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

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return