Sandy Spring Bank’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sandy Spring Bank’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 Q1	$45.2K	Buy	580 +288	+99%	+$21.5K	﹤0.01%	593
2024 Q4	$20.6K	Hold	292	–	–	﹤0.01%	743
2024 Q3	$22.4K	Hold	292	–	–	﹤0.01%	735
2024 Q2	$20.3K	Hold	292	–	–	﹤0.01%	758
2024 Q1	$20.7K	Hold	292	–	–	﹤0.01%	736
2023 Q4	$20.2K	Hold	292	–	–	﹤0.01%	703
2023 Q3	$19K	Sell	292 -2,260	-89%	-$152K	﹤0.01%	716
2023 Q2	$172K	Buy	2,552 +2,382	+1,401%	+$164K	0.01%	365
2023 Q1	$11.5K	Buy	170 +65	+62%	+$4.28K	﹤0.01%	797
2022 Q4	$6.68K	Hold	105	–	–	﹤0.01%	883
2022 Q3	$6K	Hold	105	–	–	﹤0.01%	888
2022 Q2	$7K	Hold	105	–	–	﹤0.01%	892
2022 Q1	$8K	Sell	105 -163	-61%	-$11.8K	﹤0.01%	893
2021 Q4	$21K	Hold	268	–	–	﹤0.01%	756
2021 Q3	$20K	Hold	268	–	–	﹤0.01%	758
2021 Q2	$20K	Buy	268 +163	+155%	+$12.3K	﹤0.01%	780
2021 Q1	$8K	Hold	105	–	–	﹤0.01%	819
2020 Q4	$8K	Hold	105	–	–	﹤0.01%	775
2020 Q3	$7K	Sell	105 -224	-68%	-$15.2K	﹤0.01%	713
2020 Q2	$22K	Hold	329	–	–	﹤0.01%	587
2020 Q1	$20K	Buy	+329	New	+$23.1K	﹤0.01%	576
2017 Q3	–	Sell	-442	Closed	-$31K	–	819
2017 Q2	$31K	Sell	442 -670	-60%	-$46.2K	﹤0.01%	517
2017 Q1	$73K	Sell	1,112 -354	-24%	-$22.7K	0.01%	400
2016 Q4	$90K	Sell	1,466 -200	-12%	-$12.6K	0.01%	356
2016 Q3	$113K	Hold	1,666	–	–	0.01%	343
2016 Q2	$111K	Hold	1,666	–	–	0.01%	339
2016 Q1	$111K	Buy	1,666 +470	+39%	+$29.9K	0.01%	341
2015 Q4	$78K	Hold	1,196	–	–	0.01%	360
2015 Q3	$75K	Buy	+1,196	New	+$77.8K	0.01%	383

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Sandy Spring Bank's EFAV Position: Q1 2025 in Review

Sandy Spring Bank increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 99% in Q1 2025, buying an estimated $21.5K and bringing the position to 580 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Sandy Spring Bank first reported a position in EFAV in Q3 2015 and has held it in 29 quarters since. The position peaked at $172K in Q2 2023. 483 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

Sandy Spring Bank held 580 shares of iShares MSCI EAFE Min Vol Factor ETF worth $45.2K as of Q1 2025.
Sandy Spring Bank bought 288 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $21.5K.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #593 holding.
Sandy Spring Bank first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2015 and has held it in 29 quarters since.
Sandy Spring Bank's iShares MSCI EAFE Min Vol Factor ETF position peaked at $172K in Q2 2023.
483 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.