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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
413
shares
|
$32,325
0.03% of portfolio
|
Q4 2023
Added 0.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
413
shares
|
$32,325
0.0% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
412
shares
|
$32,247
0.0% of portfolio
|
Q3 2024
Reduced 23.13%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
405
shares
|
$31,699
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
405
shares
|
$31,699
0.01% of portfolio
|
Q1 2024
Reduced 19.8%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
400
shares
|
$31,308
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
394
shares
|
$30,838
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
375
shares
|
$29,351
0.02% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
375
shares
|
$29,351
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
316
shares
|
$24,733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
313
shares
|
$24,498
0.02% of portfolio
|
Q4 2019
Reduced 74.51%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
303
shares
|
$23,715
0.01% of portfolio
|
Q2 2023
Added 44.29%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
292
shares
|
$22,854
0.0% of portfolio
|
Q3 2023
Reduced 88.56%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
276
shares
|
$21,602
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
276
shares
|
$21,602
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
275
shares
|
$21,524
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
267
shares
|
$20,898
0.0% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
261
shares
|
$20,428
0.01% of portfolio
|
Q3 2024
Reduced 53.48%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
252
shares
|
$19,724
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
250
shares
|
$19,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
236
shares
|
$18,471
0.0% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
232
shares
|
$18,158
0.0% of portfolio
|
Q1 2024
Reduced 74.16%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
222
shares
|
$17,375
0.0% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
219
shares
|
$17,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
217
shares
|
$16,984
0.02% of portfolio
|
Q4 2020
Reduced 16.22%
|