EFAV · Insider trading · 13F holders · Congress trades
iShares MSCI EAFE Min Vol Factor ETF (EFAV)
Who is buying and selling EFAV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 61
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
EFAV at a glance
- No open-market insider purchases or sales of EFAV were filed in the last 90 days.
- 61 13F filers hold EFAV among their 50 largest positions, worth $585.5M combined. The biggest bets by portfolio weight are Alpha Capital Advisors Inc /adv (6.4%), Wharton Business Group, LLC (4.9%) and Compass Financial Group, Inc. (Ohio) (3.9%). In their latest 13Fs, 1 manager opened a new position and 8 added to one.
- Members of Congress have disclosed 1 EFAV trade since 2022, 0 purchases and 1 sale in the past year; the latest was Tommy Tuberville (R-AL), selling $15K–50K on Aug 1, 2022.
- EFAV last closed at $96.27 on Oct 30, 2026.
EFAV insider trading
No open-market insider purchases or sales of EFAV were filed in the last 90 days.
Who owns EFAV? Hedge funds and superinvestors
61 13F filers hold EFAV among their 50 largest positions, worth $585.5M combined. The biggest bets by portfolio weight are Alpha Capital Advisors Inc /adv (6.4%), Wharton Business Group, LLC (4.9%) and Compass Financial Group, Inc. (Ohio) (3.9%). In their latest 13Fs, 1 manager opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Wharton Business Group, LLCWealth manager | 4.9% | $146.6M | 1,671,587 | -2.5% shares | Q2 2026 |
| Financial Engines Advisors L.L.C.Wealth manager | 0.1% | $68.4M | 779,547 | +1.5% shares | Q2 2026 |
| Securian Asset Management, IncInstitutional asset manager | 2.3% | $64.0M | 702,769 | +0.0% shares | Q2 2026 |
| Summit Financial, LLCWealth manager | 0.4% | $33.0M | 376,075 | +0.5% shares | Q2 2026 |
| Facet Wealth, Inc.Wealth manager | 0.4% | $26.8M | 305,572 | +1.5% shares | Q2 2026 |
| Armbruster Capital Management, Inc.Wealth manager | 3.2% | $21.1M | 231,663 | +1.2% shares | Q3 2026 |
| Lester Murray Antman dba SimplyRichInvestment manager | 3.8% | $16.3M | 186,185 | -0.1% shares | Q2 2026 |
| Portfolio Design Labs, LLCWealth manager | 2.4% | $14.9M | 169,473 | -2.9% shares | Q2 2026 |
| Symmetry Partners, LLCWealth manager | 0.8% | $14.9M | 163,030 | +4.2% shares | Q3 2026 |
| Anderson Hoagland & CoWealth manager | 1.1% | $14.7M | 153,102 | +3.6% shares | Q3 2026 |
| Ledyard National BankBank & trust | 1.1% | $14.4M | 158,422 | +3.5% shares | Q3 2026 |
| ProVise Management Group, LLCWealth manager | 0.9% | $14.0M | 159,820 | +32.8% shares | Q2 2026 |
| Magnus Financial Group LLCWealth manager | 0.7% | $10.3M | 113,250 | +0.2% shares | Q3 2026 |
| Trustmark Bank Trust DepartmentBank & trust | 0.5% | $8.3M | 94,453 | +1.7% shares | Q2 2026 |
| Asset Management Group, Inc.Hedge fund | 1.1% | $7.4M | 84,562 | +0.3% shares | Q2 2026 |
| Alpha Capital Advisors Inc /advHedge fund | 6.4% | $7.4M | 84,324 | -0.6% shares | Q2 2026 |
| Well Done, LLCWealth manager | 1.0% | $7.0M | 76,483 | +0.8% shares | Q3 2026 |
| Mission Creek Capital Partners, Inc.Wealth manager | 1.2% | $7.0M | 79,407 | +0.2% shares | Q2 2026 |
| Elevation Capital Advisory, LLCWealth manager | 2.7% | $6.9M | 75,800 | — | Q3 2026 |
| Estate Counselors, LLCMutual fund manager | 0.6% | $6.5M | 74,006 | +7.9% shares | Q2 2026 |
| Compass Financial Group, Inc. (Ohio)Wealth manager | 3.9% | $5.9M | 65,261 | +10.0% shares | Q3 2026 |
| RHS Financial, LLCWealth manager | 2.0% | $5.8M | 63,768 | +103.9% shares | Q3 2026 |
| Wealth Advisors of Iowa, LLCWealth manager | 1.2% | $4.5M | 51,015 | -4.6% shares | Q2 2026 |
| Samalin Investment Counsel, LLCWealth manager | 1.3% | $3.9M | 43,183 | +7.5% shares | Q3 2026 |
| Shore Point Advisors, LLCWealth manager | 1.1% | $3.4M | 37,054 | -1.2% shares | Q3 2026 |
| Corsicana & Co.Investment manager | 1.6% | $3.3M | 37,774 | -0.6% shares | Q2 2026 |
| BridgePort Financial Solutions, LLCWealth manager | 0.8% | $3.0M | 34,008 | -0.1% shares | Q2 2026 |
| Physician Wealth Advisors, Inc.Wealth manager | 0.3% | $2.9M | 31,815 | -3.1% shares | Q3 2026 |
| VAUGHAN & Co SECURITIES, INC.Wealth manager | 1.3% | $2.8M | 31,240 | -0.2% shares | Q3 2026 |
| Prism Advisors, Inc.Wealth manager | 0.7% | $2.8M | 30,195 | -0.4% shares | Q3 2026 |
The 30 largest of 61 positions, by value. Each manager counts with its latest 13F (Q3 2026: 33, Q2 2026: 28). Screen EFAV in the grand portfolio →
EFAV stock trades by members of Congress
Members of Congress have disclosed 1 EFAV trade since 2022, 0 purchases and 1 sale in the past year; the latest was Tommy Tuberville (R-AL), selling $15K–50K on Aug 1, 2022.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 15, 2022 | Tommy TubervilleR-AL · Senate | Sale | $15K–50K | Aug 1, 2022 | +46.1% |
EFAV questions and answers
Are insiders buying EFAV stock?
No open-market insider purchases or sales of EFAV were filed in the last 90 days.
Which hedge funds own EFAV?
61 13F filers hold EFAV among their 50 largest positions, worth $585.5M combined. The biggest bets by portfolio weight are Alpha Capital Advisors Inc /adv (6.4%), Wharton Business Group, LLC (4.9%) and Compass Financial Group, Inc. (Ohio) (3.9%). In their latest 13Fs, 1 manager opened a new position and 8 added to one.
Has Congress traded EFAV?
Members of Congress have disclosed 1 EFAV trade since 2022, 0 purchases and 1 sale in the past year; the latest was Tommy Tuberville (R-AL), selling $15K–50K on Aug 1, 2022.
Who is the largest holder of EFAV?
Among 13F filers, Wharton Business Group, LLC reports the largest EFAV position, $146.6M (1,671,587 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Alpha Capital Advisors Inc /adv's: 6.4% of its portfolio.
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