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Sanibel Captiva Trust Company’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sanibel Captiva Trust Company’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 		$207K Hold
2,365
– – 0.01% 450
2026
Q1 		$216K Hold
2,365
– – 0.01% 426
2025
Q4 		$204K Hold
2,365
– – 0.01% 411
2025
Q3 		$201K Buy
+2,365
New +$200K 0.01% 400

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
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

Sanibel Captiva Trust Company's EFAV Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 2,365 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #450.

Sanibel Captiva Trust Company first reported a position in EFAV in Q3 2025 and has held it in 4 quarters since. The position peaked at $216K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Sanibel Captiva Trust Company held 2,365 shares of iShares MSCI EAFE Min Vol Factor ETF worth $207K as of Q2 2026.
  • Sanibel Captiva Trust Company left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #450 holding.
  • Sanibel Captiva Trust Company first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Sanibel Captiva Trust Company's iShares MSCI EAFE Min Vol Factor ETF position peaked at $216K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.