Wealth Enhancement Advisory Services
EFAV icon

Wealth Enhancement Advisory Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.49M Sell
61,227
-1,340
-2% -$122K 0.01% 954
2026
Q1 		$5.76M Sell
62,567
-15,709
-20% -$1.42M 0.01% 838
2025
Q4 		$6.8M Sell
78,276
-2,752
-3% -$235K 0.01% 870
2025
Q3 		$6.87M Sell
81,028
-2,931
-3% -$247K 0.01% 811
2025
Q2 		$7.06M Sell
83,959
-13,398
-14% -$1.1M 0.01% 754
2025
Q1 		$7.59M Sell
97,357
-17,359
-15% -$1.3M 0.01% 681
2024
Q4 		$8.11M Buy
114,716
+6,316
+6% +$465K 0.02% 627
2024
Q3 		$8.31M Sell
108,400
-13,082
-11% -$966K 0.02% 574
2024
Q2 		$8.43M Sell
121,482
-34,376
-22% -$2.41M 0.02% 530
2024
Q1 		$11M Sell
155,858
-227,900
-59% -$15.9M 0.03% 446
2023
Q4 		$26.6M Sell
383,758
-60,357
-14% -$4M 0.08% 242
2023
Q3 		$29M Buy
+444,115
New +$29.8M 0.1% 215
2022
Q3 		– Sell
-48,350
Closed -$3.07M – 339
2022
Q2 		$3.07M Sell
48,350
-6,981
-13% -$469K 0.04% 168
2022
Q1 		$4.02M Sell
55,331
-4,954
-8% -$360K 0.05% 149
2021
Q4 		$4.4M Buy
60,285
+38,416
+176% +$2.93M 0.06% 126
2021
Q3 		$1.68M Buy
+21,869
New +$1.7M 0.02% 155

Other funds holding EFAV

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
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Wealth Enhancement Advisory Services's EFAV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.1% in Q2 2026, selling an estimated $122K and leaving 61,227 shares worth $5.49M. The position accounts for 0.01% of the portfolio, ranked #954.

Wealth Enhancement Advisory Services first reported a position in EFAV in Q3 2021 and has held it in 16 quarters since. The position peaked at $29M in Q3 2023. 96 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 61,227 shares of iShares MSCI EAFE Min Vol Factor ETF worth $5.49M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,340 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $122K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #954 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2021 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $29M in Q3 2023.
  • 96 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.