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 509 institutions that hold shares in the stock, with a total of 54.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
104
shares
|
$7,328
0.0% of portfolio
|
Q3 2021
Reduced 50.48%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
99
shares
|
$6,976
0.0% of portfolio
|
Q1 2023
Reduced 97.78%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
87
shares
|
$6,130
0.0% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
75
shares
|
$5,285
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
65
shares
|
$4,580
0.0% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
63
shares
|
$4,439
0.0% of portfolio
|
Q3 2024
Reduced 84.09%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
59
shares
|
$4,157
0.0% of portfolio
|
Q2 2024
Added 1.72%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
53
shares
|
$3,734
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
49
shares
|
$3,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
48
shares
|
$3,382
0.0% of portfolio
|
Q2 2024
Reduced 27.27%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
44
shares
|
$3,100
0.0% of portfolio
|
Q2 2024
Reduced 63.03%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
44
shares
|
$3,100
0.0% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
43
shares
|
$3,030
0.0% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
39
shares
|
$2,748
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
35
shares
|
$2,466
0.0% of portfolio
|
Q1 2024
Reduced 86.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
34
shares
|
$2,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
31
shares
|
$2,184
0.0% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
31
shares
|
$2,184
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
27
shares
|
$1,902
0.0% of portfolio
|
Q1 2024
Reduced 50.91%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25
shares
|
$1,761
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
20
shares
|
$1,409
0.0% of portfolio
|
Q1 2020
Reduced 83.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
16
shares
|
$1,127
0.0% of portfolio
|
Q2 2022
Reduced 52.94%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
15
shares
|
$1,057
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
14
shares
|
$986
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
13
shares
|
$916
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|