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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
413
shares
|
$33,948
0.03% of portfolio
|
Q4 2023
Added 0.24%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
412
shares
|
$33,866
0.01% of portfolio
|
Q3 2024
Reduced 23.13%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
412
shares
|
$33,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
405
shares
|
$33,291
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
400
shares
|
$32,880
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
394
shares
|
$32,386
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
375
shares
|
$30,825
0.02% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
362
shares
|
$29,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
350
shares
|
$28,770
0.01% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
316
shares
|
$25,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
313
shares
|
$25,728
0.02% of portfolio
|
Q4 2019
Reduced 74.51%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
309
shares
|
$25,399
0.0% of portfolio
|
Q1 2025
Added 123.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
303
shares
|
$24,906
0.01% of portfolio
|
Q2 2023
Added 44.29%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
288
shares
|
$23,673
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
276
shares
|
$22,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
276
shares
|
$22,687
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
275
shares
|
$22,605
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
268
shares
|
$22,029
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
260
shares
|
$21,372
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
251
shares
|
$20,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
250
shares
|
$20,550
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
232
shares
|
$19,070
0.0% of portfolio
|
Q1 2024
Reduced 74.16%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
222
shares
|
$18,248
0.0% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
217
shares
|
$17,837
0.02% of portfolio
|
Q4 2020
Reduced 16.22%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
216
shares
|
$17,755
0.0% of portfolio
|
Q4 2024
New holding
|