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 500 institutions that hold shares in the stock, with a total of 54.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
6,641
shares
|
$483,597
0.13% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,598
shares
|
$480,466
0.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
6,573
shares
|
$478,645
0.12% of portfolio
|
Q1 2024
Reduced 10.35%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
6,479
shares
|
$471,800
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,425
shares
|
$467,868
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
6,359
shares
|
$463,062
0.1% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
6,345
shares
|
$462,042
0.22% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,331
shares
|
$461,023
0.01% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,330
shares
|
$460,950
0.0% of portfolio
|
Q3 2024
Added 46.56%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
6,323
shares
|
$460,440
0.0% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,322
shares
|
$460,368
0.01% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
6,103
shares
|
$444,420
0.0% of portfolio
|
Q3 2024
Reduced 90.96%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,079
shares
|
$442,672
0.0% of portfolio
|
Q4 2024
Reduced 46.54%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
6,064
shares
|
$441,580
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
6,057
shares
|
$441,070
0.06% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
6,054
shares
|
$440,852
0.27% of portfolio
|
Q3 2024
Reduced 59.15%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
6,038
shares
|
$439,687
0.07% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,017
shares
|
$438,157
0.01% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,887
shares
|
$428,691
0.16% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,854
shares
|
$426,288
0.04% of portfolio
|
Q1 2024
Added 56.11%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
5,800
shares
|
$422,355
0.1% of portfolio
|
Q2 2020
Reduced 1.69%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
5,665
shares
|
$412,525
0.13% of portfolio
|
Q1 2023
Added 34.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,463
shares
|
$397,815
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
5,462
shares
|
$397,742
0.03% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
5,430
shares
|
$395,412
0.14% of portfolio
|
Q4 2021
Reduced 83.57%
|