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WPG Advisers’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

WPG Advisers’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 		$39.8K Sell
454
-68
-13% -$6.17K 0.02% 364
2026
Q1 		$47.7K Sell
522
-3
-0.6% -$271 0.04% 290
2025
Q4 		$45.3K Buy
525
+30
+6% +$2.56K 0.03% 311
2025
Q3 		$42K Sell
495
-71
-13% -$5.99K 0.03% 329
2025
Q2 		$47.6K Sell
566
-58
-9% -$4.75K 0.04% 285
2025
Q1 		$48.6K Sell
624
-330
-35% -$24.6K 0.05% 277
2024
Q4 		$67.5K Buy
+954
New +$70.2K 0.06% 234

Other funds holding EFAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Commonwealth Equity Services
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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

WPG Advisers's EFAV Position: Q2 2026 in Review

WPG Advisers reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 13% in Q2 2026, selling an estimated $6.17K and leaving 454 shares worth $39.8K. The position accounts for 0.02% of the portfolio, ranked #364.

WPG Advisers first reported a position in EFAV in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.5K in Q4 2024. 341 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • WPG Advisers held 454 shares of iShares MSCI EAFE Min Vol Factor ETF worth $39.8K as of Q2 2026.
  • WPG Advisers sold 68 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $6.17K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #364 holding.
  • WPG Advisers first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's iShares MSCI EAFE Min Vol Factor ETF position peaked at $67.5K in Q4 2024.
  • 341 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.