iShares MSCI Eafe Min Vol FaEFAVETF

13F holders, Q2 2026 (June 30)
532holders −12
35new positions
49sold out
2famous investors
$87.82avg. 13F price*

At the end of Q2 2026, 532 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings, down 12 from Q1 2026. 35 opened new positions and 49 sold out. The largest holders were FMR LLC ($641.7M), Bank of America Corp. ($320.2M) and BlackRock, Inc. ($320.1M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares MSCI Eafe Min Vol Fa
CUSIP
46429B689
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 466Q1 2024Q2 2024: 467Q2 2024Q3 2024: 474Q3 2024Q4 2024: 472Q4 2024Q1 2025: 484Q1 2025Q2 2025: 516Q2 2025Q3 2025: 516Q3 2025Q4 2025: 538Q4 2025Q1 2026: 544Q1 2026Q2 2026: 532Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions35$31.5M
Exits49$34.3M

All 13F filers, Q1 2026 → Q2 2026: 1,278,046 shares bought and 1,823,066 shares sold, net −545,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 532 holders

FMR LLC 0.03% Reduce -4.1% 7,315,650 $641.7M
Bank of America Corp. 0.02% Reduce -7.1% 3,650,415 $320.2M
BlackRock, Inc. 0.00% Add +2.1% 3,649,436 $320.1M
Morgan Stanley 0.01% Add +6.5% 2,634,646 $231.1M
Wharton Business Group, LLC 4.90% Reduce -2.5% 1,671,587 $146.6M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -8.0% 1,099,071 $96.4M
Envestnet Asset Management Inc. 0.02% Reduce -0.1% 1,036,742 $90.9M
LPL Financial LLC 0.02% Reduce -1.7% 932,387 $81.8M
Financial Engines Advisors L.L.C. 0.12% Add +1.4% 779,547 $68.4M
Securian Asset Management, Inc. 2.30% No change 702,769 $64.0M
UBS Group AG 0.01% Reduce -0.3% 683,106 $59.9M
Sei Investments Co. 0.05% Add +1.5% 679,207 $59.6M
Wells Fargo & Company 0.01% Reduce -5.4% 650,611 $57.1M
Raymond James Financial Inc. 0.02% Add +19.7% 636,096 $55.8M
Ameriprise Financial Inc. 0.01% Reduce -14.4% 575,586 $50.5M
Royal Bank of Canada 0.01% Reduce -1.2% 487,681 $42.8M
Cambridge Investment Research Advisors, Inc. 0.09% Add +1.3% 439,002 $38.5M
Assetmark, Inc. 0.06% Add +0.8% 424,169 $37.2M
Mercer Global Advisors Inc. 0.04% Reduce -3.8% 381,992 $33.5M
Summit Financial, LLC 0.36% Add +0.5% 376,075 $33.0M
Amundi 0.01% Add +6.9% 375,150 $32.9M
Creative Planning 0.02% Reduce -6.9% 373,286 $32.7M
Cetera Investment Advisers 0.03% Add +1.9% 363,824 $31.9M
Alliancebernstein L.P. 0.01% Add +2.4% 320,615 $29.3M
Facet Wealth, Inc. 0.38% Add +1.5% 305,572 $26.8M
Commonwealth Equity Services, LLC 0.03% Add +0.2% 296,316 $26.0M
Jones Financial Companies LLLP 0.01% Add +12.4% 233,033 $20.5M
Armbruster Capital Management, Inc. 2.99% Add +3.4% 228,932 $20.1M
Geneos Wealth Management Inc. 0.38% Reduce -1.9% 209,918 $18.4M
Brookstone Capital Management 0.18% Reduce -9.3% 204,864 $18.0M
Penserra Capital Management LLC 0.13% Reduce -0.8% 196,194 $17.2M
Kestra Advisory Services, LLC 0.05% Add +447.4% 192,591 $16.9M
Lester Murray Antman dba SimplyRich 3.82% Reduce -0.1% 186,185 $16.3M
Portfolio Design Labs, LLC 2.44% Reduce -2.9% 169,473 $14.9M
Osaic Holdings, Inc. 0.02% Add +17.0% 169,268 $14.8M
ProVise Management Group, LLC 0.94% Add +32.8% 159,820 $14.0M
Symmetry Partners, LLC 0.70% Add +11.3% 156,401 $13.7M
Ledyard National Bank 1.08% Add +0.7% 153,015 $13.4M
Merit Financial Group, LLC 0.08% Add +15.1% 148,952 $13.1M
Anderson Hoagland & Co. 1.02% Reduce -0.0% 147,790 $13.0M
Mariner, LLC 0.01% Reduce -12.2% 138,907 $12.2M
Vestcor Inc 0.30% Add +5.1% 138,825 $12.2M
Ascent Group, LLC 0.33% Reduce -1.7% 124,996 $11.0M
Caisse de depot et placement du Quebec 0.02% New 122,535 $10.7M
MML Investors Services, LLC 0.02% Reduce -23.0% 119,482 $10.5M
Principal Securities, Inc. 0.12% Reduce -1.4% 114,028 $10.0M
Magnus Financial Group LLC 0.71% Add +2.5% 113,016 $9.9M
Baird Financial Group, Inc. 0.01% Add +8.5% 110,680 $9.7M
Fifth Third Bancorp 0.02% Reduce -4.3% 106,332 $9.3M
JPMorgan Chase & Co. 0.00% Add +2.2% 105,524 $9.3M
Captrust Financial Advisors 0.01% Reduce -1.1% 103,567 $9.1M
Truist Financial Corp. 0.01% Reduce -20.3% 101,884 $8.9M
Trustmark Bank Trust Department 0.49% Add +1.7% 94,453 $8.3M
Choreo, LLC 0.09% Reduce -0.3% 91,946 $8.1M
Stifel Financial Corp. 0.01% Add +1.5% 86,391 $7.6M
Asset Management Group, Inc. 1.09% Add +0.3% 84,562 $7.4M
Alpha Capital Advisors Inc. 6.38% Reduce -0.7% 84,324 $7.4M
Cutler Investment Counsel LLC 0.66% Reduce -0.8% 80,264 $7.0M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +54.0% 79,705 $7.0M
Mission Creek Capital Partners, Inc. 1.22% Add +0.2% 79,407 $7.0M
HighTower Advisors, LLC 0.01% Reduce -4.4% 77,119 $6.8M
Well Done, LLC 0.90% Add +0.2% 75,883 $6.7M
Estate Counselors, LLC 0.56% Add +7.9% 74,006 $6.5M
Anchor Investment Management, LLC 0.46% Add +4.0% 70,045 $6.1M
Bank of Montreal 0.00% Add +0.7% 68,756 $6.0M
Founders Financial Securities LLC 0.30% Reduce -0.1% 66,332 $5.8M
Horizon Investments, LLC 0.06% Reduce -50.4% 65,785 $5.8M
Focus Partners Wealth 0.01% Reduce -7.0% 64,025 $5.6M
Tudor Investment Corporation 0.02% New 62,890 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.1% 61,227 $5.5M
World Investment Advisors 0.09% Reduce -0.3% 58,090 $5.3M
Compass Financial Group, Inc. (Ohio) 3.48% Add +38.5% 59,346 $5.2M
NewEdge Advisors, LLC 0.02% Reduce -10.5% 57,970 $5.1M
Aspiriant, LLC 0.12% Reduce -0.5% 55,558 $4.9M
TCV Trust & Wealth Management, Inc. 0.36% Reduce -3.6% 54,659 $4.8M
Apella Capital, LLC 0.07% Reduce -6.3% 52,215 $4.7M
Rwa Wealth Partners, LLC 0.04% Add +21.3% 52,845 $4.6M
Private Advisor Group, LLC 0.02% Reduce -11.0% 52,463 $4.6M
Glenmede Trust Co. NA 0.02% Reduce -7.2% 51,547 $4.5M
Wealth Advisors of Iowa, LLC 1.21% Reduce -4.6% 51,015 $4.5M
Strategic Blueprint, LLC 0.22% Reduce -1.0% 50,230 $4.4M
PNC Financial Services Group, Inc. 0.00% Add +0.4% 49,331 $4.3M
Rockefeller Capital Management L.P. 0.01% Reduce -6.2% 45,669 $4.0M
Advisory Services Network, LLC 0.04% Add +4.0% 44,716 $3.9M
Savant Capital, LLC 0.01% Add +18.2% 43,633 $3.8M
Rehmann Capital Advisory Group 0.17% Add +5.8% 43,093 $3.8M
Samalin Investment Counsel, LLC 1.13% Add +0.6% 40,162 $3.5M
MAI Capital Management 0.01% Reduce -1.1% 40,162 $3.5M
Mutual Advisors, LLC 0.07% Add +0.1% 40,079 $3.5M
United Capital Financial Advisors, LLC 0.02% Reduce -1.6% 39,508 $3.5M
Integrated Wealth Concepts LLC 0.02% Add +4.0% 38,188 $3.3M
Capital Analysts, LLC 0.08% Reduce -2.6% 38,166 $3.3M
Corsicana & Co. 1.61% Reduce -0.6% 37,774 $3.3M
Shore Point Advisors, LLC 1.13% Reduce -9.1% 37,514 $3.3M
Transamerica Financial Advisors, LLC 0.27% Reduce -8.5% 36,835 $3.2M
IMA Advisory Services, Inc. 0.20% Reduce -2.1% 36,419 $3.2M
BridgePort Financial Solutions, LLC 0.76% Reduce -0.1% 34,008 $3.0M
Rakuten Investment Management, Inc. 0.01% Reduce -49.3% 33,220 $2.9M
Physician Wealth Advisors, Inc. 0.34% Reduce -1.6% 32,819 $2.9M
VAUGHAN & Co SECURITIES, INC. 1.28% Add +0.2% 31,301 $2.7M

"% of holder's portfolio" is EFAV's weight in each manager's 13F, not the share of iShares MSCI Eafe Min Vol Fa the manager owns.

Show all 532 holders