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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
12,256
shares
|
$1.03 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%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
12,166
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
12,150
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
12,070
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
11,849
shares
|
$997,211
0.01% of portfolio
|
Q2 2025
Reduced 48.87%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
11,755
shares
|
$989,300
0.45% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,631
shares
|
$978,864
0.01% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
11,123
shares
|
$936,111
0.08% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
10,969
shares
|
$923,151
0.03% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
10,958
shares
|
$922,225
0.09% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
10,946
shares
|
$921,215
0.35% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
10,834
shares
|
$911,789
0.14% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
10,799
shares
|
$908,843
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,779
shares
|
$907,160
0.01% of portfolio
|
Q2 2025
Added 19.01%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,504
shares
|
$884,016
0.26% of portfolio
|
Q2 2022
Added 1.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,480
shares
|
$881,996
0.02% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,219
shares
|
$860,031
0.01% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,213
shares
|
$859,526
0.02% of portfolio
|
Q2 2025
Added 13163.64%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
9,950
shares
|
$837,392
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,861
shares
|
$829,901
0.03% of portfolio
|
Q2 2025
Added 20.51%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
9,808
shares
|
$825,441
0.03% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
9,665
shares
|
$813,406
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
9,654
shares
|
$812,480
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,561
shares
|
$804,653
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|