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 509 institutions that hold shares in the stock, with a total of 54.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
8,573
shares
|
$617,513
0.01% of portfolio
|
Q3 2024
Reduced 79.68%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
8,555
shares
|
$616,216
0.05% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
8,415
shares
|
$606,132
0.05% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,327
shares
|
$599,793
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
8,326
shares
|
$599,721
0.03% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
8,140
shares
|
$586,324
0.07% of portfolio
|
Q2 2024
Reduced 6.17%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
8,137
shares
|
$586,108
0.03% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
8,112
shares
|
$584,307
0.19% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
8,100
shares
|
$583,443
0.26% of portfolio
|
Q3 2021
Added 147.71%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
8,090
shares
|
$582,722
0.11% of portfolio
|
Q1 2023
Reduced 2.65%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
8,031
shares
|
$578,472
0.03% of portfolio
|
Q2 2024
Reduced 41.59%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
8,029
shares
|
$578,328
0.04% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
7,949
shares
|
$572,566
0.33% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,940
shares
|
$571,918
0.01% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
7,912
shares
|
$569,901
0.06% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
7,744
shares
|
$557,800
0.13% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
7,583
shares
|
$546,203
0.17% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
7,520
shares
|
$541,665
0.19% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
7,472
shares
|
$538,208
0.02% of portfolio
|
Q3 2024
Reduced 88.88%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
7,408
shares
|
$533,598
0.07% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
7,203
shares
|
$518,832
0.39% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
7,134
shares
|
$513,862
0.15% of portfolio
|
Q3 2024
Reduced 15.89%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
7,076
shares
|
$509,684
0.12% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
7,041
shares
|
$507,163
0.15% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
6,995
shares
|
$503,849
1.49% of portfolio
|
Q2 2022
New holding
|