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 532 institutions that hold shares in the stock, with a total of 53.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
22,974,021
shares
|
$1.89 Billion
0.14% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,573,146
shares
|
$377 Million
0.01% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,119,454
shares
|
$175 Million
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
1,668,037
shares
|
$137 Million
5.32% of portfolio
|
Q4 2024
Added 35.7%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,560,695
shares
|
$129 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,269,636
shares
|
$105 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
965,385
shares
|
$79.6 Million
0.14% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
858,033
shares
|
$70.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
834,519
shares
|
$68.8 Million
2.01% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
695,149
shares
|
$57.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 23.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
617,513
shares
|
$50.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
602,682
shares
|
$49.7 Million
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
576,666
shares
|
$47.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
501,799
shares
|
$41.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
412,617
shares
|
$34 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
412,083
shares
|
$34 Million
0.01% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
381,426
shares
|
$31.4 Million
0.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
335,707
shares
|
$27.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
325,353
shares
|
$26.8 Million
0.36% of portfolio
|
Q2 2023
Added 5.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
308,106
shares
|
$25.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
301,100
shares
|
$24.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
281,466
shares
|
$23.2 Million
5.45% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
268,860
shares
|
$22.2 Million
0.35% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
245,367
shares
|
$20.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
234,377
shares
|
$19.3 Million
0.05% of portfolio
|
Q1 2025
Added 13.46%
|