CX Institutional
EFAV icon

CX Institutional’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

CX Institutional’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 		$7K Sell
77
-357
-82% -$33K ﹤0.01% 1399
2026
Q2 		$38K Sell
434
-359
-45% -$32.6K ﹤0.01% 1025
2026
Q1 		$72K Sell
793
-360
-31% -$32.5K ﹤0.01% 910
2025
Q4 		$99K Buy
1,153
+35
+3% +$2.99K ﹤0.01% 852
2025
Q3 		$95K Buy
1,118
+706
+171% +$59.6K ﹤0.01% 829
2025
Q2 		$35K Hold
412
– – ﹤0.01% 903
2025
Q1 		$32K Buy
+412
New +$30.8K ﹤0.01% 896
2023
Q2 		– Sell
-4,614
Closed -$312K – 512
2023
Q1 		$312K Sell
4,614
-4,682
-50% -$308K 0.02% 407
2022
Q4 		$591K Sell
9,296
-70,355
-88% -$4.3M 0.04% 347
2022
Q3 		$4.54M Sell
79,651
-119,156
-60% -$7.47M 0.32% 83
2022
Q2 		$12.6M Buy
198,807
+96,467
+94% +$6.48M 0.95% 20
2022
Q1 		$7.38M Buy
102,340
+30,093
+42% +$2.18M 0.59% 41
2021
Q4 		$5.55M Hold
72,247
– – 0.44% 64
2021
Q3 		$5.44M Sell
72,247
-409
-0.6% -$31.8K 0.44% 61
2021
Q2 		$5.49M Sell
72,656
-67,932
-48% -$5.12M 0.45% 58
2021
Q1 		$10.3M Buy
140,588
+6
+0% +$440 0.92% 27
2020
Q4 		$10.3M Sell
140,582
-175
-0.1% -$12.3K 0.99% 18
2020
Q3 		$9.6M Buy
140,757
+175
+0.1% +$11.9K 1.04% 17
2020
Q2 		$9.29M Buy
140,582
+2,000
+1% +$130K 1.22% 15
2020
Q1 		$8.6M Buy
138,582
+341
+0.2% +$24K 1.4% 15
2019
Q4 		$10.3M Buy
138,241
+16,229
+13% +$1.21M 1.8% 14
2019
Q3 		$8.94M Sell
122,012
-12,469
-9% -$903K 1.45% 19
2019
Q2 		$9.8M Buy
134,481
+134,426
+244,411% +$9.7M 1.55% 19
2019
Q1 		$4K Buy
55
+20
+57% +$1.4K ﹤0.01% 579
2018
Q4 		$2K Sell
35
-14,170
-100% -$974K ﹤0.01% 450
2018
Q3 		$1.03M Buy
14,205
+1,304
+10% +$94K 0.34% 84
2018
Q2 		$918K Buy
+12,901
New +$949K 0.34% 81

Other funds holding EFAV

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
CFG
Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

CX Institutional's EFAV Position: Q3 2026 in Review

CX Institutional reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 82% in Q3 2026, selling an estimated $33K and leaving 77 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

CX Institutional first reported a position in EFAV in Q2 2018 and has held it in 27 quarters since. The position peaked at $12.6M in Q2 2022. 165 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • CX Institutional held 77 shares of iShares MSCI EAFE Min Vol Factor ETF worth $7K as of Q3 2026.
  • CX Institutional sold 357 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2026, an estimated $33K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1399 holding.
  • CX Institutional first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and has held it in 27 quarters since.
  • CX Institutional's iShares MSCI EAFE Min Vol Factor ETF position peaked at $12.6M in Q2 2022.
  • 165 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.