Institutional Ownership Ishares Msci Eafe Min Vol Fact (EFAV)
This table provides information about the institutional ownership of Ishares Msci Eafe Min Vol Fact (EFAV). We have compiled data on the 523 institutions that hold shares in the stock, with a total of 53.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
6,995
shares
|
$565,056
1.49% of portfolio
|
Q2 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,895
shares
|
$556,978
0.13% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
6,845
shares
|
$552,939
0.14% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
6,725
shares
|
$543,245
0.04% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,653
shares
|
$537,429
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
6,559
shares
|
$529,836
0.02% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
6,539
shares
|
$528,220
0.0% of portfolio
|
Q4 2024
Reduced 76.72%
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
6,435
shares
|
$519,819
0.14% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
6,380
shares
|
$515,376
0.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
6,359
shares
|
$513,680
0.1% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
6,306
shares
|
$509,398
0.02% of portfolio
|
Q1 2025
Reduced 45.8%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
6,267
shares
|
$506,248
0.28% of portfolio
|
Q1 2025
Reduced 20.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
6,241
shares
|
$504,147
0.01% of portfolio
|
Q4 2024
Added 24.92%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
6,126
shares
|
$494,858
0.22% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
6,103
shares
|
$493,000
0.0% of portfolio
|
Q3 2024
Reduced 90.96%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,098
shares
|
$492,596
0.0% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
6,077
shares
|
$490,900
0.11% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
6,038
shares
|
$487,749
0.07% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
5,997
shares
|
$484,437
0.0% of portfolio
|
Q4 2024
Reduced 47.81%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,803
shares
|
$468,766
0.14% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
5,800
shares
|
$468,524
0.1% of portfolio
|
Q2 2020
Reduced 1.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,777
shares
|
$466,666
0.01% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
5,746
shares
|
$464,161
0.04% of portfolio
|
Q4 2024
Reduced 27.38%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
5,695
shares
|
$460,042
0.06% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
5,665
shares
|
$457,618
0.15% of portfolio
|
Q1 2023
Added 34.4%
|