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Savant Capital’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Savant Capital’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 		$3.37M Sell
36,921
-1,090
-3% -$98.5K 0.02% 331
2025
Q4 		$3.28M Buy
38,011
+915
+2% +$78.2K 0.02% 312
2025
Q3 		$3.15M Sell
37,096
-997
-3% -$84.2K 0.02% 302
2025
Q2 		$3.2M Buy
38,093
+592
+2% +$48.5K 0.02% 272
2025
Q1 		$2.92M Sell
37,501
-2,301
-6% -$172K 0.02% 264
2024
Q4 		$2.81M Sell
39,802
-21,045
-35% -$1.55M 0.02% 348
2024
Q3 		$4.67M Buy
60,847
+49,515
+437% +$3.66M 0.04% 236
2024
Q2 		$786K Buy
11,332
+1,747
+18% +$123K 0.01% 656
2024
Q1 		$679K Sell
9,585
-1,157
-11% -$80.5K 0.01% 650
2023
Q4 		$745K Sell
10,742
-23
-0.2% -$1.52K 0.01% 475
2023
Q3 		$702K Sell
10,765
-848
-7% -$57K 0.01% 465
2023
Q2 		$784K Buy
11,613
+32
+0.3% +$2.21K 0.01% 427
2023
Q1 		$783K Sell
11,581
-213
-2% -$14K 0.01% 376
2022
Q4 		$750K Sell
11,794
-517
-4% -$31.6K 0.02% 304
2022
Q3 		$702K Buy
12,311
+320
+3% +$20.1K 0.02% 291
2022
Q2 		$759K Hold
11,991
– – 0.02% 277
2022
Q1 		$865K Sell
11,991
-2,451
-17% -$178K 0.03% 266
2021
Q4 		$1.11M Sell
14,442
-115
-0.8% -$8.77K 0.04% 225
2021
Q3 		$1.1M Sell
14,557
-13
-0.1% -$1.01K 0.04% 211
2021
Q2 		$1.1M Sell
14,570
-86
-0.6% -$6.48K 0.04% 194
2021
Q1 		$1.07M Sell
14,656
-2,441
-14% -$179K 0.06% 187
2020
Q4 		$1.25M Sell
17,097
-2,551
-13% -$180K 0.07% 161
2020
Q3 		$1.34M Sell
19,648
-2,109
-10% -$144K 0.09% 144
2020
Q2 		$1.44M Sell
21,757
-6,931
-24% -$450K 0.11% 135
2020
Q1 		$1.78M Sell
28,688
-5,490
-16% -$386K 0.17% 109
2019
Q4 		$2.55M Sell
34,178
-3,546
-9% -$264K 0.31% 73
2019
Q3 		$2.76M Sell
37,724
-1,109
-3% -$80.3K 0.38% 59
2019
Q2 		$2.82M Sell
38,833
-1,474
-4% -$106K 0.4% 59
2019
Q1 		$2.91M Sell
40,307
-24,174
-37% -$1.69M 0.55% 46
2018
Q4 		$4.3M Sell
64,481
-36,142
-36% -$2.48M 0.9% 24
2018
Q3 		$7.33M Buy
+100,623
New +$7.26M 1.32% 16

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Savant Capital's EFAV Position: Q1 2026 in Review

Savant Capital reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.9% in Q1 2026, selling an estimated $98.5K and leaving 36,921 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #331.

Savant Capital first reported a position in EFAV in Q3 2018 and has held it in 31 quarters since. The position peaked at $7.33M in Q3 2018. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.

  • Savant Capital held 36,921 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.37M as of Q1 2026.
  • Savant Capital sold 1,090 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2026, an estimated $98.5K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.02% of Savant Capital's portfolio in Q1 2026, its #331 holding.
  • Savant Capital first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2018 and has held it in 31 quarters since.
  • Savant Capital's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.33M in Q3 2018.
  • 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.