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 576 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 $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
41,500
shares
|
$3.52 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
|
$3.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
41,115
shares
|
$3.48 Million
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
41,065
shares
|
$3.48 Million
0.17% of portfolio
|
Q3 2025
Added 1375.57%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,925
shares
|
$3.47 Million
1.07% of portfolio
|
Q1 2023
Added 0.25%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
40,826
shares
|
$3.46 Million
0.95% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
40,577
shares
|
$3.44 Million
0.06% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
39,497
shares
|
$3.35 Million
0.22% of portfolio
|
Q4 2022
Reduced 6.1%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
38,345
shares
|
$3.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
38,130
shares
|
$3.23 Million
0.02% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
37,834
shares
|
$3.21 Million
1.86% of portfolio
|
Q3 2025
Reduced 21.97%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
37,753
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
37,327
shares
|
$3.16 Million
0.1% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
36,731
shares
|
$3.11 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
35,964
shares
|
$3.05 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
|
$3.03 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
33,956
shares
|
$2.88 Million
0.84% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
33,475
shares
|
$2.84 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
32,283
shares
|
$2.74 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
30,430
shares
|
$2.58 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
30,265
shares
|
$2.56 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,891
shares
|
$2.53 Million
0.07% of portfolio
|
Q2 2020
Reduced 10.42%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
29,833
shares
|
$2.53 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
29,801
shares
|
$2.53 Million
1.37% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
29,745
shares
|
$2.52 Million
1.36% of portfolio
|
Q3 2025
Reduced 7.26%
|