SouthState Corp’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

SouthState Corp’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 Q3	$89.7K	Hold	984	–	–	﹤0.01%	424
2026 Q2	$86.3K	Hold	984	–	–	﹤0.01%	439
2026 Q1	$89.9K	Hold	984	–	–	﹤0.01%	391
2025 Q4	$84.9K	Sell	984 -175	-15%	-$15K	﹤0.01%	391
2025 Q3	$98.3K	Hold	1,159	–	–	﹤0.01%	383
2025 Q2	$97.4K	Hold	1,159	–	–	﹤0.01%	417
2025 Q1	$90.3K	Buy	+1,159	New	+$86.5K	﹤0.01%	435
2023 Q3	–	Sell	-23	Closed	-$1.55K	–	643
2023 Q2	$1.55K	Buy	+23	New	+$1.59K	﹤0.01%	556
2019 Q1	–	Sell	-3,230	Closed	-$216K	–	264
2018 Q4	$216K	Hold	3,230	–	–	0.03%	241
2018 Q3	$235K	Sell	3,230 -810	-20%	-$58.4K	0.02%	246
2018 Q2	$288K	Sell	4,040 -95	-2%	-$6.98K	0.03%	230
2018 Q1	$305K	Sell	4,135 -410	-9%	-$30.3K	0.04%	212
2017 Q4	$331K	Buy	4,545 +20	+0.4%	+$1.44K	0.04%	241
2017 Q3	$322K	Buy	+4,525	New	+$319K	0.04%	201
2017 Q1	–	Sell	-900	Closed	-$221K	–	248
2016 Q4	$221K	Sell	900 -2,100	-70%	-$133K	0.03%	226
2016 Q3	$203K	Buy	+3,000	New	+$202K	0.03%	224

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SouthState Corp's EFAV Position: Q3 2026 in Review

SouthState Corp held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 984 shares worth $89.7K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

SouthState Corp first reported a position in EFAV in Q3 2016 and has held it in 16 quarters since. The position peaked at $331K in Q4 2017. 371 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

SouthState Corp held 984 shares of iShares MSCI EAFE Min Vol Factor ETF worth $89.7K as of Q3 2026.
SouthState Corp left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of SouthState Corp's portfolio in Q3 2026, its #424 holding.
SouthState Corp first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2016 and has held it in 16 quarters since.
SouthState Corp's iShares MSCI EAFE Min Vol Factor ETF position peaked at $331K in Q4 2017.
371 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

Based on SouthState Corp's 13F filing for Q3 2026, filed 9 Nov 2026.