HM Payson & Co’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

HM Payson & Co’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	$152K	Hold	1,735	–	–	﹤0.01%	497
2026 Q1	$159K	Hold	1,735	–	–	﹤0.01%	476
2025 Q4	$150K	Hold	1,735	–	–	﹤0.01%	487
2025 Q3	$147K	Hold	1,735	–	–	﹤0.01%	491
2025 Q2	$146K	Hold	1,735	–	–	﹤0.01%	475
2025 Q1	$135K	Hold	1,735	–	–	﹤0.01%	482
2024 Q4	$123K	Hold	1,735	–	–	﹤0.01%	503
2024 Q3	$133K	Buy	+1,735	New	+$128K	﹤0.01%	483
2023 Q2	–	Sell	-327	Closed	-$22.1K	–	1018
2023 Q1	$22.1K	Buy	+327	New	+$21.5K	﹤0.01%	697
2021 Q2	–	Sell	-307	Closed	-$22K	–	1105
2021 Q1	$22K	Hold	307	–	–	﹤0.01%	732
2020 Q4	$23K	Buy	+307	New	+$21.6K	﹤0.01%	744

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HM Payson & Co's EFAV Position: Q2 2026 in Review

HM Payson & Co held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 1,735 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

HM Payson & Co first reported a position in EFAV in Q4 2020 and has held it in 11 quarters since. The position peaked at $159K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

HM Payson & Co held 1,735 shares of iShares MSCI EAFE Min Vol Factor ETF worth $152K as of Q2 2026.
HM Payson & Co left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #497 holding.
HM Payson & Co first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and has held it in 11 quarters since.
HM Payson & Co's iShares MSCI EAFE Min Vol Factor ETF position peaked at $159K in Q1 2026.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.