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 Q3	$288K	Hold	3,152	–	–	0.01%	795
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's EFAV Position: Q3 2026 in Review

Wedmont Private Capital held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 3,152 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #795.

Wedmont Private Capital first reported a position in EFAV in Q2 2025 and has held it in 6 quarters since. The position peaked at $296K in Q4 2025. 29 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

Wedmont Private Capital held 3,152 shares of iShares MSCI EAFE Min Vol Factor ETF worth $288K as of Q3 2026.
Wedmont Private Capital left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #795 holding.
Wedmont Private Capital first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 6 quarters since.
Wedmont Private Capital's iShares MSCI EAFE Min Vol Factor ETF position peaked at $296K in Q4 2025.
29 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.