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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
39,497
shares
|
$3.19 Million
0.22% of portfolio
|
Q4 2022
Reduced 6.1%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
38,886
shares
|
$3.14 Million
0.05% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
38,566
shares
|
$3.12 Million
1.68% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
36,718
shares
|
$2.97 Million
1.29% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
35,673
shares
|
$2.88 Million
0.16% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
34,739
shares
|
$2.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.73%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
34,628
shares
|
$2.8 Million
0.24% of portfolio
|
Q4 2024
Added 16.82%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
33,956
shares
|
$2.74 Million
0.84% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
33,403
shares
|
$2.7 Million
0.19% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
32,235
shares
|
$2.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
31,148
shares
|
$2.52 Million
0.45% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
31,032
shares
|
$2.51 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,925
shares
|
$2.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 80.52%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
30,430
shares
|
$2.46 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,891
shares
|
$2.41 Million
0.07% of portfolio
|
Q2 2020
Reduced 10.42%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
28,965
shares
|
$2.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
27,418
shares
|
$2.21 Million
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
27,350
shares
|
$2.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 57.17%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
27,066
shares
|
$2.19 Million
0.63% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
26,284
shares
|
$2.12 Million
0.03% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
25,960
shares
|
$2.1 Million
1.15% of portfolio
|
Q1 2025
Added 36.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
25,858
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
25,597
shares
|
$2.07 Million
0.17% of portfolio
|
Q1 2025
Added 116250.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
25,422
shares
|
$2.05 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,168
shares
|
$2.03 Million
0.06% of portfolio
|
Q4 2024
Added 0.57%
|