Verus Capital Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Verus Capital Partners’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	$345K	Sell	3,933 -311	-7%	-$28.2K	0.02%	364
2026 Q1	$388K	Sell	4,244 -97	-2%	-$8.76K	0.03%	316
2025 Q4	$374K	Buy	+4,341	New	+$371K	0.02%	316
2025 Q1	–	Sell	-4,023	Closed	-$284K	–	386
2024 Q4	$284K	Sell	4,023 -1,637	-29%	-$120K	0.03%	289
2024 Q3	$434K	Sell	5,660 -3,265	-37%	-$241K	0.04%	216
2024 Q2	$619K	Sell	8,925 -1,328	-13%	-$93.2K	0.06%	167
2024 Q1	$727K	Sell	10,253 -3,286	-24%	-$229K	0.08%	146
2023 Q4	$939K	Sell	13,539 -5,730	-30%	-$380K	0.11%	111
2023 Q3	$1.26M	Sell	19,269 -5,285	-22%	-$355K	0.18%	86
2023 Q2	$1.66M	Sell	24,554 -14,857	-38%	-$1.02M	0.23%	68
2023 Q1	$2.67M	Sell	39,411 -12,618	-24%	-$831K	0.42%	40
2022 Q4	$3.31M	Sell	52,029 -14,908	-22%	-$911K	0.62%	28
2022 Q3	$3.82M	Buy	66,937 +12,964	+24%	+$813K	0.72%	21
2022 Q2	$4.29M	Sell	53,973 -7,071	-12%	-$475K	0.84%	22
2022 Q1	$4.11M	Buy	+61,044	New	+$4.43M	0.64%	25
2020 Q1	$2.54M	Buy	40,909 +918	+2%	+$64.5K	0.8%	26
2019 Q4	$2.98M	Buy	+39,991	New	+$2.98M	0.98%	19

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Verus Capital Partners's EFAV Position: Q2 2026 in Review

Verus Capital Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 7.3% in Q2 2026, selling an estimated $28.2K and leaving 3,933 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #364.

Verus Capital Partners first reported a position in EFAV in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.29M in Q2 2022. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Verus Capital Partners held 3,933 shares of iShares MSCI EAFE Min Vol Factor ETF worth $345K as of Q2 2026.
Verus Capital Partners sold 311 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $28.2K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Verus Capital Partners's portfolio in Q2 2026, its #364 holding.
Verus Capital Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and has held it in 17 quarters since.
Verus Capital Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.29M in Q2 2022.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.