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 |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,154
shares
|
$99,544
0.07% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,147
shares
|
$98,940
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,118
shares
|
$96,438
0.0% of portfolio
|
Q3 2025
Added 171.36%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
1,091
shares
|
$94,109
0.07% of portfolio
|
Q4 2025
Reduced 5.21%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,050
shares
|
$90,573
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,025
shares
|
$88,416
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
977
shares
|
$84,276
0.01% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
898
shares
|
$77,461
0.01% of portfolio
|
Q3 2025
Reduced 33.04%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
882
shares
|
$76,081
0.0% of portfolio
|
Q3 2025
Added 41.57%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
875
shares
|
$75,477
0.02% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
873
shares
|
$75,304
0.01% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
867
shares
|
$74,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
847
shares
|
$73,062
0.02% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
828
shares
|
$71,423
0.03% of portfolio
|
Q4 2023
Added 1.22%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
803
shares
|
$69,266
0.0% of portfolio
|
Q3 2025
Added 1684.44%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
782
shares
|
$67,455
0.01% of portfolio
|
Q3 2025
Added 53.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
780
shares
|
$67,282
0.01% of portfolio
|
Q3 2025
Reduced 21.61%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
746
shares
|
$64,349
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
710
shares
|
$61,244
0.0% of portfolio
|
Q3 2025
Reduced 67.1%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
650
shares
|
$56,069
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
650
shares
|
$56,069
0.01% of portfolio
|
Q3 2022
Reduced 18.75%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
638
shares
|
$55,033
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
580
shares
|
$50,030
0.0% of portfolio
|
Q1 2025
Added 98.63%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
580
shares
|
$50,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
575
shares
|
$49,599
0.02% of portfolio
|
Q2 2022
Reduced 44.12%
|
|