Trust Company of Vermont’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Trust Company of Vermont’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	$63.2K	Buy	+720	New	+$65.3K	﹤0.01%	562
2025 Q4	$4.05K	Hold	47	–	–	﹤0.01%	968
2025 Q3	$3.99K	Buy	+47	New	+$3.97K	﹤0.01%	950
2025 Q2	–	Sell	-17	Closed	-$1.32K	–	1100
2025 Q1	$1.32K	Buy	+17	New	+$1.27K	﹤0.01%	961
2024 Q4	–	Sell	-675	Closed	-$51.8K	–	1070
2024 Q3	$51.8K	Buy	+675	New	+$49.9K	﹤0.01%	512
2017 Q3	–	Sell	-51	Closed	-$4K	–	941
2017 Q2	$4K	Hold	51	–	–	﹤0.01%	844
2017 Q1	$3K	Buy	+51	New	+$3.26K	﹤0.01%	805

Other funds holding EFAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Trust Company of Vermont's EFAV Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2026: 720 shares worth $63.2K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in EFAV as recently as Q4 2025.

Trust Company of Vermont first reported a position in EFAV in Q1 2017 and has held it in 7 quarters since. 341 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Trust Company of Vermont held 720 shares of iShares MSCI EAFE Min Vol Factor ETF worth $63.2K as of Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF was a new Trust Company of Vermont position in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #562 holding.
Trust Company of Vermont first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2017 and has held it in 7 quarters since.
341 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.