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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
9,210
shares
|
$759,180
0.01% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
9,186
shares
|
$757,201
0.05% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
9,060
shares
|
$746,815
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
9,057
shares
|
$746,568
0.01% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
8,920
shares
|
$735,275
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
8,863
shares
|
$730,577
0.3% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
8,670
shares
|
$714,668
0.23% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
8,631
shares
|
$711,453
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
8,627
shares
|
$711,123
0.1% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
8,545
shares
|
$704,364
0.13% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
8,339
shares
|
$687,383
0.0% of portfolio
|
Q4 2024
Added 31.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
8,266
shares
|
$681,366
0.01% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
8,216
shares
|
$677,244
0.06% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
8,183
shares
|
$674,524
0.04% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
8,137
shares
|
$670,732
0.03% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
8,109
shares
|
$668,424
0.05% of portfolio
|
Q4 2024
Added 38.52%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
8,100
shares
|
$667,683
0.26% of portfolio
|
Q3 2021
Added 147.71%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
8,090
shares
|
$666,858
0.09% of portfolio
|
Q1 2023
Reduced 2.65%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
8,068
shares
|
$665,045
0.04% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
8,031
shares
|
$661,995
0.04% of portfolio
|
Q2 2024
Reduced 41.59%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
8,023
shares
|
$661,335
0.04% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
8,023
shares
|
$661,335
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
7,766
shares
|
$640,151
0.02% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
7,744
shares
|
$638,337
0.13% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,521
shares
|
$619,956
0.02% of portfolio
|
Q4 2024
Reduced 24.31%
|