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 |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
43,678
shares
|
$3.68 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
43,389
shares
|
$3.65 Million
0.1% of portfolio
|
Q2 2025
Added 60.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
41,500
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2025
Added 579.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
41,288
shares
|
$3.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
41,115
shares
|
$3.46 Million
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,925
shares
|
$3.44 Million
1.07% of portfolio
|
Q1 2023
Added 0.25%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
40,386
shares
|
$3.4 Million
0.97% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
39,543
shares
|
$3.33 Million
0.06% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
39,497
shares
|
$3.32 Million
0.22% of portfolio
|
Q4 2022
Reduced 6.1%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
38,471
shares
|
$3.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
38,130
shares
|
$3.21 Million
0.02% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
38,103
shares
|
$3.21 Million
1.62% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
37,753
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
37,327
shares
|
$3.14 Million
0.1% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
36,731
shares
|
$3.09 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
35,964
shares
|
$3.03 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
35,746
shares
|
$3.01 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
33,956
shares
|
$2.86 Million
0.84% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
33,475
shares
|
$2.82 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
32,291
shares
|
$2.72 Million
1.58% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
32,072
shares
|
$2.7 Million
1.6% of portfolio
|
Q2 2025
Added 411.76%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
31,069
shares
|
$2.61 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
30,430
shares
|
$2.56 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
30,265
shares
|
$2.55 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,891
shares
|
$2.52 Million
0.07% of portfolio
|
Q2 2020
Reduced 10.42%
|