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

Wealth Enhancement Trust 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 		$28K Hold
319
– – ﹤0.01% 577
2026
Q1 		$29.1K Hold
319
– – ﹤0.01% 513
2025
Q4 		$27.5K Buy
+319
New +$27.3K ﹤0.01% 496

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WBG
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Northwestern Mutual Wealth Management
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 319 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Wealth Enhancement Trust Services first reported a position in EFAV in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.1K in Q1 2026. 448 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Wealth Enhancement Trust Services held 319 shares of iShares MSCI EAFE Min Vol Factor ETF worth $28K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #577 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $29.1K in Q1 2026.
  • 448 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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