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Aptus Capital Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Aptus Capital Advisors’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
Q1 		– Sell
-26
Closed -$2.24K – 1705
2025
Q4 		$2.24K Hold
26
– – ﹤0.01% 1607
2025
Q3 		$2.21K Hold
26
– – ﹤0.01% 1538
2025
Q2 		$2.17K Buy
26
+1
+4% +$82 ﹤0.01% 1475
2025
Q1 		$1.97K Sell
25
-350
-93% -$26.1K ﹤0.01% 1384
2024
Q4 		$26.5K Buy
375
+25
+7% +$1.84K ﹤0.01% 1177
2024
Q3 		$26.8K Sell
350
-79
-18% -$5.83K ﹤0.01% 1006
2024
Q2 		$29.8K Sell
429
-470
-52% -$33K ﹤0.01% 942
2024
Q1 		$63.7K Buy
+899
New +$62.5K ﹤0.01% 868
2022
Q3 		– Sell
-680
Closed -$43K – 779
2022
Q2 		$43K Buy
+680
New +$45.7K ﹤0.01% 480

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Aptus Capital Advisors's EFAV Position: Q1 2026 in Review

Aptus Capital Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 26 shares — an estimated $2.24K sold.

Aptus Capital Advisors first reported a position in EFAV in Q2 2022 and held it in 9 quarters. The position peaked at $63.7K in Q1 2024. 543 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Aptus Capital Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 26 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $2.24K.
  • Aptus Capital Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2022 and held it in 9 quarters.
  • Aptus Capital Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $63.7K in Q1 2024.
  • 543 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.