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

WBH Advisory’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	$408K	Hold	4,652	–	–	0.03%	280
2026 Q1	$428K	Hold	4,652	–	–	0.03%	252
2025 Q4	$401K	Hold	4,652	–	–	0.03%	254
2025 Q3	$395K	Hold	4,652	–	–	0.03%	260
2025 Q2	$391K	Buy	+4,652	New	+$381K	0.03%	257

Other funds holding EFAV

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WBH Advisory's EFAV Position: Q2 2026 in Review

WBH Advisory held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 4,652 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #280.

WBH Advisory first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. The position peaked at $428K in Q1 2026. 388 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

WBH Advisory held 4,652 shares of iShares MSCI EAFE Min Vol Factor ETF worth $408K as of Q2 2026.
WBH Advisory left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #280 holding.
WBH Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
WBH Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $428K in Q1 2026.
388 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.