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 579 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 |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
5,231
shares
|
$443,222
0.01% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,229
shares
|
$443,053
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
5,087
shares
|
$431,021
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,986
shares
|
$422,463
0.02% of portfolio
|
Q2 2022
Added 1.4%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,978
shares
|
$421,785
0.16% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,971
shares
|
$421,192
0.04% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
4,968
shares
|
$420,938
0.34% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
4,920
shares
|
$416,871
0.07% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
4,771
shares
|
$404,246
0.02% of portfolio
|
Q2 2025
Reduced 86.78%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
4,665
shares
|
$395,265
0.15% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
4,654
shares
|
$394,333
0.11% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
4,652
shares
|
$394,163
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
4,650
shares
|
$393,994
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
4,585
shares
|
$388,487
0.11% of portfolio
|
Q4 2022
Reduced 1.44%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
4,557
shares
|
$386,114
0.05% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,536
shares
|
$384,335
0.01% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
4,526
shares
|
$383,487
0.08% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,506
shares
|
$381,793
0.12% of portfolio
|
Q1 2024
Reduced 10.61%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
4,469
shares
|
$378,658
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,463
shares
|
$378,149
0.02% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,459
shares
|
$377,811
0.0% of portfolio
|
Q3 2022
Reduced 4.99%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
4,440
shares
|
$376,201
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
4,432
shares
|
$375,523
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
4,413
shares
|
$373,913
0.09% of portfolio
|
Q2 2023
Reduced 3.1%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
4,398
shares
|
$372,642
0.09% of portfolio
|
Q2 2025
Reduced 10.43%
|