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 |
|---|---|---|---|---|---|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
29,801
shares
|
$2.51 Million
1.37% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
28,811
shares
|
$2.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
27,107
shares
|
$2.28 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
27,100
shares
|
$2.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
27,066
shares
|
$2.28 Million
0.62% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
26,784
shares
|
$2.25 Million
0.05% of portfolio
|
Q2 2025
Added 26.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
26,213
shares
|
$2.21 Million
0.03% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
26,145
shares
|
$2.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
25,790
shares
|
$2.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
24,243
shares
|
$2.04 Million
0.15% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
23,925
shares
|
$2.01 Million
0.13% of portfolio
|
Q3 2023
Reduced 3.36%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
23,782
shares
|
$2 Million
0.06% of portfolio
|
Q3 2022
Reduced 23.56%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
23,636
shares
|
$1.99 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,254
shares
|
$1.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
22,667
shares
|
$1.91 Million
1.53% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
22,070
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
21,828
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
21,464
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
21,396
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
21,376
shares
|
$1.8 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
21,240
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
20,778
shares
|
$1.75 Million
1.26% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
20,753
shares
|
$1.75 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
20,681
shares
|
$1.74 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
20,569
shares
|
$1.73 Million
0.17% of portfolio
|
Q2 2025
Added 2.78%
|