WhitTier Trust Company’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $217K | Hold |
2,343
| – | – | ﹤0.01% | 489 |
|
|
2025
Q4 | $204K | Sell |
2,343
-754
| -24% | -$64.4K | ﹤0.01% | 486 |
|
|
2025
Q3 | $264K | Hold |
3,097
| – | – | 0.01% | 439 |
|
|
2025
Q2 | $260K | Hold |
3,097
| – | – | 0.01% | 491 |
|
|
2025
Q1 | $241K | Buy |
3,097
+817
| +36% | +$61K | 0.01% | 493 |
|
|
2024
Q4 | $161K | Hold |
2,280
| – | – | ﹤0.01% | 529 |
|
|
2024
Q3 | $175K | Hold |
2,280
| – | – | ﹤0.01% | 500 |
|
|
2024
Q2 | $158K | Sell |
2,280
-723
| -24% | -$50.8K | ﹤0.01% | 498 |
|
|
2024
Q1 | $213K | Hold |
3,003
| – | – | 0.01% | 459 |
|
|
2023
Q4 | $208K | Hold |
3,003
| – | – | 0.01% | 457 |
|
|
2023
Q3 | $196K | Hold |
3,003
| – | – | 0.01% | 450 |
|
|
2023
Q2 | $203K | Buy |
3,003
+1,392
| +86% | +$96K | 0.01% | 462 |
|
|
2023
Q1 | $109K | Hold |
1,611
| – | – | ﹤0.01% | 551 |
|
|
2022
Q4 | $102K | Hold |
1,611
| – | – | ﹤0.01% | 557 |
|
|
2022
Q3 | $92K | Hold |
1,611
| – | – | ﹤0.01% | 576 |
|
|
2022
Q2 | $102K | Hold |
1,611
| – | – | ﹤0.01% | 553 |
|
|
2022
Q1 | $116K | Hold |
1,611
| – | – | ﹤0.01% | 544 |
|
|
2021
Q4 | $124K | Hold |
1,611
| – | – | ﹤0.01% | 534 |
|
|
2021
Q3 | $121K | Hold |
1,611
| – | – | 0.01% | 521 |
|
|
2021
Q2 | $122K | Hold |
1,611
| – | – | 0.01% | 512 |
|
|
2021
Q1 | $118K | Sell |
1,611
-419
| -21% | -$30.7K | 0.01% | 505 |
|
|
2020
Q4 | $149K | Hold |
2,030
| – | – | 0.01% | 459 |
|
|
2020
Q3 | $138K | Sell |
2,030
-606
| -23% | -$41.3K | 0.01% | 464 |
|
|
2020
Q2 | $174K | Sell |
2,636
-616
| -19% | -$40K | 0.01% | 419 |
|
|
2020
Q1 | $202K | Sell |
3,252
-1,327
| -29% | -$93.2K | 0.02% | 387 |
|
|
2019
Q4 | $341K | Sell |
4,579
-540
| -11% | -$40.2K | 0.02% | 346 |
|
|
2019
Q3 | $375K | Hold |
5,119
| – | – | 0.03% | 331 |
|
|
2019
Q2 | $372K | Hold |
5,119
| – | – | 0.03% | 322 |
|
|
2019
Q1 | $369K | Hold |
5,119
| – | – | 0.03% | 314 |
|
|
2018
Q4 | $341K | Buy |
5,119
+1,404
| +38% | +$96.5K | 0.03% | 312 |
|
|
2018
Q3 | $270K | Hold |
3,715
| – | – | 0.02% | 354 |
|
|
2018
Q2 | $264K | Hold |
3,715
| – | – | 0.02% | 354 |
|
|
2018
Q1 | $274K | Sell |
3,715
-400
| -10% | -$29.5K | 0.02% | 343 |
|
|
2017
Q4 | $300K | Hold |
4,115
| – | – | 0.03% | 311 |
|
|
2017
Q3 | $292K | Hold |
4,115
| – | – | 0.03% | 309 |
|
|
2017
Q2 | $285K | Sell |
4,115
-160
| -4% | -$11K | 0.03% | 309 |
|
|
2017
Q1 | $282K | Sell |
4,275
-1
| -0% | -$64 | 0.03% | 304 |
|
|
2016
Q4 | $262K | Sell |
4,276
-6,091
| -59% | -$385K | 0.03% | 309 |
|
|
2016
Q3 | $701K | Hold |
10,367
| – | – | 0.08% | 205 |
|
|
2016
Q2 | $688K | Sell |
10,367
-845
| -8% | -$56.5K | 0.08% | 205 |
|
|
2016
Q1 | $745K | Hold |
11,212
| – | – | 0.09% | 203 |
|
|
2015
Q4 | $727K | Sell |
11,212
-6,161
| -35% | -$402K | 0.09% | 209 |
|
|
2015
Q3 | $1.08M | Buy |
17,373
+16
| +0.1% | +$1.04K | 0.13% | 162 |
|
|
2015
Q2 | $1.13M | Buy |
17,357
+6,975
| +67% | +$473K | 0.13% | 169 |
|
|
2015
Q1 | $684K | Buy |
10,382
+665
| +7% | +$43.1K | 0.08% | 222 |
|
|
2014
Q4 | $600K | Buy |
+9,717
| New | +$608K | 0.07% | 233 |
|
|
2013
Q3 | – | Sell |
-125
| Closed | -$7K | – | 870 |
|
|
2013
Q2 | $7K | Buy |
+125
| New | +$7.47K | ﹤0.01% | 786 |
|
Other funds holding EFAV
WBG
SAM
WhitTier Trust Company's EFAV Position: Q1 2026 in Review
WhitTier Trust Company held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q1 2026 at 2,343 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #489.
WhitTier Trust Company first reported a position in EFAV in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.13M in Q2 2015. 538 funds tracked by Wall St. Rank hold EFAV as of Q1 2026.
- WhitTier Trust Company held 2,343 shares of iShares MSCI EAFE Min Vol Factor ETF worth $217K as of Q1 2026.
- WhitTier Trust Company left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q1 2026.
- iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #489 holding.
- WhitTier Trust Company first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2013 and has held it in 47 quarters since.
- WhitTier Trust Company's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.13M in Q2 2015.
- 538 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2026.
Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.