Independent Solutions Wealth Management, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Independent Solutions Wealth Management, LLC

$563 Billion
Q3 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$73.0 - $85.5 $1.04 Million - $1.21 Million	14,187 New	14,187 $1.19 Billion

Others Institutions Holding EFAV

# of Institutions

577

Shares Held

36.1M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

4.57M
Shares

$394 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.9M
Shares

$336 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$183 Million
0.01% of portfolio
Wharton Business Group, LLC Malvern, PA

1.77M
Shares

$152 Million
6.45% of portfolio
Northwestern Mutual Wealth Management CO

1.19M
Shares

$103 Million
0.07% of portfolio

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