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 509 institutions that hold shares in the stock, with a total of 54.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
14,028
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
13,678
shares
|
$985,226
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
13,523
shares
|
$974,061
0.29% of portfolio
|
Q3 2024
Reduced 71.35%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,398
shares
|
$965,057
0.02% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
13,336
shares
|
$960,592
0.36% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13,063
shares
|
$940,927
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
12,850
shares
|
$925,585
0.14% of portfolio
|
Q3 2024
Reduced 16.83%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
12,561
shares
|
$904,768
0.0% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,511
shares
|
$901,167
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,442
shares
|
$896,197
0.02% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,182
shares
|
$877,469
0.07% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
12,129
shares
|
$873,651
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
11,986
shares
|
$863,351
0.47% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
11,964
shares
|
$861,766
0.08% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
11,847
shares
|
$853,339
0.03% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
11,789
shares
|
$849,161
0.0% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,705
shares
|
$843,111
0.0% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
11,541
shares
|
$831,298
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,491
shares
|
$827,696
0.0% of portfolio
|
Q3 2024
Added 49.23%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,394
shares
|
$820,709
0.17% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
11,372
shares
|
$819,125
0.01% of portfolio
|
Q3 2024
Added 140.63%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
11,031
shares
|
$794,562
0.01% of portfolio
|
Q3 2024
Added 68.34%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,969
shares
|
$790,097
0.01% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
10,958
shares
|
$789,304
0.08% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
10,799
shares
|
$777,851
0.28% of portfolio
|
Q4 2023
New holding
|