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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
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 		$9.59M 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 		$9.77M Buy
134,481
+134,426
+244,411% +$9.67M 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

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

CX Institutional's EFAV Position: Q2 2026 in Review

CX Institutional reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 45% in Q2 2026, selling an estimated $32.6K and leaving 434 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

CX Institutional first reported a position in EFAV in Q2 2018 and has held it in 26 quarters since. The position peaked at $12.6M in Q2 2022. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • CX Institutional held 434 shares of iShares MSCI EAFE Min Vol Factor ETF worth $38K as of Q2 2026.
  • CX Institutional sold 359 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $32.6K.
  • iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1025 holding.
  • CX Institutional first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2018 and has held it in 26 quarters since.
  • CX Institutional's iShares MSCI EAFE Min Vol Factor ETF position peaked at $12.6M in Q2 2022.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.