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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
19,023
shares
|
$1.37 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
19,018
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
18,631
shares
|
$1.34 Million
0.27% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,630
shares
|
$1.34 Million
0.27% of portfolio
|
Q2 2024
Reduced 89.82%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
18,280
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
17,759
shares
|
$1.28 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,671
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.15%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,175
shares
|
$1.23 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
16,820
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
16,687
shares
|
$1.2 Million
0.55% of portfolio
|
Q4 2024
Reduced 19.1%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,562
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2023
Added 45.92%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
16,556
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
16,550
shares
|
$1.19 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
16,489
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
16,349
shares
|
$1.17 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
16,087
shares
|
$1.16 Million
0.52% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
15,991
shares
|
$1.15 Million
0.5% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,883
shares
|
$1.14 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
15,051
shares
|
$1.08 Million
0.5% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
14,699
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
14,654
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
14,581
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
14,505
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2024
Added 7.22%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
14,196
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
14,028
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.74%
|