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 |
|---|---|---|---|---|---|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
15,759
shares
|
$1.36 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
15,690
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Added 102.5%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
15,378
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,238
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 83.0%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
15,180
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
14,604
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2025
Reduced 22.38%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
14,511
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,186
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
14,124
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
13,780
shares
|
$1.19 Million
0.44% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
13,595
shares
|
$1.17 Million
0.32% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
13,424
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
13,386
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,256
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
13,250
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
13,197
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
13,184
shares
|
$1.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,163
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13,063
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,850
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 34.4%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
12,816
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
12,651
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,442
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
12,297
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.68%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,182
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.54%
|
|