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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
15,998
shares
|
$1.32 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,883
shares
|
$1.31 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
15,590
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
15,461
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
15,023
shares
|
$1.24 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
14,353
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
14,342
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2025
Added 53.08%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
14,288
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
13,926
shares
|
$1.15 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
13,845
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Added 28.62%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
13,726
shares
|
$1.13 Million
0.38% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
13,702
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
13,558
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
13,476
shares
|
$1.11 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,398
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
13,149
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 116.3%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13,063
shares
|
$1.08 Million
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
12,887
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
12,801
shares
|
$1.06 Million
0.45% of portfolio
|
Q1 2025
Reduced 23.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
12,626
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,558
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,442
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
12,300
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,182
shares
|
$1 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
12,070
shares
|
$994,930
0.07% of portfolio
|
Q1 2025
New holding
|