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 580 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 |
|---|---|---|---|---|---|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
2,753
shares
|
$237,473
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
2,739
shares
|
$236,266
0.07% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
2,732
shares
|
$235,662
0.07% of portfolio
|
Q3 2025
Reduced 19.12%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,729
shares
|
$235,403
0.0% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,724
shares
|
$234,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
2,719
shares
|
$234,540
0.0% of portfolio
|
Q3 2025
Reduced 32.35%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
2,690
shares
|
$232,039
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
2,676
shares
|
$230,831
0.08% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
2,672
shares
|
$230,486
0.0% of portfolio
|
Q3 2025
Added 19.93%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,657
shares
|
$229,192
0.0% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
2,649
shares
|
$228,502
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
2,643
shares
|
$227,985
0.0% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,590
shares
|
$223,413
0.03% of portfolio
|
Q3 2025
Reduced 23.6%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
2,559
shares
|
$220,739
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
2,550
shares
|
$219,963
0.04% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
2,545
shares
|
$219,531
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,529
shares
|
$218,151
0.01% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
2,526
shares
|
$217,892
0.09% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,525
shares
|
$217,806
0.01% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,500
shares
|
$215,650
0.03% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
2,490
shares
|
$214,787
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
2,487
shares
|
$214,528
0.01% of portfolio
|
Q3 2025
Reduced 28.16%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,446
shares
|
$210,991
0.06% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2,419
shares
|
$208,662
0.01% of portfolio
|
Q4 2023
Added 1.55%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,393
shares
|
$206,420
0.0% of portfolio
|
Q2 2024
Reduced 86.45%
|
|