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 524 institutions that hold shares in the stock, with a total of 53.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
638
shares
|
$51,537
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
623
shares
|
$50,325
0.03% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
575
shares
|
$46,448
0.02% of portfolio
|
Q2 2022
Reduced 44.12%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
500
shares
|
$40,390
0.0% of portfolio
|
Q4 2024
Reduced 22.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
482
shares
|
$38,935
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
474
shares
|
$38,289
0.01% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
462
shares
|
$37,320
0.0% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
413
shares
|
$33,362
0.03% of portfolio
|
Q4 2023
Added 0.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
413
shares
|
$33,362
0.0% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
412
shares
|
$33,281
0.01% of portfolio
|
Q3 2024
Reduced 23.13%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
412
shares
|
$33,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
405
shares
|
$32,715
0.01% of portfolio
|
Q1 2024
Reduced 19.8%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
405
shares
|
$32,715
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
400
shares
|
$32,312
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
394
shares
|
$31,827
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
375
shares
|
$30,292
0.02% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
375
shares
|
$30,292
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
362
shares
|
$29,242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
316
shares
|
$25,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
313
shares
|
$25,284
0.02% of portfolio
|
Q4 2019
Reduced 74.51%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
303
shares
|
$24,476
0.01% of portfolio
|
Q2 2023
Added 44.29%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
292
shares
|
$23,587
0.0% of portfolio
|
Q3 2023
Reduced 88.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
288
shares
|
$23,264
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
276
shares
|
$22,295
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
276
shares
|
$22,295
0.01% of portfolio
|
Q4 2024
New holding
|