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 |
|---|---|---|---|---|---|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
57,403
shares
|
$4.73 Million
0.99% of portfolio
|
Q1 2025
Reduced 43.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
57,327
shares
|
$4.73 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
56,682
shares
|
$4.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
56,156
shares
|
$4.63 Million
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
55,099
shares
|
$4.54 Million
0.41% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
54,792
shares
|
$4.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
53,980
shares
|
$4.45 Million
0.05% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,320
shares
|
$4.4 Million
0.01% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
52,740
shares
|
$4.35 Million
0.54% of portfolio
|
Q2 2023
Reduced 11.02%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
52,716
shares
|
$4.35 Million
0.35% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Moulton Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
51,837
shares
|
$4.27 Million
3.11% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
50,677
shares
|
$4.18 Million
0.06% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
50,024
shares
|
$4.12 Million
0.39% of portfolio
|
Q2 2023
Added 0.56%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
48,487
shares
|
$4 Million
2.33% of portfolio
|
Q2 2022
Reduced 7.96%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
47,159
shares
|
$3.89 Million
0.44% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
45,597
shares
|
$3.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
44,977
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
Added 587.83%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
43,714
shares
|
$3.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
41,865
shares
|
$3.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
41,498
shares
|
$3.42 Million
0.03% of portfolio
|
Q1 2025
Added 1409.57%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
41,350
shares
|
$3.41 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
40,925
shares
|
$3.37 Million
1.07% of portfolio
|
Q1 2023
Added 0.25%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
40,859
shares
|
$3.37 Million
0.02% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
40,414
shares
|
$3.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 57.34%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
39,543
shares
|
$3.26 Million
0.06% of portfolio
|
Q1 2025
Added 1.69%
|