Sage Capital Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sage Capital Advisors’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	$368K	Sell	4,194 -219	-5%	-$19.9K	0.08%	115
2026 Q1	$403K	Hold	4,413	–	–	0.09%	106
2025 Q4	$381K	Hold	4,413	–	–	0.09%	106
2025 Q3	$374K	Hold	4,413	–	–	0.09%	112
2025 Q2	$371K	Hold	4,413	–	–	0.09%	110
2025 Q1	$344K	Hold	4,413	–	–	0.09%	108
2024 Q4	$312K	Hold	4,413	–	–	0.08%	120
2024 Q3	$338K	Hold	4,413	–	–	0.09%	116
2024 Q2	$306K	Hold	4,413	–	–	0.09%	117
2024 Q1	$313K	Hold	4,413	–	–	0.09%	115
2023 Q4	$306K	Hold	4,413	–	–	0.1%	108
2023 Q3	$288K	Hold	4,413	–	–	0.11%	106
2023 Q2	$298K	Sell	4,413 -141	-3%	-$9.72K	0.1%	104
2023 Q1	$308K	Hold	4,554	–	–	0.12%	102
2022 Q4	$290K	Buy	+4,554	New	+$278K	0.13%	105

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SAM

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

Sage Capital Advisors's EFAV Position: Q2 2026 in Review

Sage Capital Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 5% in Q2 2026, selling an estimated $19.9K and leaving 4,194 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #115.

Sage Capital Advisors first reported a position in EFAV in Q4 2022 and has held it in 15 quarters since. The position peaked at $403K in Q1 2026. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Sage Capital Advisors held 4,194 shares of iShares MSCI EAFE Min Vol Factor ETF worth $368K as of Q2 2026.
Sage Capital Advisors sold 219 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $19.9K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.08% of Sage Capital Advisors's portfolio in Q2 2026, its #115 holding.
Sage Capital Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
Sage Capital Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $403K in Q1 2026.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.