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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
39,497
shares
|
$3.26 Million
0.22% of portfolio
|
Q4 2022
Reduced 6.1%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
38,835
shares
|
$3.2 Million
0.54% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
38,566
shares
|
$3.18 Million
1.68% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
37,969
shares
|
$3.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
37,753
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
36,718
shares
|
$3.03 Million
1.29% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
36,400
shares
|
$3 Million
1.21% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
36,095
shares
|
$2.98 Million
0.18% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
34,739
shares
|
$2.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.73%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
34,722
shares
|
$2.86 Million
0.28% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
33,956
shares
|
$2.8 Million
0.84% of portfolio
|
Q2 2022
Reduced 8.07%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
33,403
shares
|
$2.75 Million
0.19% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
32,301
shares
|
$2.66 Million
0.09% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
31,618
shares
|
$2.61 Million
1.54% of portfolio
|
Q1 2025
Reduced 77.29%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
31,185
shares
|
$2.57 Million
0.5% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
30,430
shares
|
$2.51 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
30,390
shares
|
$2.51 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,891
shares
|
$2.46 Million
0.07% of portfolio
|
Q2 2020
Reduced 10.42%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
28,811
shares
|
$2.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
27,100
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
27,070
shares
|
$2.23 Million
0.06% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
27,066
shares
|
$2.23 Million
0.62% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
26,284
shares
|
$2.17 Million
0.03% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,047
shares
|
$2.15 Million
0.07% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
25,960
shares
|
$2.14 Million
1.15% of portfolio
|
Q1 2025
Added 36.29%
|