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 523 institutions that hold shares in the stock, with a total of 53.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
43
shares
|
$3,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
39
shares
|
$3,150
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
35
shares
|
$2,827
0.0% of portfolio
|
Q1 2024
Reduced 86.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
34
shares
|
$2,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
29
shares
|
$2,342
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
28
shares
|
$2,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
27
shares
|
$2,181
0.0% of portfolio
|
Q1 2024
Reduced 50.91%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25
shares
|
$2,019
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
20
shares
|
$1,615
0.0% of portfolio
|
Q1 2020
Reduced 83.33%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
17
shares
|
$1,373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
16
shares
|
$1,292
0.0% of portfolio
|
Q2 2022
Reduced 52.94%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
15
shares
|
$1,211
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
13
shares
|
$1,050
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
12
shares
|
$969
0.0% of portfolio
|
Q1 2023
Reduced 53.85%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
12
shares
|
$969
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
12
shares
|
$969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
11
shares
|
$888
0.0% of portfolio
|
Q3 2023
Reduced 45.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
6
shares
|
$484
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
6
shares
|
$484
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3
shares
|
$242
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1
shares
|
$80
0.0% of portfolio
|
Q2 2024
Reduced 99.63%
|