Independence Bank of Kentucky’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Independence Bank of Kentucky’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
2025 Q4	–	Sell	-2,500	Closed	-$212K	–	735
2025 Q3	$212K	Hold	2,500	–	–	0.03%	280
2025 Q2	$210K	Sell	2,500 -500	-17%	-$40.9K	0.03%	272
2025 Q1	$234K	Hold	3,000	–	–	0.04%	257
2024 Q4	$212K	Buy	+3,000	New	+$221K	0.03%	273
2023 Q1	–	Sell	-216	Closed	-$14K	–	435
2022 Q4	$14K	Buy	+216	New	+$13.2K	0.01%	340
2021 Q1	–	Sell	-5,046	Closed	-$370K	–	384
2020 Q4	$370K	Hold	5,046	–	–	0.19%	111
2020 Q3	$344K	Hold	5,046	–	–	0.2%	110
2020 Q2	$333K	Hold	5,046	–	–	0.22%	100
2020 Q1	$313K	Buy	5,046 +80	+2%	+$5.62K	0.25%	97
2019 Q4	$370K	Hold	4,966	–	–	0.24%	91
2019 Q3	$364K	Buy	4,966 +3,320	+202%	+$240K	0.26%	86
2019 Q2	$120K	Hold	1,646	–	–	0.09%	133
2019 Q1	$119K	Buy	1,646 +795	+93%	+$55.7K	0.1%	129
2018 Q4	$57K	Buy	851 +495	+139%	+$34K	0.05%	157
2018 Q3	$26K	Buy	+356	New	+$25.7K	0.02%	222

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Independence Bank of Kentucky's EFAV Position: Q4 2025 in Review

Independence Bank of Kentucky sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2025, closing a stake of 2,500 shares — an estimated $212K sold.

Independence Bank of Kentucky first reported a position in EFAV in Q3 2018 and held it in 15 quarters. The position peaked at $370K in Q4 2020. 537 funds tracked by Wall St. Rank hold EFAV as of Q4 2025.

Independence Bank of Kentucky reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2025 after selling out during the quarter.
Independence Bank of Kentucky sold 2,500 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2025, an estimated $212K.
Independence Bank of Kentucky first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2018 and held it in 15 quarters.
Independence Bank of Kentucky's iShares MSCI EAFE Min Vol Factor ETF position peaked at $370K in Q4 2020.
537 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2025.

Based on Independence Bank of Kentucky's 13F filing for Q4 2025, filed 20 Jan 2026.