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 |
|---|---|---|---|---|---|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
11,868
shares
|
$978,279
0.26% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
11,838
shares
|
$975,806
0.08% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
11,690
shares
|
$963,606
0.45% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,075
shares
|
$912,912
0.01% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
10,958
shares
|
$903,267
0.08% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
10,916
shares
|
$899,805
0.36% of portfolio
|
Q1 2025
Reduced 30.59%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
10,799
shares
|
$890,161
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
10,629
shares
|
$876,148
0.14% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,504
shares
|
$865,844
0.26% of portfolio
|
Q2 2022
Added 1.2%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,244
shares
|
$844,412
0.01% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
10,219
shares
|
$842,352
0.01% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,204
shares
|
$841,115
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,189
shares
|
$839,879
0.08% of portfolio
|
Q1 2025
Added 36.29%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
9,927
shares
|
$818,282
0.11% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,909
shares
|
$816,798
0.02% of portfolio
|
Q1 2025
Reduced 34.46%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
9,745
shares
|
$803,280
0.0% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
9,665
shares
|
$796,685
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
9,647
shares
|
$795,202
0.03% of portfolio
|
Q4 2024
Reduced 18.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
9,376
shares
|
$772,863
0.01% of portfolio
|
Q2 2024
Reduced 34.07%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
9,368
shares
|
$772,204
0.03% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
9,330
shares
|
$769,071
0.3% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
9,296
shares
|
$766,269
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
9,245
shares
|
$762,065
0.25% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
9,230
shares
|
$760,828
0.18% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
9,210
shares
|
$759,180
0.01% of portfolio
|
Q1 2025
Reduced 19.92%
|