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Sagard Holdings Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sagard Holdings 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
Q3 		$89.1K Hold
1,050
– – 0.45% 24
2025
Q2 		$88.3K Buy
+1,050
New +$85.9K 0.25% 27

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Sagard Holdings Management's EFAV Position: Q3 2025 in Review

Sagard Holdings Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2025 at 1,050 shares worth $89.1K. The position accounts for 0.45% of the portfolio, ranked #24.

Sagard Holdings Management first reported a position in EFAV in Q2 2025 and has held it in 2 quarters since. 515 funds tracked by Wall St. Rank hold EFAV as of Q3 2025.

  • Sagard Holdings Management held 1,050 shares of iShares MSCI EAFE Min Vol Factor ETF worth $89.1K as of Q3 2025.
  • Sagard Holdings Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2025.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.45% of Sagard Holdings Management's portfolio in Q3 2025, its #24 holding.
  • Sagard Holdings Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 515 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.