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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
575
shares
|
$48,392
0.02% of portfolio
|
Q2 2022
Reduced 44.12%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
566
shares
|
$47,634
0.04% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
563
shares
|
$47,382
0.03% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
526
shares
|
$44,268
0.01% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
509
shares
|
$42,837
0.0% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
500
shares
|
$42,080
0.0% of portfolio
|
Q4 2024
Reduced 22.96%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
487
shares
|
$40,985
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
487
shares
|
$40,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
478
shares
|
$40,228
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
458
shares
|
$38,545
0.01% of portfolio
|
Q2 2025
Added 30.86%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
413
shares
|
$34,758
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
413
shares
|
$34,758
0.03% of portfolio
|
Q4 2023
Added 0.24%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
412
shares
|
$34,673
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
410
shares
|
$34,505
0.0% of portfolio
|
Q2 2025
Reduced 26.92%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
405
shares
|
$34,084
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
400
shares
|
$33,664
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
375
shares
|
$31,560
0.02% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
371
shares
|
$31,223
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
362
shares
|
$30,465
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
316
shares
|
$26,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
313
shares
|
$26,342
0.02% of portfolio
|
Q4 2019
Reduced 74.51%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
299
shares
|
$25,163
0.0% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
292
shares
|
$24,574
0.01% of portfolio
|
Q2 2025
Reduced 77.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
288
shares
|
$24,238
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
282
shares
|
$23,733
0.01% of portfolio
|
Q2 2025
Added 2.17%
|