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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
68,988
shares
|
$5.81 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
64,101
shares
|
$5.39 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
63,127
shares
|
$5.31 Million
0.16% of portfolio
|
Q2 2025
Added 966.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
62,934
shares
|
$5.3 Million
0.03% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
62,441
shares
|
$5.26 Million
1.4% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
62,024
shares
|
$5.22 Million
0.0% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
61,078
shares
|
$5.14 Million
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
59,345
shares
|
$4.99 Million
0.12% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
58,414
shares
|
$4.92 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
58,251
shares
|
$4.9 Million
0.88% of portfolio
|
Q4 2022
Reduced 31.25%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
55,911
shares
|
$4.71 Million
0.96% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
55,879
shares
|
$4.7 Million
0.41% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
55,125
shares
|
$4.64 Million
3.52% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
54,331
shares
|
$4.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
54,119
shares
|
$4.55 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
53,619
shares
|
$4.51 Million
0.0% of portfolio
|
Q2 2025
Added 19.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,320
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
53,167
shares
|
$4.47 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
52,740
shares
|
$4.44 Million
0.54% of portfolio
|
Q2 2023
Reduced 11.02%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50,024
shares
|
$4.21 Million
0.39% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
48,701
shares
|
$4.1 Million
0.45% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
48,487
shares
|
$4.08 Million
2.33% of portfolio
|
Q2 2022
Reduced 7.96%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
44,349
shares
|
$3.73 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
43,880
shares
|
$3.69 Million
0.04% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
43,829
shares
|
$3.69 Million
0.01% of portfolio
|
Q2 2025
Added 136.73%
|