Wealth Advisors of Iowa’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wealth Advisors of Iowa’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	$4.47M	Sell	51,015 -2,444	-5%	-$222K	1.21%	17
2026 Q1	$4.88M	Sell	53,459 -3,548	-6%	-$321K	1.51%	14
2025 Q4	$4.92M	Sell	57,007 -251,729	-82%	-$21.5M	1.61%	15
2025 Q3	$26.2M	Sell	308,736 -3,659	-1%	-$309K	8.92%	3
2025 Q2	$26.3M	Buy	312,395 +165,580	+113%	+$13.6M	9.81%	2
2025 Q1	$11.4M	Buy	+146,815	New	+$11M	4.92%	8
2024 Q4	–	Sell	-3,550	Closed	-$272K	–	67
2024 Q3	$272K	Buy	+3,550	New	+$262K	0.14%	49
2024 Q2	–	Sell	-3,550	Closed	-$252K	–	55
2024 Q1	$252K	Hold	3,550	–	–	0.15%	52
2023 Q4	$246K	Sell	3,550 -1,350	-28%	-$89.5K	0.17%	50
2023 Q3	$320K	Hold	4,900	–	–	0.22%	41
2023 Q2	$331K	Hold	4,900	–	–	0.24%	42
2023 Q1	$331K	Hold	4,900	–	–	0.26%	39
2022 Q4	$312K	Buy	+4,900	New	+$299K	0.25%	47
2020 Q3	–	Sell	-76,189	Closed	-$5.03M	–	32
2020 Q2	$5.03M	Buy	76,189 +1,436	+2%	+$93.2K	3.79%	7
2020 Q1	$4.64M	Buy	+74,753	New	+$5.25M	3.67%	4

Other funds holding EFAV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

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

SimplyRich Carlsbad, California $427M AUM 43.67% 1-Year Est. Return

Wealth Advisors of Iowa's EFAV Position: Q2 2026 in Review

Wealth Advisors of Iowa reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 4.6% in Q2 2026, selling an estimated $222K and leaving 51,015 shares worth $4.47M. The position accounts for 1.21% of the portfolio, ranked #17.

Wealth Advisors of Iowa first reported a position in EFAV in Q1 2020 and has held it in 15 quarters since. The position peaked at $26.3M in Q2 2025. 258 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Wealth Advisors of Iowa held 51,015 shares of iShares MSCI EAFE Min Vol Factor ETF worth $4.47M as of Q2 2026.
Wealth Advisors of Iowa sold 2,444 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $222K.
iShares MSCI EAFE Min Vol Factor ETF made up 1.21% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #17 holding.
Wealth Advisors of Iowa first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and has held it in 15 quarters since.
Wealth Advisors of Iowa's iShares MSCI EAFE Min Vol Factor ETF position peaked at $26.3M in Q2 2025.
258 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.