Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LCM
Logan Capital Management’s
iShares MSCI EAFE Min Vol Factor ETF
EFAV
Stock Holding History
Logan Capital Management’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
-67
Closed
-$5.7K
–
319
2025
Q3
$5.7K
Hold
67
–
–
﹤0.01%
375
2025
Q2
$5.64K
Buy
67
+1
+2%
+$82
﹤0.01%
370
2025
Q1
$5.13K
Hold
66
–
–
﹤0.01%
458
2024
Q4
$4.66K
Buy
66
+1
+2%
+$74
﹤0.01%
434
2024
Q3
$4.99K
Hold
65
–
–
﹤0.01%
427
2024
Q2
$4.51K
Buy
65
+1
+2%
+$70
﹤0.01%
412
2024
Q1
$4.52K
Hold
64
–
–
﹤0.01%
419
2023
Q4
$4.42K
Buy
+64
New
+$4.24K
﹤0.01%
436
Other funds holding EFAV
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
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
$2.65B 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
$376B AUM
19.32%
1-Year Est. Return
SAM
Securian Asset Management
St Paul, Minnesota
$2.53B AUM
25.83%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close