CI
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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

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
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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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. 113 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.
  • 113 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.