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 580 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 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
|
$48,719
0.02% of portfolio
|
Q2 2022
Reduced 44.12%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
563
shares
|
$47,702
0.03% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
512
shares
|
$43,381
0.0% of portfolio
|
Q3 2025
Added 24.88%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
509
shares
|
$43,127
0.0% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
500
shares
|
$42,365
0.0% of portfolio
|
Q4 2024
Reduced 22.96%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
495
shares
|
$41,941
0.03% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
487
shares
|
$41,263
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
478
shares
|
$40,500
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
458
shares
|
$38,806
0.01% of portfolio
|
Q2 2025
Added 30.86%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
434
shares
|
$36,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
413
shares
|
$34,993
0.03% of portfolio
|
Q4 2023
Added 0.24%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
413
shares
|
$34,993
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
405
shares
|
$34,315
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
400
shares
|
$33,892
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
375
shares
|
$31,773
0.02% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
371
shares
|
$31,434
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
362
shares
|
$30,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
316
shares
|
$26,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
313
shares
|
$26,520
0.02% of portfolio
|
Q4 2019
Reduced 74.51%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
308
shares
|
$26,096
0.0% of portfolio
|
Q3 2025
Reduced 36.76%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
299
shares
|
$25,334
0.0% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
292
shares
|
$24,741
0.01% of portfolio
|
Q2 2025
Reduced 77.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
288
shares
|
$24,402
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
286
shares
|
$24,232
0.0% of portfolio
|
Q3 2025
Reduced 97.98%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
282
shares
|
$23,893
0.01% of portfolio
|
Q2 2025
Added 2.17%
|