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Anderson Hoagland & Co’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Anderson Hoagland & Co’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 		$13M Sell
147,790
-17
-0% -$1.54K 1.02% 31
2026
Q1 		$13.5M Buy
147,807
+1,390
+0.9% +$126K 1.16% 24
2025
Q4 		$12.6M Sell
146,417
-1,339
-0.9% -$114K 1.09% 24
2025
Q3 		$12.5M Buy
147,756
+1,036
+0.7% +$87.5K 1.12% 23
2025
Q2 		$12.3M Buy
146,720
+1,477
+1% +$121K 1.18% 23
2025
Q1 		$10.6M Buy
145,243
+8,909
+7% +$665K 1.26% 22
2024
Q4 		$9.65M Buy
136,334
+445
+0.3% +$32.8K 0.99% 28
2024
Q3 		$10.3M Sell
135,889
-442
-0.3% -$32.6K 1.05% 28
2024
Q2 		$9.54M Sell
136,331
-34,212
-20% -$2.4M 1% 30
2024
Q1 		$11.8M Buy
170,543
+5,054
+3% +$352K 1.32% 20
2023
Q4 		$11.5M Buy
165,489
+169
+0.1% +$11.2K 1.41% 21
2023
Q3 		$10.8M Sell
165,320
-4,181
-2% -$281K 1.44% 17
2023
Q2 		$11.4M Buy
169,501
+13,669
+9% +$943K 1.47% 15
2023
Q1 		$10.5M Buy
155,832
+1,294
+0.8% +$85.2K 1.51% 16
2022
Q4 		$10.2M Sell
154,538
-33,315
-18% -$2.04M 1.49% 17
2022
Q3 		$10.7M Sell
187,853
-3,508
-2% -$220K 1.71% 15
2022
Q2 		$12.2M Sell
191,361
-595
-0.3% -$40K 1.82% 15
2022
Q1 		$13.8M Buy
191,956
+2,037
+1% +$148K 1.78% 16
2021
Q4 		$13.8M Buy
189,919
+5,422
+3% +$413K 1.81% 16
2021
Q3 		$13.9M Buy
184,497
+4,481
+2% +$348K 1.77% 17
2021
Q2 		$13.6M Buy
180,016
+18,735
+12% +$1.41M 1.73% 17
2021
Q1 		$11.8M Buy
161,281
+2,738
+2% +$201K 1.66% 18
2020
Q4 		$11.6M Buy
+158,543
New +$11.2M 1.85% 16

Other funds holding EFAV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 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
SP
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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Anderson Hoagland & Co's EFAV Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.01% in Q2 2026, selling an estimated $1.54K and leaving 147,790 shares worth $13M. The position accounts for 1.02% of the portfolio, ranked #31.

Anderson Hoagland & Co first reported a position in EFAV in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.9M in Q3 2021. 143 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Anderson Hoagland & Co held 147,790 shares of iShares MSCI EAFE Min Vol Factor ETF worth $13M as of Q2 2026.
  • Anderson Hoagland & Co sold 17 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $1.54K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 1.02% of Anderson Hoagland & Co's portfolio in Q2 2026, its #31 holding.
  • Anderson Hoagland & Co first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Anderson Hoagland & Co's iShares MSCI EAFE Min Vol Factor ETF position peaked at $13.9M in Q3 2021.
  • 143 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.