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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,395
shares
|
$372,388
0.01% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
4,316
shares
|
$365,694
0.06% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
4,303
shares
|
$364,593
0.16% of portfolio
|
Q2 2025
Reduced 22.94%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,300
shares
|
$364,339
0.08% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
4,251
shares
|
$360,187
0.1% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
4,243
shares
|
$359,509
0.03% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
4,241
shares
|
$359,339
0.24% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
4,239
shares
|
$359,170
0.29% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
4,234
shares
|
$358,746
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
4,200
shares
|
$355,866
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
4,065
shares
|
$344,427
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
4,053
shares
|
$343,410
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,032
shares
|
$341,631
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
4,019
shares
|
$340,529
0.0% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
4,011
shares
|
$339,852
0.06% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
3,962
shares
|
$335,700
0.03% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
3,925
shares
|
$332,565
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
3,906
shares
|
$330,955
0.19% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
3,835
shares
|
$324,939
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
3,810
shares
|
$322,821
0.11% of portfolio
|
Q4 2022
Reduced 5.22%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
3,781
shares
|
$320,364
0.07% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,712
shares
|
$314,517
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
3,712
shares
|
$314,517
0.66% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
3,699
shares
|
$313,416
0.02% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
3,690
shares
|
$312,653
0.05% of portfolio
|
Q2 2025
Reduced 2.36%
|