SageView Advisory Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

SageView Advisory Group’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
2025 Q4	$1.73M	Buy	20,112 +142	+0.7%	+$12.1K	0.06%	172
2025 Q3	$1.69M	Sell	19,970 -58	-0.3%	-$4.9K	0.06%	186
2025 Q2	$1.66M	Buy	20,028 +74	+0.4%	+$6.06K	0.06%	165
2025 Q1	$1.55M	Sell	19,954 -709	-3%	-$52.9K	0.07%	154
2024 Q4	$1.46M	Sell	20,663 -2,262	-10%	-$166K	0.06%	166
2024 Q3	$1.76M	Sell	22,925 -248	-1%	-$18.3K	0.09%	127
2024 Q2	$1.61M	Buy	+23,173	New	+$1.63M	0.07%	151
2024 Q1	–	Sell	-28,228	Closed	-$1.95M	–	576
2023 Q4	$1.95M	Sell	28,228 -16,518	-37%	-$1.09M	0.08%	143
2023 Q3	$2.92M	Sell	44,746 -12,809	-22%	-$860K	0.17%	81
2023 Q2	$3.88M	Sell	57,555 -24,959	-30%	-$1.72M	0.22%	68
2023 Q1	$5.58M	Sell	82,514 -82,994	-50%	-$5.46M	0.36%	43
2022 Q4	$10.5M	Buy	+165,508	New	+$10.1M	0.85%	22

Other funds holding EFAV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SAM

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

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

SageView Advisory Group's EFAV Position: Q4 2025 in Review

SageView Advisory Group increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.71% in Q4 2025, buying an estimated $12.1K and bringing the position to 20,112 shares worth $1.73M. The position accounts for 0.06% of the portfolio, ranked #172.

SageView Advisory Group first reported a position in EFAV in Q4 2022 and has held it in 12 quarters since. The position peaked at $10.5M in Q4 2022. 538 funds tracked by Wall St. Rank hold EFAV as of Q4 2025.

SageView Advisory Group held 20,112 shares of iShares MSCI EAFE Min Vol Factor ETF worth $1.73M as of Q4 2025.
SageView Advisory Group bought 142 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2025, an estimated $12.1K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #172 holding.
SageView Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $10.5M in Q4 2022.
538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.