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Sovran Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Sovran Advisors’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
Q3 		– Sell
-2,814
Closed -$235K – 527
2025
Q2 		$235K Buy
+2,814
New +$230K 0.02% 447

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Sovran Advisors's EFAV Position: Q3 2025 in Review

Sovran Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2025, closing a stake of 2,814 shares — an estimated $235K sold.

Sovran Advisors first reported a position in EFAV in Q2 2025 and held it in 1 quarter. The position peaked at $235K in Q2 2025. 516 funds tracked by Wall St. Rank hold EFAV as of Q3 2025.

  • Sovran Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Sovran Advisors sold 2,814 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2025, an estimated $235K.
  • Sovran Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2025 and held it in 1 quarter.
  • Sovran Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $235K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2025.

Based on Sovran Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.