Wedmont Private Capital’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wedmont Private Capital’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	$282K	Buy	3,152 +1	+0%	+$91	0.01%	762
2026 Q1	$295K	Sell	3,151 -266	-8%	-$24K	0.01%	668
2025 Q4	$296K	Buy	3,417 +266	+8%	+$22.7K	0.01%	654
2025 Q3	$267K	Hold	3,151	–	–	0.01%	651
2025 Q2	$265K	Buy	+3,151	New	+$258K	0.01%	625

Other funds holding EFAV

SAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Wedmont Private Capital's EFAV Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.03% in Q2 2026, buying an estimated $91 and bringing the position to 3,152 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #762.

Wedmont Private Capital first reported a position in EFAV in Q2 2025 and has held it in 5 quarters since. The position peaked at $296K in Q4 2025. 216 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Wedmont Private Capital held 3,152 shares of iShares MSCI EAFE Min Vol Factor ETF worth $282K as of Q2 2026.
Wedmont Private Capital bought 1 iShares MSCI EAFE Min Vol Factor ETF share in Q2 2026, an estimated $91.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #762 holding.
Wedmont Private Capital first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 5 quarters since.
Wedmont Private Capital's iShares MSCI EAFE Min Vol Factor ETF position peaked at $296K in Q4 2025.
216 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.