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 581 institutions that hold shares in the stock, with a total of 36.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
8,031
shares
|
$692,754
0.03% of portfolio
|
Q2 2024
Reduced 41.59%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
8,023
shares
|
$692,063
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
7,866
shares
|
$678,521
0.03% of portfolio
|
Q3 2025
Added 181.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
7,789
shares
|
$671,879
0.0% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
7,755
shares
|
$668,946
0.04% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
7,744
shares
|
$667,997
0.1% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,737
shares
|
$667,393
0.02% of portfolio
|
Q2 2025
Reduced 85.67%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
7,499
shares
|
$646,863
0.05% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
7,389
shares
|
$637,375
0.04% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
7,314
shares
|
$630,905
0.19% of portfolio
|
Q3 2025
Reduced 13.07%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
7,294
shares
|
$629,180
0.05% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,148
shares
|
$616,586
0.1% of portfolio
|
Q3 2025
Added 175.45%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
7,095
shares
|
$612,014
0.18% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
7,058
shares
|
$608,823
0.35% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
7,041
shares
|
$607,356
0.14% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
6,995
shares
|
$603,388
1.49% of portfolio
|
Q2 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
6,895
shares
|
$594,762
0.13% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
6,635
shares
|
$572,335
0.04% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
6,547
shares
|
$564,744
0.13% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
6,492
shares
|
$559,999
0.02% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
6,486
shares
|
$559,482
0.05% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
6,320
shares
|
$545,163
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
6,224
shares
|
$536,882
0.23% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,194
shares
|
$534,294
0.01% of portfolio
|
Q3 2025
Added 151.28%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,182
shares
|
$533,259
0.0% of portfolio
|
Q3 2025
Reduced 1.69%
|
|