VisionPoint Advisory Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

VisionPoint Advisory 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	$232K	Buy	+2,543	New	+$235K	0.04%	405
2019 Q4	–	Sell	-70,817	Closed	-$5.17M	–	130
2019 Q3	$5.17M	Buy	70,817 +2,846	+4%	+$206K	1.42%	7
2019 Q2	$4.94M	Buy	67,971 +1,432	+2%	+$103K	1.42%	7
2019 Q1	$4.79M	Buy	66,539 +4,800	+8%	+$336K	1.35%	9
2018 Q4	$4.12M	Buy	+61,739	New	+$4.24M	1.33%	10

Other funds holding EFAV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

VisionPoint Advisory Group's EFAV Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2026: 2,543 shares worth $232K. The stake represents 0.04% of the portfolio and ranks #405 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in EFAV as recently as Q3 2019.

VisionPoint Advisory Group first reported a position in EFAV in Q4 2018 and has held it in 5 quarters since. The position peaked at $5.17M in Q3 2019. 165 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

VisionPoint Advisory Group held 2,543 shares of iShares MSCI EAFE Min Vol Factor ETF worth $232K as of Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new VisionPoint Advisory Group position in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #405 holding.
VisionPoint Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and has held it in 5 quarters since.
VisionPoint Advisory Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.17M in Q3 2019.
165 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.