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 542 institutions that hold shares in the stock, with a total of 34.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
2,930
shares
|
$240,846
0.02% of portfolio
|
Q4 2023
Reduced 54.38%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
2,894
shares
|
$237,886
0.1% of portfolio
|
Q1 2025
Reduced 25.51%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,816
shares
|
$231,475
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,789
shares
|
$229,255
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
2,788
shares
|
$229,173
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,781
shares
|
$228,598
0.01% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
2,761
shares
|
$226,954
0.09% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Veery Capital, LLC
|
Apr 08, 2025 Q1 2025 |
2,745
shares
|
$225,639
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
2,737
shares
|
$224,981
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,731
shares
|
$224,488
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,725
shares
|
$223,995
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
2,724
shares
|
$223,912
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
2,718
shares
|
$223,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,699
shares
|
$221,857
0.0% of portfolio
|
Q1 2025
Reduced 37.8%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
2,677
shares
|
$220,049
0.03% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,653
shares
|
$218,076
0.02% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
2,630
shares
|
$216,186
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
2,615
shares
|
$214,953
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,602
shares
|
$213,884
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
2,591
shares
|
$212,980
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,567
shares
|
$211,007
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,455
shares
|
$201,801
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,419
shares
|
$198,841
0.02% of portfolio
|
Q4 2023
Added 1.55%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,393
shares
|
$196,704
0.0% of portfolio
|
Q2 2024
Reduced 86.45%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,306
shares
|
$189,553
0.02% of portfolio
|
Q1 2025
Added 23.12%
|