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 576 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
15,759
shares
|
$1.34 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
15,378
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
15,227
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
15,180
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
15,079
shares
|
$1.28 Million
0.55% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,938
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
14,604
shares
|
$1.24 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.38%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
14,511
shares
|
$1.23 Million
0.14% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
14,163
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
14,136
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 87.36%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
13,759
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
13,705
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
13,482
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
13,350
shares
|
$1.13 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
13,344
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2025
Reduced 23.15%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13,063
shares
|
$1.11 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
|
$1.1 Million
0.44% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
12,856
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
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%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
12,256
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Added 34.74%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,182
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
12,150
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
12,118
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
12,090
shares
|
$1.02 Million
0.75% of portfolio
|
Q3 2025
Reduced 78.07%
|