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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
400
shares
|
$28,736
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
394
shares
|
$28,304
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
375
shares
|
$26,940
0.02% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
350
shares
|
$25,144
0.0% of portfolio
|
Q3 2024
Reduced 18.41%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
316
shares
|
$22,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
313
shares
|
$22,485
0.02% of portfolio
|
Q4 2019
Reduced 74.51%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
303
shares
|
$21,767
0.01% of portfolio
|
Q2 2023
Added 44.29%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
292
shares
|
$20,977
0.0% of portfolio
|
Q3 2023
Reduced 88.56%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
277
shares
|
$19,899
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
276
shares
|
$19,827
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
275
shares
|
$19,756
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
267
shares
|
$19,181
0.0% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
261
shares
|
$18,750
0.01% of portfolio
|
Q3 2024
Reduced 53.48%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
252
shares
|
$18,103
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
240
shares
|
$17,241
0.0% of portfolio
|
Q3 2024
Added 95.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
237
shares
|
$17,026
0.0% of portfolio
|
Q3 2024
Added 23.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
236
shares
|
$16,954
0.0% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
232
shares
|
$16,666
0.0% of portfolio
|
Q1 2024
Reduced 74.16%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
219
shares
|
$15,732
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
217
shares
|
$15,589
0.02% of portfolio
|
Q4 2020
Reduced 16.22%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
214
shares
|
$15,373
0.02% of portfolio
|
Q3 2022
Added 0.47%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
205
shares
|
$14,727
0.0% of portfolio
|
Q2 2023
Reduced 5.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
201
shares
|
$14,439
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
193
shares
|
$13,865
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
183
shares
|
$13,146
0.0% of portfolio
|
Q2 2024
Reduced 53.9%
|