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Appleton Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Appleton Partners’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 		$553K Sell
6,309
-104
-2% -$9.44K 0.03% 190
2026
Q1 		$586K Sell
6,413
-41
-0.6% -$3.7K 0.04% 176
2025
Q4 		$557K Sell
6,454
-181
-3% -$15.5K 0.04% 179
2025
Q3 		$563K Hold
6,635
– – 0.04% 174
2025
Q2 		$558K Sell
6,635
-90
-1% -$7.37K 0.04% 175
2025
Q1 		$524K Sell
6,725
-1,310
-16% -$97.8K 0.04% 172
2024
Q4 		$568K Sell
8,035
-380
-5% -$28K 0.04% 166
2024
Q3 		$645K Sell
8,415
-1,133
-12% -$83.7K 0.05% 158
2024
Q2 		$662K Sell
9,548
-462
-5% -$32.4K 0.05% 151
2024
Q1 		$710K Sell
10,010
-1,432
-13% -$99.6K 0.06% 158
2023
Q4 		$793K Sell
11,442
-1,435
-11% -$95.1K 0.06% 153
2023
Q3 		$840K Sell
12,877
-290
-2% -$19.5K 0.07% 142
2023
Q2 		$889K Sell
13,167
-178
-1% -$12.3K 0.08% 145
2023
Q1 		$903K Sell
13,345
-240
-2% -$15.8K 0.08% 160
2022
Q4 		$864K Buy
13,585
+1,110
+9% +$67.8K 0.08% 161
2022
Q3 		$711K Sell
12,475
-370
-3% -$23.2K 0.07% 173
2022
Q2 		$813K Sell
12,845
-162
-1% -$10.9K 0.08% 162
2022
Q1 		$938K Sell
13,007
-35
-0.3% -$2.54K 0.08% 163
2021
Q4 		$1M Sell
13,042
-62
-0.5% -$4.73K 0.08% 164
2021
Q3 		$987K Sell
13,104
-1,192
-8% -$92.6K 0.08% 159
2021
Q2 		$1.08M Sell
14,296
-1,266
-8% -$95.4K 0.09% 149
2021
Q1 		$1.14M Sell
15,562
-1,045
-6% -$76.7K 0.11% 143
2020
Q4 		$1.22M Sell
16,607
-1,190
-7% -$83.8K 0.12% 132
2020
Q3 		$1.21M Sell
17,797
-1,000
-5% -$68.1K 0.13% 125
2020
Q2 		$1.24M Sell
18,797
-3,235
-15% -$210K 0.15% 122
2020
Q1 		$1.37M Sell
22,032
-885
-4% -$62.2K 0.19% 111
2019
Q4 		$1.71M Sell
22,917
-1,361
-6% -$101K 0.19% 121
2019
Q3 		$1.78M Sell
24,278
-2,249
-8% -$163K 0.21% 111
2019
Q2 		$1.93M Sell
26,527
-4,094
-13% -$294K 0.24% 106
2019
Q1 		$2.21M Sell
30,621
-1,578
-5% -$111K 0.29% 93
2018
Q4 		$2.15M Sell
32,199
-5,255
-14% -$361K 0.32% 87
2018
Q3 		$2.73M Sell
37,454
-10,031
-21% -$723K 0.36% 81
2018
Q2 		$3.38M Sell
47,485
-16,213
-25% -$1.19M 0.48% 63
2018
Q1 		$4.69M Sell
63,698
-22,567
-26% -$1.67M 0.71% 45
2017
Q4 		$6.3M Sell
86,265
-14,745
-15% -$1.06M 0.98% 26
2017
Q3 		$7.18M Buy
101,010
+9,072
+10% +$639K 1.21% 17
2017
Q2 		$6.37M Buy
91,938
+12,038
+15% +$830K 1.07% 24
2017
Q1 		$5.27M Buy
+79,900
New +$5.11M 0.97% 32

Other funds holding EFAV

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
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
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

Appleton Partners's EFAV Position: Q2 2026 in Review

Appleton Partners reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 1.6% in Q2 2026, selling an estimated $9.44K and leaving 6,309 shares worth $553K. The position accounts for 0.03% of the portfolio, ranked #190.

Appleton Partners first reported a position in EFAV in Q1 2017 and has held it in 38 quarters since. The position peaked at $7.18M in Q3 2017. 246 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Appleton Partners held 6,309 shares of iShares MSCI EAFE Min Vol Factor ETF worth $553K as of Q2 2026.
  • Appleton Partners sold 104 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $9.44K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #190 holding.
  • Appleton Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2017 and has held it in 38 quarters since.
  • Appleton Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.18M in Q3 2017.
  • 246 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.