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 575 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,559
shares
|
$131,205
0.11% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
1,474
shares
|
$124,051
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,341
shares
|
$112,858
0.01% of portfolio
|
Q2 2025
Reduced 55.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,326
shares
|
$111,596
0.01% of portfolio
|
Q2 2025
Added 64.72%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,295
shares
|
$108,987
0.04% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,229
shares
|
$103,432
0.08% of portfolio
|
Q1 2025
Reduced 40.91%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,212
shares
|
$102,001
0.04% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,159
shares
|
$97,541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,154
shares
|
$97,120
0.07% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,148
shares
|
$96,615
0.04% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,147
shares
|
$96,531
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,050
shares
|
$88,368
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,022
shares
|
$86,011
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
995
shares
|
$83,739
0.01% of portfolio
|
Q2 2025
Reduced 96.11%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
977
shares
|
$82,224
0.01% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
875
shares
|
$73,640
0.02% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
873
shares
|
$73,471
0.01% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
828
shares
|
$69,684
0.03% of portfolio
|
Q4 2023
Added 1.22%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
785
shares
|
$66,065
0.02% of portfolio
|
Q1 2025
Reduced 36.8%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
746
shares
|
$62,783
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
673
shares
|
$56,639
0.0% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
650
shares
|
$54,704
0.01% of portfolio
|
Q3 2022
Reduced 18.75%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
623
shares
|
$52,431
0.0% of portfolio
|
Q2 2025
Reduced 35.24%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
580
shares
|
$48,812
0.0% of portfolio
|
Q1 2025
Added 98.63%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
580
shares
|
$48,812
0.0% of portfolio
|
Q2 2025
New holding
|