Sagespring Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sagespring Wealth Partners’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 Q1	–	Sell	-2,325	Closed	-$201K	–	806
2025 Q4	$201K	Sell	2,325 -34	-1%	-$2.91K	﹤0.01%	771
2025 Q3	$200K	Buy	+2,359	New	+$199K	﹤0.01%	727
2025 Q1	–	Sell	-3,334	Closed	-$236K	–	665
2024 Q4	$236K	Buy	+3,334	New	+$245K	0.01%	545

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SAM

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

Sagespring Wealth Partners's EFAV Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2026, closing a stake of 2,325 shares — an estimated $201K sold.

Sagespring Wealth Partners first reported a position in EFAV in Q4 2024 and held it in 3 quarters. The position peaked at $236K in Q4 2024. 539 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

Sagespring Wealth Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2026 after selling out during the quarter.
Sagespring Wealth Partners sold 2,325 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $201K.
Sagespring Wealth Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2024 and held it in 3 quarters.
Sagespring Wealth Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $236K in Q4 2024.
539 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.