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 542 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 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
|
$377 Million
0.01% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,278,968
shares
|
$353 Million
0.03% of portfolio
|
Q1 2025
Reduced 81.37%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,049,160
shares
|
$169 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
1,688,681
shares
|
$139 Million
5.94% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,560,695
shares
|
$129 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,230,406
shares
|
$101 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
953,067
shares
|
$78.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
858,033
shares
|
$70.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
834,519
shares
|
$68.8 Million
2.01% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
633,280
shares
|
$52.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
599,325
shares
|
$49.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
593,705
shares
|
$48.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
581,841
shares
|
$48 Million
0.06% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
578,822
shares
|
$47.7 Million
0.01% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
461,030
shares
|
$38 Million
0.01% of portfolio
|
Q1 2025
Added 20.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
420,429
shares
|
$34.7 Million
0.01% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
388,089
shares
|
$32 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
349,450
shares
|
$28.8 Million
0.04% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
325,353
shares
|
$26.8 Million
0.36% of portfolio
|
Q2 2023
Added 5.36%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
316,200
shares
|
$26.1 Million
0.01% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
308,106
shares
|
$25.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
281,466
shares
|
$23.2 Million
5.45% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
268,860
shares
|
$22.2 Million
0.35% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
260,766
shares
|
$21.5 Million
0.03% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
240,428
shares
|
$19.8 Million
0.01% of portfolio
|
Q1 2025
Added 210.5%
|