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Woodmont Investment Counsel’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Woodmont Investment Counsel’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 		$611K Sell
6,964
-1,068
-13% -$96.9K 0.03% 175
2026
Q1 		$734K Hold
8,032
– – 0.05% 157
2025
Q4 		$693K Hold
8,032
– – 0.04% 158
2025
Q3 		$681K Sell
8,032
-795
-9% -$67.1K 0.05% 159
2025
Q2 		$742K Sell
8,827
-24,576
-74% -$2.01M 0.05% 168
2025
Q1 		$2.6M Buy
33,403
+1,630
+5% +$122K 0.19% 87
2024
Q4 		$2.25M Sell
31,773
-833
-3% -$61.3K 0.17% 91
2024
Q3 		$2.5M Buy
32,606
+1,394
+4% +$103K 0.19% 83
2024
Q2 		$2.16M Sell
31,212
-1,245
-4% -$87.4K 0.18% 86
2024
Q1 		$2.3M Sell
32,457
-998
-3% -$69.4K 0.19% 86
2023
Q4 		$2.32M Sell
33,455
-87,935
-72% -$5.83M 0.22% 82
2023
Q3 		$7.92M Buy
121,390
+1,253
+1% +$84.2K 0.84% 34
2023
Q2 		$8.11M Buy
120,137
+1,337
+1% +$92.2K 0.84% 34
2023
Q1 		$8.04M Buy
118,800
+15,401
+15% +$1.01M 0.85% 33
2022
Q4 		$6.57M Buy
103,399
+5,054
+5% +$309K 0.74% 40
2022
Q3 		$5.61M Sell
98,345
-8,755
-8% -$549K 0.7% 43
2022
Q2 		$6.78M Buy
107,100
+2,915
+3% +$196K 0.84% 36
2022
Q1 		$7.52M Buy
104,185
+6,079
+6% +$441K 0.87% 31
2021
Q4 		$7.53M Buy
98,106
+4,260
+5% +$325K 0.96% 27
2021
Q3 		$7.07M Buy
93,846
+20,055
+27% +$1.56M 1.03% 28
2021
Q2 		$5.57M Buy
73,791
+7,489
+11% +$564K 0.88% 32
2021
Q1 		$4.84M Buy
66,302
+7,580
+13% +$556K 0.82% 37
2020
Q4 		$4.31M Buy
58,722
+3,215
+6% +$227K 0.8% 38
2020
Q3 		$3.78M Buy
55,507
+5
+0% +$340 0.81% 34
2020
Q2 		$3.67M Sell
55,502
-5,468
-9% -$355K 0.88% 31
2020
Q1 		$3.78M Sell
60,970
-7,157
-11% -$503K 1.04% 25
2019
Q4 		$5.08M Buy
68,127
+11,235
+20% +$837K 1.15% 24
2019
Q3 		$4.17M Buy
56,892
+7,087
+14% +$513K 1.02% 28
2019
Q2 		$3.62M Buy
49,805
+2,354
+5% +$169K 0.9% 35
2019
Q1 		$3.42M Buy
47,451
+1,669
+4% +$117K 0.89% 34
2018
Q4 		$3.05M Buy
45,782
+13,277
+41% +$912K 0.86% 35
2018
Q3 		$2.37M Buy
32,505
+4,677
+17% +$337K 0.65% 47
2018
Q2 		$1.98M Buy
27,828
+16,667
+149% +$1.23M 0.55% 52
2018
Q1 		$822K Buy
+11,161
New +$824K 0.23% 95

Other funds holding EFAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
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
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

Woodmont Investment Counsel's EFAV Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 13% in Q2 2026, selling an estimated $96.9K and leaving 6,964 shares worth $611K. The position accounts for 0.03% of the portfolio, ranked #175.

Woodmont Investment Counsel first reported a position in EFAV in Q1 2018 and has held it in 34 quarters since. The position peaked at $8.11M in Q2 2023. 341 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

  • Woodmont Investment Counsel held 6,964 shares of iShares MSCI EAFE Min Vol Factor ETF worth $611K as of Q2 2026.
  • Woodmont Investment Counsel sold 1,068 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2026, an estimated $96.9K.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.03% of Woodmont Investment Counsel's portfolio in Q2 2026, its #175 holding.
  • Woodmont Investment Counsel first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2018 and has held it in 34 quarters since.
  • Woodmont Investment Counsel's iShares MSCI EAFE Min Vol Factor ETF position peaked at $8.11M in Q2 2023.
  • 341 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.