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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
10,674
shares
|
$768,848
0.03% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,504
shares
|
$756,603
0.26% of portfolio
|
Q2 2022
Added 1.2%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
10,500
shares
|
$756,315
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,468
shares
|
$754,010
0.01% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
10,465
shares
|
$753,793
0.03% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,380
shares
|
$747,671
0.01% of portfolio
|
Q3 2024
Added 25.03%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
10,245
shares
|
$737,947
0.31% of portfolio
|
Q2 2024
Reduced 13.15%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,936
shares
|
$715,690
0.02% of portfolio
|
Q3 2024
Reduced 14.86%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
9,913
shares
|
$714,033
0.11% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
9,854
shares
|
$709,783
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,788
shares
|
$705,029
0.0% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
9,584
shares
|
$690,335
0.18% of portfolio
|
Q3 2024
Reduced 19.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
9,376
shares
|
$675,353
0.01% of portfolio
|
Q2 2024
Reduced 34.07%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
9,237
shares
|
$665,341
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
9,201
shares
|
$662,748
0.32% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
9,095
shares
|
$655,112
0.01% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,073
shares
|
$653,528
0.06% of portfolio
|
Q3 2024
Reduced 50.49%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
9,028
shares
|
$650,286
0.05% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
8,920
shares
|
$642,507
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
8,849
shares
|
$637,393
0.11% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
8,770
shares
|
$631,703
0.26% of portfolio
|
Q2 2024
Reduced 14.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
8,691
shares
|
$626,012
0.02% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
8,666
shares
|
$624,211
0.22% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
8,629
shares
|
$621,546
0.03% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
8,601
shares
|
$619,530
0.34% of portfolio
|
Q3 2024
Added 1.03%
|