Oakworth Capital, Inc. EFAV — ISHARES TR MSCI EAFE MIN VOL ETF

Ownership history in Oakworth Capital, Inc.  ·  30 quarters on record

AI Ownership Summary

Oakworth Capital, Inc. reported ISHARES TR MSCI EAFE MIN VOL ETF (EFAV) in 30 quarterly 13F filings from 2025 Q3 through 2025 Q3. The latest visible filing shows EFAV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFAV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oakworth Capital, Inc.'s position in ISHARES TR MSCI EAFE MIN VOL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EFAV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFAV stock page Oakworth Capital, Inc. fund profile Oakworth Capital, Inc. full holdings
How Oakworth Capital, Inc. held EFAV — position size vs. price
% of Fund (quarterly)    EFAV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 99.0% +3.5% ❌ 2 -198 -99.0% 0.00% $170 2025-11-04 $82.99
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EFAV

As of 2026 Q1 — sorted by position size

ALPHA CAPITAL ADVISORS INC /ADV 7.38% Wharton Business Group, LLC 3Y 7Y 5.92% Lester Murray Antman dba SimplyRich 3Y 7Y 4.35% Armbruster Capital Management, Inc. 3Y 7Y 3.32% Compass Financial Group, Inc. (Ohio) 2.87% Portfolio Design Labs, LLC 2.83% SECURIAN ASSET MANAGEMENT, INC 3Y 7Y 2.54% Corsicana & Co. 3Y 1.87% Portland Financial Advisors Inc 1.52% Wealth Advisors of Iowa, LLC 3Y 1.51%

FAQ About Oakworth Capital, Inc. and EFAV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Oakworth Capital, Inc. reported owning EFAV?

Oakworth Capital, Inc. reported EFAV across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported EFAV position in Oakworth Capital, Inc.'s portfolio?

The largest reported portfolio weight for EFAV was 0.00% in 2025 Q3.

What is the latest reported EFAV position on this page?

The most recent filing on this page is 2025 Q3, when Oakworth Capital, Inc. reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $170.

What does the chart on this EFAV ownership page compare?

The chart compares Oakworth Capital, Inc.'s quarterly EFAV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Oakworth Capital, Inc. time their EFAV position?

Based on 13F filing dates vs. subsequent EFAV price moves, Oakworth Capital, Inc. correctly timed 3 out of 5 reported position changes (60%).

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