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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
15,227
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
15,186
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
15,079
shares
|
$1.27 Million
0.55% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,938
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
14,604
shares
|
$1.23 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.38%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,508
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
14,437
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
14,426
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
14,187
shares
|
$1.19 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
14,172
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
14,163
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
14,136
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 87.36%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13,856
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 86.91%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
13,759
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
13,705
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
13,482
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
13,350
shares
|
$1.12 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
13,344
shares
|
$1.12 Million
0.2% of portfolio
|
Q2 2025
Reduced 23.15%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13,063
shares
|
$1.1 Million
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
13,031
shares
|
$1.1 Million
0.29% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
12,962
shares
|
$1.09 Million
0.44% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
12,856
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
12,597
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,442
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
12,318
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.15%
|