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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
6,067
shares
|
$500,102
0.01% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
5,921
shares
|
$488,068
0.02% of portfolio
|
Q1 2025
Reduced 42.78%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
5,800
shares
|
$478,094
0.1% of portfolio
|
Q2 2020
Reduced 1.69%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
5,695
shares
|
$469,438
0.06% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
5,665
shares
|
$466,965
0.15% of portfolio
|
Q1 2023
Added 34.4%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
5,584
shares
|
$460,289
0.21% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
5,484
shares
|
$452,046
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,463
shares
|
$450,315
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sovereign Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,430
shares
|
$447,594
0.14% of portfolio
|
Q4 2021
Reduced 83.57%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
5,395
shares
|
$444,709
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
5,286
shares
|
$435,724
0.04% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
5,271
shares
|
$434,488
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
5,251
shares
|
$432,839
0.06% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,239
shares
|
$431,850
0.0% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
5,231
shares
|
$431,191
0.01% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,231
shares
|
$431,191
0.02% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
5,169
shares
|
$426,080
0.15% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
5,148
shares
|
$424,349
0.17% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
5,115
shares
|
$421,629
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
5,096
shares
|
$420,063
0.0% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
5,036
shares
|
$415,117
0.07% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
4,986
shares
|
$410,995
0.02% of portfolio
|
Q2 2022
Added 1.4%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
4,910
shares
|
$404,731
0.1% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
4,851
shares
|
$399,867
0.13% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
4,684
shares
|
$386,102
0.37% of portfolio
|
Q1 2025
Added 7.33%
|