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 53.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
60,477
shares
|
$4.74 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
58,531
shares
|
$4.59 Million
0.12% of portfolio
|
Q4 2024
Added 1411.26%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
58,251
shares
|
$4.57 Million
0.88% of portfolio
|
Q4 2022
Reduced 31.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
57,122
shares
|
$4.48 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
54,570
shares
|
$4.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.87%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
53,622
shares
|
$4.21 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,320
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
52,740
shares
|
$4.14 Million
0.54% of portfolio
|
Q2 2023
Reduced 11.02%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
52,716
shares
|
$4.14 Million
0.35% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50,024
shares
|
$3.92 Million
0.39% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
48,487
shares
|
$3.8 Million
2.33% of portfolio
|
Q2 2022
Reduced 7.96%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
48,352
shares
|
$3.79 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
47,413
shares
|
$3.72 Million
0.03% of portfolio
|
Q4 2024
Added 1305.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
46,434
shares
|
$3.64 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
45,316
shares
|
$3.55 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
44,692
shares
|
$3.51 Million
0.04% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
44,327
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.75%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
43,023
shares
|
$3.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
42,869
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
41,420
shares
|
$3.25 Million
1.0% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
41,205
shares
|
$3.23 Million
1.31% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,925
shares
|
$3.21 Million
1.07% of portfolio
|
Q1 2023
Added 0.25%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
40,809
shares
|
$3.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.79%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
40,533
shares
|
$3.18 Million
0.5% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
40,353
shares
|
$3.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.7%
|