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 548 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,197
shares
|
$100,978
0.08% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,183
shares
|
$99,797
0.0% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,159
shares
|
$97,773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,147
shares
|
$96,760
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,022
shares
|
$86,215
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
995
shares
|
$83,938
0.01% of portfolio
|
Q2 2025
Reduced 96.11%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
977
shares
|
$82,419
0.01% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
962
shares
|
$81,154
0.0% of portfolio
|
Q4 2024
Added 38.22%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
875
shares
|
$73,815
0.02% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
873
shares
|
$73,646
0.01% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
828
shares
|
$69,850
0.03% of portfolio
|
Q4 2023
Added 1.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
805
shares
|
$67,909
0.01% of portfolio
|
Q1 2025
Added 241.1%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
785
shares
|
$66,222
0.02% of portfolio
|
Q1 2025
Reduced 36.8%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
746
shares
|
$62,932
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
743
shares
|
$62,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
740
shares
|
$62,426
0.0% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
650
shares
|
$54,834
0.0% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
650
shares
|
$54,834
0.01% of portfolio
|
Q3 2022
Reduced 18.75%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
638
shares
|
$53,821
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
624
shares
|
$52,640
0.05% of portfolio
|
Q1 2025
Reduced 34.59%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
623
shares
|
$52,556
0.03% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
580
shares
|
$48,928
0.0% of portfolio
|
Q1 2025
Added 98.63%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
575
shares
|
$48,507
0.02% of portfolio
|
Q2 2022
Reduced 44.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
561
shares
|
$47,325
0.0% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
560
shares
|
$47,241
0.0% of portfolio
|
Q1 2025
Added 109.74%
|