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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
14,237
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
13,926
shares
|
$1.12 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
13,576
shares
|
$1.1 Million
0.25% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
13,466
shares
|
$1.09 Million
0.33% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,398
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
13,326
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
13,149
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 116.3%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13,063
shares
|
$1.06 Million
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
12,632
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
12,626
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,442
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
12,300
shares
|
$993,594
0.14% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,182
shares
|
$984,061
0.07% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
12,127
shares
|
$979,619
0.08% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
11,690
shares
|
$944,318
0.45% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,501
shares
|
$929,050
0.01% of portfolio
|
Q4 2024
Added 10.8%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
11,464
shares
|
$926,061
0.49% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,394
shares
|
$920,407
0.17% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
11,213
shares
|
$905,786
0.24% of portfolio
|
Q4 2024
Reduced 21.02%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
10,958
shares
|
$885,187
0.08% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
10,878
shares
|
$878,724
0.29% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
10,764
shares
|
$869,515
0.03% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
10,758
shares
|
$869,031
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
10,629
shares
|
$858,610
0.14% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,504
shares
|
$848,513
0.26% of portfolio
|
Q2 2022
Added 1.2%
|