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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
20,505
shares
|
$1.73 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
20,028
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
19,590
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
19,102
shares
|
$1.61 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
18,854
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,630
shares
|
$1.57 Million
0.27% of portfolio
|
Q2 2024
Reduced 89.82%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
18,436
shares
|
$1.55 Million
0.63% of portfolio
|
Q2 2025
Added 15.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,389
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
18,379
shares
|
$1.55 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
18,201
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
18,050
shares
|
$1.52 Million
0.26% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
18,016
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
17,800
shares
|
$1.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
17,428
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
17,269
shares
|
$1.45 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
17,040
shares
|
$1.43 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,562
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2023
Added 45.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
16,521
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
16,429
shares
|
$1.38 Million
0.45% of portfolio
|
Q2 2025
Added 19.69%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
16,410
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
16,368
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,883
shares
|
$1.34 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
15,804
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 8306.38%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
15,759
shares
|
$1.33 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
15,278
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Added 6.44%
|