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BOLTON SECURITIES CORPORATION’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$43.3K Hold
475
– – ﹤0.01% 1388
2026
Q2 		$41.7K Sell
475
-240
-34% -$21.8K ﹤0.01% 1402
2026
Q1 		$65.3K Buy
+715
New +$64.6K ﹤0.01% 1157
2025
Q3 		$40.3K Buy
+475
New +$40.1K ﹤0.01% 1192
2025
Q1 		$37K Buy
+475
New +$35.5K ﹤0.01% 1123

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EFAV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 475 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

BOLTON SECURITIES CORPORATION first reported a position in EFAV in Q1 2025 and has held it in 5 quarters since. The position peaked at $65.3K in Q1 2026. 415 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 475 shares of iShares MSCI EAFE Min Vol Factor ETF worth $43.3K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION 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 BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1388 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares MSCI EAFE Min Vol Factor ETF position peaked at $65.3K in Q1 2026.
  • 415 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.