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

Sage Mountain 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	$417K	Sell	4,755 -1,099	-19%	-$99.7K	0.03%	156
2026 Q1	$535K	Hold	5,854	–	–	0.04%	132
2025 Q4	$505K	Hold	5,854	–	–	0.03%	270
2025 Q3	$497K	Hold	5,854	–	–	0.03%	276
2025 Q2	$492K	Sell	5,854 -2,255	-28%	-$185K	0.03%	243
2025 Q1	$632K	Hold	8,109	–	–	0.05%	186
2024 Q4	$573K	Buy	8,109 +2,255	+39%	+$166K	0.04%	187
2024 Q3	$449K	Hold	5,854	–	–	0.04%	219
2024 Q2	$406K	Hold	5,854	–	–	0.04%	203
2024 Q1	$415K	Buy	5,854 +2,104	+56%	+$146K	0.04%	186
2023 Q4	$260K	Buy	+3,750	New	+$249K	0.03%	223
2022 Q1	–	Sell	-19,590	Closed	-$1.5M	–	637
2021 Q4	$1.5M	Buy	+19,590	New	+$1.49M	0.18%	86

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 Mountain Advisors's EFAV Position: Q2 2026 in Review

Sage Mountain Advisors reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 19% in Q2 2026, selling an estimated $99.7K and leaving 4,755 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #156.

Sage Mountain Advisors first reported a position in EFAV in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.5M in Q4 2021. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Sage Mountain Advisors held 4,755 shares of iShares MSCI EAFE Min Vol Factor ETF worth $417K as of Q2 2026.
Sage Mountain Advisors sold 1,099 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $99.7K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #156 holding.
Sage Mountain Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 12 quarters since.
Sage Mountain Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.5M in Q4 2021.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.