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 580 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
8,053
shares
|
$682,330
0.22% of portfolio
|
Q2 2025
Added 101.22%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
8,031
shares
|
$680,466
0.03% of portfolio
|
Q2 2024
Reduced 41.59%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
8,023
shares
|
$679,788
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,794
shares
|
$660,385
0.04% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
7,789
shares
|
$659,961
0.0% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,748
shares
|
$656,488
0.01% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
7,744
shares
|
$656,149
0.1% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,737
shares
|
$655,556
0.02% of portfolio
|
Q2 2025
Reduced 85.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,619
shares
|
$645,557
0.0% of portfolio
|
Q2 2025
Reduced 53.07%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
7,499
shares
|
$635,390
0.05% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
7,389
shares
|
$626,069
0.04% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,310
shares
|
$619,376
0.01% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
7,294
shares
|
$618,020
0.05% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
7,231
shares
|
$612,682
0.19% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
7,058
shares
|
$598,024
0.39% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Sep 25, 2025 Q2 2025 |
7,052
shares
|
$597,515
0.33% of portfolio
|
Q2 2025
Added 113.5%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
7,041
shares
|
$596,583
0.16% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
6,995
shares
|
$592,686
1.49% of portfolio
|
Q2 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,895
shares
|
$584,213
0.13% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
6,635
shares
|
$562,183
0.04% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
6,547
shares
|
$554,727
0.13% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
6,492
shares
|
$550,067
0.02% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,323
shares
|
$535,747
0.0% of portfolio
|
Q2 2025
Reduced 55.75%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
6,320
shares
|
$535,493
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,288
shares
|
$532,782
0.0% of portfolio
|
Q2 2025
Added 2.66%
|