Jackson Hole Capital Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Jackson Hole Capital Partners’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	$1.1K	Hold	12	–	–	﹤0.01%	309
2025 Q4	$1.03K	Hold	12	–	–	﹤0.01%	306
2025 Q3	$1.02K	Hold	12	–	–	﹤0.01%	301
2025 Q2	$1.01K	Hold	12	–	–	﹤0.01%	279
2025 Q1	$935	Hold	12	–	–	﹤0.01%	275
2024 Q4	$849	Hold	12	–	–	﹤0.01%	270
2024 Q3	$920	Hold	12	–	–	﹤0.01%	265
2024 Q2	$832	Hold	12	–	–	﹤0.01%	270
2024 Q1	$851	Hold	12	–	–	﹤0.01%	269
2023 Q4	$832	Hold	12	–	–	﹤0.01%	270
2023 Q3	$783	Hold	12	–	–	﹤0.01%	255
2023 Q2	$810	Hold	12	–	–	﹤0.01%	269
2023 Q1	$812	Sell	12 -14	-54%	-$922	﹤0.01%	293
2022 Q4	$1.65K	Hold	26	–	–	﹤0.01%	260
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	260
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	236
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	245
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	232
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	242
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	239
2021 Q1	$2K	Buy	+26	New	+$1.91K	﹤0.01%	237

Other funds holding EFAV

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SAM

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

Jackson Hole Capital Partners's EFAV Position: Q1 2026 in Review

Jackson Hole Capital Partners held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q1 2026 at 12 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Jackson Hole Capital Partners first reported a position in EFAV in Q1 2021 and has held it in 21 quarters since. The position peaked at $2K in Q2 2022. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Jackson Hole Capital Partners held 12 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.1K as of Q1 2026.
Jackson Hole Capital Partners left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #309 holding.
Jackson Hole Capital Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2021 and has held it in 21 quarters since.
Jackson Hole Capital Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2K in Q2 2022.
539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.