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 |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
2,446
shares
|
$207,249
0.08% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,419
shares
|
$204,961
0.02% of portfolio
|
Q4 2023
Added 1.55%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
2,401
shares
|
$203,436
0.08% of portfolio
|
Q2 2025
Reduced 17.04%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,393
shares
|
$202,758
0.0% of portfolio
|
Q2 2024
Reduced 86.45%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
2,382
shares
|
$201,826
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
2,365
shares
|
$200,386
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
2,359
shares
|
$199,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,319
shares
|
$196,488
0.01% of portfolio
|
Q2 2025
Reduced 85.83%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
2,306
shares
|
$195,387
0.02% of portfolio
|
Q1 2025
Added 23.12%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
2,245
shares
|
$190,218
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,228
shares
|
$188,778
0.01% of portfolio
|
Q2 2025
Added 621.04%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,220
shares
|
$188,100
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,158
shares
|
$182,847
0.0% of portfolio
|
Q2 2025
Added 191.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,127
shares
|
$180,220
0.0% of portfolio
|
Q2 2025
Added 79.8%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
1,941
shares
|
$164,460
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,917
shares
|
$162,427
0.02% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,792
shares
|
$151,836
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,735
shares
|
$147,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,680
shares
|
$142,346
0.08% of portfolio
|
Q2 2020
Added 42.98%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,634
shares
|
$138,448
0.0% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,608
shares
|
$136,245
0.03% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,577
shares
|
$133,619
0.01% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,559
shares
|
$132,094
0.11% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
1,474
shares
|
$124,892
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,463
shares
|
$123,959
0.01% of portfolio
|
Q2 2025
Reduced 23.2%
|