iShares MSCI Eafe Min Vol FaEFAVETF

13F holders, Q1 2024 (March 31)
466holders
4famous investors
$70.89avg. 13F price*

At the end of Q1 2024, 466 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings. The largest holders were Bank of America Corp. ($2.1B), FMR LLC ($941.5M) and BlackRock Inc. ($323.5M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024

InstitutionsTotal Value
New Positions35$36.5M
Exits52$43.9M

Ownership 466 holders

Bank of America Corp. 0.21% Reduce -4.5% 29,829,156 $2.1B
FMR LLC 0.06% Reduce -3.6% 13,283,310 $941.5M
BlackRock Inc. 0.01% Reduce -6.2% 4,564,546 $323.5M
Jane Street Group, LLC 0.25% Add +17865.7% 2,764,205 $195.9M
Envestnet Asset Management Inc. 0.06% Reduce -54.8% 2,346,729 $166.3M
Morgan Stanley 0.01% Reduce -4.5% 2,316,319 $164.2M
Northwestern Mutual Wealth Management Co. 0.14% Reduce -2.3% 1,870,007 $132.5M
Wharton Business Group, LLC 5.51% Reduce -19.1% 1,616,055 $114.5M
Mercer Global Advisors Inc. 0.27% Reduce -66.5% 1,340,069 $95.0M
Securian Asset Management, Inc. 2.31% Reduce -1.1% 1,113,648 $78.9M
Financial Engines Advisors L.L.C. 0.16% Reduce -3.0% 991,786 $70.3M
Sei Investments Co. 0.09% Add +1.1% 889,910 $63.1M
LPL Financial LLC 0.03% Reduce -4.5% 858,715 $60.9M
Ameriprise Financial Inc. 0.02% Reduce -17.5% 774,358 $57.2M
Wells Fargo & Company 0.01% Reduce -5.8% 684,520 $48.5M
UBS Group AG 0.01% Add +7.0% 638,324 $45.2M
Cambridge Investment Research Advisors, Inc. 0.14% Add +0.5% 497,905 $35.3M
Alliancebernstein L.P. 0.01% Reduce -1.1% 460,064 $32.6M
Royal Bank of Canada 0.01% Reduce -34.0% 403,352 $28.6M
Commonwealth Equity Services, LLC 0.04% Reduce -4.8% 356,968 $25.3M
Horizon Investments, LLC 0.66% Add +0.1% 353,851 $25.1M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -9.2% 329,093 $23.3M
Burt Wealth Advisors 5.42% Add +11.4% 301,650 $21.4M
Cetera Investment Advisers 0.05% Add +149.6% 298,976 $21.2M
Brookstone Capital Management 0.37% Reduce -4.8% 290,821 $20.6M
DRW Securities, LLC 1.08% New 266,236 $18.9M
Cutler Investment Counsel LLC 2.51% Add +4.6% 263,753 $18.7M
Amundi 0.01% Add +1.0% 265,200 $18.0M
Bank of New York Mellon Corp 0.00% Reduce -36.6% 221,298 $15.7M
Assetmark, Inc. 0.05% Add +31.4% 211,206 $15.0M
Armbruster Capital Management, Inc. 2.99% Add +1.1% 198,130 $14.0M
Symmetry Partners, LLC 1.09% Reduce -18.4% 196,967 $14.0M
Lester Murray Antman dba SimplyRich 4.33% Add +0.6% 189,183 $13.4M
Mariner, LLC 0.03% Reduce -6.3% 187,221 $13.3M
Janiczek Wealth Management, LLC 2.76% Add +1.0% 182,937 $13.0M
Osaic Holdings, Inc. 0.03% Reduce -34.5% 177,229 $12.6M
Anderson Hoagland & Co. 1.32% Add +3.0% 170,543 $11.8M
JPMorgan Chase & Co. 0.00% Reduce -1.4% 166,367 $11.8M
Captrust Financial Advisors 0.04% Reduce -25.9% 164,964 $11.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -59.4% 155,858 $11.0M
Apella Capital, LLC 0.54% Reduce -1.1% 152,946 $10.7M
MML Investors Services, LLC 0.04% Reduce -14.2% 146,691 $10.4M
Principal Securities, Inc. 0.32% Reduce -1.5% 142,672 $10.1M
Aspiriant, LLC 0.42% Reduce -9.0% 142,127 $10.1M
Facet Wealth, Inc. 0.33% Add +45.1% 139,971 $9.9M
Rehmann Capital Advisory Group 0.70% Reduce -1.5% 133,239 $9.4M
Raymond James & Associates 0.01% Reduce -13.1% 132,135 $9.4M
Susquehanna International Group, LLP 0.01% New 132,052 $9.4M
Rakuten Investment Management, Inc. 0.07% Add +3.3% 129,905 $9.2M
VAUGHAN & Co SECURITIES, INC. 5.81% Add +2.7% 128,800 $9.1M
Mission Creek Capital Partners, Inc. 2.34% Reduce -4.3% 126,877 $9.0M
Ledyard National Bank 0.86% Add +5.7% 125,332 $8.9M
Choreo, LLC 0.22% Reduce -1.0% 120,079 $8.5M
HighTower Advisors, LLC 0.01% Reduce -12.8% 119,929 $8.5M
ProVise Management Group, LLC 0.69% Reduce -0.4% 112,138 $7.9M
Magnus Financial Group LLC 0.91% Reduce -3.8% 107,649 $7.6M
US Bancorp \de 0.01% Reduce -1.4% 106,981 $7.6M
Goldman Sachs Group Inc. 0.00% Add +25.6% 106,103 $7.5M
Alaska Wealth Advisors, LLC 1.12% Add +10650.9% 104,284 $7.4M
Asset Management Group, Inc. 1.12% Reduce -0.7% 104,283 $7.4M
Comerica Bank 0.03% Reduce -48.0% 104,210 $7.4M
Geneos Wealth Management Inc. 0.33% Reduce -27.0% 103,124 $7.3M
Creative Planning 0.01% Reduce -2.2% 101,846 $7.2M
Trustmark Bank Trust Department 0.59% Reduce -2.6% 101,544 $7.2M
D.A. Davidson & Co. 0.06% Reduce -0.6% 100,641 $7.1M
Vestcor Inc 0.24% Reduce -52.9% 99,489 $7.1M
Well Done, LLC 1.38% Reduce -1.7% 99,233 $7.0M
McNaughton Wealth Management, LLC 3.70% Add +3.7% 94,167 $6.7M
Friedenthal Financial 3.99% Add +1.2% 91,528 $6.5M
Avantax Advisory Services, Inc. 0.06% Reduce -4.7% 91,511 $6.5M
Truist Financial Corp. 0.01% Reduce -11.6% 85,343 $6.0M
Bank of Montreal 0.00% Add +9.2% 77,550 $5.9M
Wilbanks Smith & Thomas Asset Management LLC 0.16% Reduce -18.7% 82,699 $5.9M
PNC Financial Services Group, Inc. 0.00% Reduce -4.5% 82,469 $5.8M
Citadel Advisors 0.01% Add +2964.5% 81,025 $5.7M
Atria Wealth Solutions, Inc. 0.06% Add +1.1% 80,557 $5.7M
Wealthspire Advisors, LLC 0.08% Reduce -31.7% 80,554 $5.7M
Yeomans Consulting Group, Inc. 2.34% Add +1.1% 75,430 $5.3M
Glenmede Trust Co. NA 0.03% Add +26.7% 73,936 $5.2M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -19.7% 68,499 $4.9M
Rwa Wealth Partners, LLC 0.07% Reduce -2.2% 68,342 $4.8M
Estate Counselors, LLC 0.55% Add +0.5% 67,430 $4.8M
Equitable Holdings, Inc. 0.05% Add +2.7% 66,484 $4.7M
Stifel Financial Corp. 0.01% Add +5.2% 63,281 $4.5M
NewEdge Advisors, LLC 0.04% Reduce -7.3% 59,130 $4.2M
Merit Financial Group, LLC 0.09% Reduce -13.9% 52,667 $3.7M
TCV Trust & Wealth Management, Inc. 0.35% Add +1.0% 51,756 $3.7M
Physician Wealth Advisors, Inc. 0.76% Reduce -2.9% 52,999 $3.6M
Private Advisor Group, LLC 0.03% Reduce -13.1% 49,936 $3.5M
Allworth Financial LP 0.03% Add +0.4% 49,928 $3.5M
United Capital Financial Advisors, LLC 0.03% Reduce -1.1% 49,598 $3.5M
Gateway Wealth Partners, LLC 1.23% Reduce -3.2% 48,264 $3.4M
Baird Financial Group, Inc. 0.01% Reduce -31.4% 47,533 $3.4M
Anchor Investment Management, LLC 0.35% Add +3.2% 47,302 $3.4M
Renaissance Technologies 0.01% Add +53.3% 46,600 $3.3M
IMA Advisory Services, Inc. 1.52% Add +3.3% 45,396 $3.2M
Integrated Wealth Concepts LLC 0.05% Add +0.8% 45,052 $3.2M
Capital Analysts, LLC 0.15% Reduce -14.0% 44,910 $3.2M
CW Advisors, LLC 0.05% Reduce -3.3% 43,596 $3.1M
Rockefeller Capital Management L.P. 0.01% Add +53.1% 43,156 $3.1M

"% 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 466 holders