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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
18,776
shares
|
$1.52 Million
0.11% of portfolio
|
Q4 2024
Added 29.45%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
18,740
shares
|
$1.51 Million
0.4% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
18,631
shares
|
$1.51 Million
0.27% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,630
shares
|
$1.5 Million
0.27% of portfolio
|
Q2 2024
Reduced 89.82%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
18,601
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
18,543
shares
|
$1.5 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
18,296
shares
|
$1.48 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
17,987
shares
|
$1.45 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
17,759
shares
|
$1.43 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,671
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.15%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
17,566
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.58%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
17,397
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
17,013
shares
|
$1.37 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
16,687
shares
|
$1.35 Million
0.55% of portfolio
|
Q4 2024
Reduced 19.1%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,562
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2023
Added 45.92%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
16,404
shares
|
$1.33 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
16,382
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
16,349
shares
|
$1.32 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
16,198
shares
|
$1.31 Million
0.47% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,883
shares
|
$1.28 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
15,726
shares
|
$1.27 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
15,590
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
15,051
shares
|
$1.22 Million
0.5% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
14,699
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
14,370
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 1.23%
|