Ledyard National Bank’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ledyard National Bank’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	$13.4M	Buy	153,015 +982	+0.6%	+$89.1K	1.08%	23
2026 Q1	$13.9M	Buy	152,033 +2,459	+2%	+$222K	1.2%	22
2025 Q4	$12.9M	Buy	149,574 +390	+0.3%	+$33.3K	1.11%	24
2025 Q3	$12.7M	Sell	149,184 -571	-0.4%	-$48.2K	1.13%	25
2025 Q2	$12.6M	Buy	149,755 +1,357	+0.9%	+$111K	1.19%	23
2025 Q1	$11.6M	Sell	148,398 -235	-0.2%	-$17.5K	1.14%	25
2024 Q4	$10.5M	Buy	148,633 +8,703	+6%	+$641K	0.99%	29
2024 Q3	$10.7M	Buy	139,930 +5,122	+4%	+$378K	0.98%	32
2024 Q2	$9.35M	Buy	134,808 +9,476	+8%	+$665K	0.91%	33
2024 Q1	$8.88M	Buy	125,332 +6,736	+6%	+$469K	0.86%	39
2023 Q4	$8.22M	Buy	118,596 +3,936	+3%	+$261K	0.85%	43
2023 Q3	$7.48M	Buy	114,660 +5,067	+5%	+$340K	0.85%	43
2023 Q2	$7.4M	Buy	109,593 +3,994	+4%	+$275K	0.81%	44
2023 Q1	$7.14M	Buy	105,599 +8,264	+8%	+$544K	0.82%	45
2022 Q4	$6.19M	Buy	97,335 +7,612	+8%	+$465K	0.73%	51
2022 Q3	$5.12M	Buy	89,723 +8,156	+10%	+$511K	0.67%	54
2022 Q2	$5.16M	Buy	81,567 +5,034	+7%	+$338K	0.62%	61
2022 Q1	$5.52M	Buy	76,533 +14,600	+24%	+$1.06M	0.55%	66
2021 Q4	$4.75M	Buy	61,933 +5,659	+10%	+$431K	0.46%	71
2021 Q3	$4.24M	Buy	56,274 +10,485	+23%	+$814K	0.44%	70
2021 Q2	$3.46M	Buy	45,789 +5,834	+15%	+$440K	0.35%	77
2021 Q1	$2.92M	Buy	39,955 +4,179	+12%	+$307K	0.31%	80
2020 Q4	$2.63M	Buy	35,776 +6,616	+23%	+$466K	0.3%	82
2020 Q3	$1.99M	Buy	29,160 +7,532	+35%	+$513K	0.25%	88
2020 Q2	$1.43M	Buy	21,628 +2,508	+13%	+$163K	0.19%	100
2020 Q1	$1.19M	Buy	19,120 +3,912	+26%	+$275K	0.18%	110
2019 Q4	$1.13M	Buy	+15,208	New	+$1.13M	0.14%	129
2016 Q1	–	Sell	-53	Closed	-$3K	–	702
2015 Q4	$3K	Buy	+53	New	+$3.45K	﹤0.01%	641

Other funds holding EFAV

SAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ledyard National Bank's EFAV Position: Q2 2026 in Review

Ledyard National Bank increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.65% in Q2 2026, buying an estimated $89.1K and bringing the position to 153,015 shares worth $13.4M. The position accounts for 1.08% of the portfolio, ranked #23.

Ledyard National Bank first reported a position in EFAV in Q4 2015 and has held it in 28 quarters since. The position peaked at $13.9M in Q1 2026. 246 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Ledyard National Bank held 153,015 shares of iShares MSCI EAFE Min Vol Factor ETF worth $13.4M as of Q2 2026.
Ledyard National Bank bought 982 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $89.1K.
iShares MSCI EAFE Min Vol Factor ETF made up 1.08% of Ledyard National Bank's portfolio in Q2 2026, its #23 holding.
Ledyard National Bank first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and has held it in 28 quarters since.
Ledyard National Bank's iShares MSCI EAFE Min Vol Factor ETF position peaked at $13.9M in Q1 2026.
246 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.