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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,573,146
shares
|
$385 Million
0.01% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,016,421
shares
|
$338 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,091,253
shares
|
$176 Million
0.01% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
1,770,694
shares
|
$149 Million
6.27% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,571,782
shares
|
$132 Million
0.04% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,243,810
shares
|
$105 Million
0.08% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
996,453
shares
|
$83.9 Million
0.03% of portfolio
|
Q2 2025
Added 16.13%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
837,417
shares
|
$70.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
815,269
shares
|
$68.6 Million
1.99% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
767,283
shares
|
$64.6 Million
0.02% of portfolio
|
Q2 2025
Added 32.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
752,309
shares
|
$63.3 Million
0.01% of portfolio
|
Q2 2025
Added 26.71%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
650,270
shares
|
$54.7 Million
0.01% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
622,873
shares
|
$52.4 Million
0.06% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
574,511
shares
|
$48.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
544,915
shares
|
$45.9 Million
8.99% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
513,119
shares
|
$43.2 Million
0.1% of portfolio
|
Q2 2025
Added 118.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
468,678
shares
|
$39.4 Million
0.01% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
439,656
shares
|
$37 Million
0.01% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
429,124
shares
|
$36.1 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
419,326
shares
|
$35.3 Million
0.11% of portfolio
|
Q2 2025
Added 127.68%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
393,073
shares
|
$33.1 Million
0.01% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
376,386
shares
|
$31.7 Million
0.04% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
348,672
shares
|
$29.3 Million
0.67% of portfolio
|
Q2 2025
Added 13357.04%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
325,353
shares
|
$27.4 Million
0.36% of portfolio
|
Q2 2023
Added 5.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
308,106
shares
|
$25.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.95%
|