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 502 institutions that hold shares in the stock, with a total of 54.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
48
shares
|
$3,448
0.0% of portfolio
|
Q2 2024
Reduced 27.27%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
46
shares
|
$3,304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
44
shares
|
$3,160
0.0% of portfolio
|
Q4 2023
Reduced 12.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
44
shares
|
$3,160
0.0% of portfolio
|
Q2 2024
Reduced 63.03%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
43
shares
|
$3,089
0.0% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
42
shares
|
$3,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
39
shares
|
$2,801
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
35
shares
|
$2,514
0.0% of portfolio
|
Q1 2024
Reduced 86.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
34
shares
|
$2,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
31
shares
|
$2,227
0.0% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
31
shares
|
$2,227
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
27
shares
|
$1,939
0.0% of portfolio
|
Q1 2024
Reduced 50.91%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25
shares
|
$1,796
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
22
shares
|
$1,580
0.15% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
20
shares
|
$1,436
0.0% of portfolio
|
Q1 2020
Reduced 83.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
16
shares
|
$1,149
0.0% of portfolio
|
Q2 2022
Reduced 52.94%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
15
shares
|
$1,077
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
14
shares
|
$1,005
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
13
shares
|
$933
0.0% of portfolio
|
Q2 2024
Reduced 90.3%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
13
shares
|
$933
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
12
shares
|
$862
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
12
shares
|
$862
0.0% of portfolio
|
Q1 2023
Reduced 53.85%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
11
shares
|
$790
0.0% of portfolio
|
Q3 2023
Reduced 45.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
7
shares
|
$502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
5
shares
|
$359
0.0% of portfolio
|
Q2 2024
New holding
|