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Sage Advisory Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sage Advisory Services’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
2024
Q4 		– Sell
-3,223
Closed -$224K – 44
2024
Q3 		$224K Hold
3,223
– – 0.06% 46
2024
Q2 		$224K Sell
3,223
-530
-14% -$37.2K 0.06% 46
2024
Q1 		$266K Sell
3,753
-142,626
-97% -$9.92M 0.07% 48
2023
Q4 		$10.2M Buy
146,379
+411
+0.3% +$27.2K 2.72% 16
2023
Q3 		$9.52M Buy
+145,968
New +$9.81M 2.66% 16
2016
Q4 		– Sell
-1,181,548
Closed -$79.9M – 27
2016
Q3 		$79.9M Sell
1,181,548
-408,344
-26% -$27.5M 10.08% 4
2016
Q2 		$106M Sell
1,589,892
-15,092
-0.9% -$1.01M 13.96% 2
2016
Q1 		$107M Buy
1,604,984
+53,578
+3% +$3.41M 13.87% 2
2015
Q4 		$101M Buy
+1,551,406
New +$101M 13.26% 2

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Sage Advisory Services's EFAV Position: Q4 2024 in Review

Sage Advisory Services sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 3,223 shares — an estimated $224K sold.

Sage Advisory Services first reported a position in EFAV in Q4 2015 and held it in 9 quarters. The position peaked at $107M in Q1 2016. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

  • Sage Advisory Services reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Sage Advisory Services sold 3,223 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $224K.
  • Sage Advisory Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2015 and held it in 9 quarters.
  • Sage Advisory Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $107M in Q1 2016.
  • 472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on Sage Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.