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Summit X LLC’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Summit X LLC’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
-3,043
Closed -$256K – 68
2025
Q2 		$256K Buy
3,043
+39
+1% +$3.19K 0.05% 215
2025
Q1 		$203K Buy
+3,004
New +$224K 0.04% 226
2022
Q2 		– Sell
-3,080
Closed -$220K – 256
2022
Q1 		$220K Sell
3,080
-741
-19% -$53.8K 0.05% 233
2021
Q4 		$292K Buy
3,821
+84
+2% +$6.4K 0.07% 221
2021
Q3 		$281K Sell
3,737
-171
-4% -$13.3K 0.07% 226
2021
Q2 		$288K Sell
3,908
-274
-7% -$20.6K 0.07% 223
2021
Q1 		$303K Sell
4,182
-693
-14% -$50.9K 0.08% 219
2020
Q4 		$354K Buy
+4,875
New +$343K 0.1% 190
2020
Q2 		$313K Sell
4,735
-39
-0.8% -$2.53K 0.12% 164
2020
Q1 		$299K Sell
4,774
-236
-5% -$16.6K 0.14% 143
2019
Q4 		$370K Sell
5,010
-148
-3% -$11K 0.14% 173
2019
Q3 		$375K Sell
5,158
-348
-6% -$25.2K 0.15% 165
2019
Q2 		$397K Sell
5,506
-558
-9% -$40.1K 0.16% 156
2019
Q1 		$428K Sell
6,064
-1,132
-16% -$79.3K 0.18% 139
2018
Q4 		$474K Sell
7,196
-1,923
-21% -$132K 0.27% 103
2018
Q3 		$660K Sell
9,119
-1,402
-13% -$101K 0.32% 76
2018
Q2 		$747K Sell
10,521
-83,235
-89% -$6.12M 0.42% 57
2018
Q1 		$6.91M Sell
93,756
-3,464
-4% -$256K 4.15% 2
2017
Q4 		$7.07M Buy
97,220
+17,408
+22% +$1.25M 4.48% 2
2017
Q3 		$5.67M Sell
79,812
-2,154
-3% -$152K 3.76% 2
2017
Q2 		$5.68M Buy
+81,966
New +$5.65M 4.05% 2

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

Summit X LLC's EFAV Position: Q3 2025 in Review

Summit X LLC sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2025, closing a stake of 3,043 shares — an estimated $256K sold.

Summit X LLC first reported a position in EFAV in Q2 2017 and held it in 21 quarters. The position peaked at $7.07M in Q4 2017. 516 funds tracked by Wall St. Rank hold EFAV as of Q3 2025.

  • Summit X LLC reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 3,043 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2025, an estimated $256K.
  • Summit X LLC first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2017 and held it in 21 quarters.
  • Summit X LLC's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.07M in Q4 2017.
  • 516 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.