 		$306K Sell
4,241
-1,841
-30% -$134K 0.01% 368
2021
Q4 		$467K Buy
+6,082
New +$464K 0.01% 294

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Financial Engines Advisors
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

Valmark Advisers's EFAV Position: Q2 2026 in Review

Valmark Advisers opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 2,480 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in EFAV as recently as Q1 2022.

Valmark Advisers first reported a position in EFAV in Q4 2021 and has held it in 3 quarters since. The position peaked at $467K in Q4 2021. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Valmark Advisers held 2,480 shares of iShares MSCI EAFE Min Vol Factor ETF worth $218K as of Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF was a new Valmark Advisers position in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #699 holding.
  • Valmark Advisers first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 3 quarters since.
  • Valmark Advisers's iShares MSCI EAFE Min Vol Factor ETF position peaked at $467K in Q4 2021.
  • 530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.