Essex Financial Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $648K | Hold |
7,097
| – | – | 0.04% | 383 |
|
|
2025
Q4 | $612K | Sell |
7,097
-292
| -4% | -$25K | 0.03% | 395 |
|
|
2025
Q3 | $627K | Hold |
7,389
| – | – | 0.04% | 366 |
|
|
2025
Q2 | $621K | Buy |
7,389
+29
| +0.4% | +$2.37K | 0.04% | 368 |
|
|
2025
Q1 | $573K | Sell |
7,360
-151
| -2% | -$11.3K | 0.04% | 350 |
|
|
2024
Q4 | $531K | Sell |
7,511
-815
| -10% | -$60K | 0.04% | 366 |
|
|
2024
Q3 | $622K | Buy |
8,326
+151
| +2% | +$11.2K | 0.04% | 334 |
|
|
2024
Q2 | $586K | Buy |
8,175
+1,405
| +21% | +$98.6K | 0.04% | 342 |
|
|
2024
Q1 | $480K | Sell |
6,770
-1,312
| -16% | -$91.3K | 0.04% | 335 |
|
|
2023
Q4 | $560K | Buy |
8,082
+54
| +0.7% | +$3.58K | 0.06% | 284 |
|
|
2023
Q3 | $524K | Sell |
8,028
-746
| -9% | -$50.1K | 0.06% | 271 |
|
|
2023
Q2 | $592K | Buy |
8,774
+1,427
| +19% | +$98.4K | 0.07% | 253 |
|
|
2023
Q1 | $497K | Sell |
7,347
-142
| -2% | -$9.35K | 0.05% | 285 |
|
|
2022
Q4 | $476K | Sell |
7,489
-1,274
| -15% | -$77.8K | 0.05% | 285 |
|
|
2022
Q3 | $500K | Sell |
8,763
-981
| -10% | -$61.5K | 0.06% | 253 |
|
|
2022
Q2 | $617K | Sell |
9,744
-648
| -6% | -$43.5K | 0.07% | 243 |
|
|
2022
Q1 | $750K | Sell |
10,392
-5,484
| -35% | -$398K | 0.07% | 233 |
|
|
2021
Q4 | $1.22M | Buy |
15,876
+636
| +4% | +$48.5K | 0.12% | 172 |
|
|
2021
Q3 | $1.15M | Buy |
15,240
+3,671
| +32% | +$285K | 0.13% | 168 |
|
|
2021
Q2 | $844K | Hold |
11,569
| – | – | 0.12% | 177 |
|
|
2021
Q1 | $844K | Sell |
11,569
-9,329
| -45% | -$685K | 0.15% | 148 |
|
|
2020
Q4 | $1.53M | Buy |
20,898
+3,372
| +19% | +$238K | 0.3% | 81 |
|
|
2020
Q3 | $1.19M | Buy |
17,526
+3,268
| +23% | +$222K | 0.29% | 82 |
|
|
2020
Q2 | $942K | Buy |
14,258
+6,165
| +76% | +$400K | 0.29% | 86 |
|
|
2020
Q1 | $502K | Buy |
8,093
+3,988
| +97% | +$280K | 0.18% | 125 |
|
|
2019
Q4 | $306K | Buy |
+4,105
| New | +$306K | 0.08% | 204 |
|
|
2018
Q2 | – | Sell |
-20,352
| Closed | -$1.5M | – | 296 |
|
|
2018
Q1 | $1.5M | Buy |
+20,352
| New | +$1.5M | 0.29% | 97 |
|
|
2017
Q3 | – | Sell |
-19,146
| Closed | -$1.33M | – | 295 |
|
|
2017
Q2 | $1.33M | Buy |
19,146
+3,526
| +23% | +$243K | 0.28% | 96 |
|
|
2017
Q1 | $1.03M | Sell |
15,620
-36,000
| -70% | -$2.3M | 0.24% | 106 |
|
|
2016
Q4 | $2.82M | Sell |
51,620
-20,105
| -28% | -$1.27M | 0.6% | 43 |
|
|
2016
Q3 | $4.43M | Buy |
71,725
+29,095
| +68% | +$1.96M | 1.05% | 20 |
|
|
2016
Q2 | $2.4M | Buy |
42,630
+6,930
| +19% | +$463K | 0.58% | 46 |
|
|
2016
Q1 | $1.9M | Buy |
+35,700
| New | +$2.27M | 0.47% | 55 |
|
Other funds holding EFAV
WBG
SAM
Essex Financial Services's EFAV Position: Q1 2026 in Review
Essex Financial Services held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q1 2026 at 7,097 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #383.
Essex Financial Services first reported a position in EFAV in Q1 2016 and has held it in 33 quarters since. The position peaked at $4.43M in Q3 2016. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.
- Essex Financial Services held 7,097 shares of iShares MSCI EAFE Min Vol Factor ETF worth $648K as of Q1 2026.
- Essex Financial Services left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q1 2026.
- iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #383 holding.
- Essex Financial Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2016 and has held it in 33 quarters since.
- Essex Financial Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.43M in Q3 2016.
- 539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.