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 522 institutions that hold shares in the stock, with a total of 53.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,996
shares
|
$312,766
0.07% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,992
shares
|
$312,453
0.0% of portfolio
|
Q4 2024
Reduced 17.06%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
3,950
shares
|
$309,166
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
3,946
shares
|
$308,853
0.19% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
3,914
shares
|
$306,348
0.03% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
3,885
shares
|
$304,078
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
3,820
shares
|
$298,991
0.0% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
3,810
shares
|
$298,208
0.1% of portfolio
|
Q4 2022
Reduced 5.22%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
3,781
shares
|
$295,938
0.08% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
3,780
shares
|
$295,860
0.01% of portfolio
|
Q4 2024
Added 41.68%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,712
shares
|
$290,538
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
3,683
shares
|
$288,268
0.08% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,612
shares
|
$282,711
0.01% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
3,550
shares
|
$277,858
0.08% of portfolio
|
Q1 2024
Reduced 97.97%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,529
shares
|
$276,214
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
3,517
shares
|
$275,275
0.05% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
3,457
shares
|
$270,579
0.13% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
3,425
shares
|
$268,074
0.13% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,408
shares
|
$266,744
0.02% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,390
shares
|
$265,335
0.04% of portfolio
|
Q1 2023
Reduced 10.55%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,334
shares
|
$260,952
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
3,305
shares
|
$258,682
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
3,267
shares
|
$255,708
0.05% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,265
shares
|
$255,551
0.01% of portfolio
|
Q4 2024
Reduced 14.51%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
3,258
shares
|
$255,003
0.0% of portfolio
|
Q4 2024
New holding
|