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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return