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
Mutual Advisors, LLC 0.10% Reduce -0.4% 41,956 $3.0M
Samalin Investment Counsel, LLC 1.39% Reduce -0.3% 41,074 $2.9M
Visionary Wealth Advisors 0.20% Reduce -0.0% 41,042 $2.9M
Berger Financial Group, Inc 0.24% Add +715.7% 40,352 $2.9M
Kestra Advisory Services, LLC 0.02% Reduce -4.0% 38,805 $2.8M
MorganRosel Wealth Management, LLC 0.97% Reduce -5.8% 38,445 $2.7M
Shore Point Advisors, LLC 1.55% Reduce -1.0% 38,373 $2.7M
Prudential Financial Inc. 0.00% Add +1.1% 37,605 $2.7M
Keeler & Nadler Financial Planning & Wealth Management 1.59% Reduce -27.0% 37,401 $2.7M
Tacita Capital Inc 1.76% Reduce -23.2% 35,865 $2.5M
Advisory Services Network, LLC 0.05% Add +0.8% 33,663 $2.4M
Mather Group, Llc. 0.04% Reduce -0.0% 34,249 $2.4M
MAI Capital Management 0.02% Add +4.7% 32,641 $2.3M
HBK Sorce Advisory LLC 0.08% Add +0.9% 32,613 $2.3M
Level Four Advisory Services, LLC 0.13% No change 33,196 $2.3M
Woodmont Investment Counsel LLC 0.19% Reduce -3.0% 32,457 $2.3M
Avestar Capital, LLC 0.25% New 31,075 $2.2M
Prism Advisors, Inc. 0.66% No change 31,007 $2.2M
Brickley Wealth Management 0.50% Add +2.2% 30,799 $2.2M
Fragasso Financial Advisors Inc 0.18% Add +2.0% 29,970 $2.1M
Round Rock Advisors LLC 0.51% Reduce -5.3% 29,774 $2.1M
Archford Capital Strategies, LLC 0.33% Reduce -1.5% 27,896 $2.0M
Citizens Financial Group Inc. 0.07% Reduce -0.8% 27,498 $1.9M
Monterey Private Wealth, Inc. 0.75% Reduce 0.0% 26,195 $1.9M
Klingman & Associates, LLC 0.13% Reduce -1.5% 25,505 $1.8M
IHT Wealth Management, LLC 0.07% Reduce -1.5% 25,243 $1.8M
UMB Bank, n.a. 0.03% Add +0.2% 25,176 $1.8M
Capital Advisors, Ltd. LLC 0.23% Reduce -22.0% 24,948 $1.8M
Ausdal Financial Partners, Inc. 0.20% Reduce -12.5% 24,698 $1.8M
HB Wealth Management, LLC 0.02% Reduce -10.2% 24,693 $1.8M
CVA Family Office, LLC 0.31% Reduce -1.2% 24,668 $1.7M
Townsquare Capital LLC 0.03% Add +6.0% 24,375 $1.7M
Tudor Investment Corporation 0.02% New 24,156 $1.7M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.6% 23,891 $1.7M
Peterson Wealth Advisors, LLC 0.36% Reduce -6.1% 23,774 $1.7M
Foster Victor Wealth Advisors, LLC 0.15% Reduce -1.7% 24,168 $1.7M
Brown Wealth Management, LLC 0.69% Reduce -2.1% 23,458 $1.7M
Cedar Brook Financial Partners, LLC 0.33% Reduce -1.6% 23,284 $1.7M
Steward Partners Investment Advisory, LLC 0.02% Reduce -3.5% 23,200 $1.6M
Fortune Financial Advisors, LLC 1.01% Reduce -2.1% 22,474 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -3.2% 21,663 $1.5M
Sawgrass Asset Management LLC 0.17% No change 21,575 $1.5M
Nikulski Financial, Inc. 0.48% Reduce -15.5% 20,396 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Add +6.2% 20,350 $1.4M
Lanark Financial, Inc. 0.13% Add +3.7% 20,185 $1.4M
Stock Yards Bank & Trust Co. 0.05% Add +1.7% 20,084 $1.4M
Kathleen S. Wright Associates Inc. 0.67% Reduce -0.2% 19,941 $1.4M
CFS Investment Advisory Services, LLC 0.24% Reduce -3.6% 19,846 $1.4M
CGN Advisors LLC 0.18% Add +29.9% 19,834 $1.4M
Breakwater Capital Group 0.35% Reduce -1.4% 19,697 $1.4M
Aries Wealth Management 0.45% Add +1.4% 19,635 $1.4M
Composition Wealth, LLC 0.03% Reduce -21.6% 19,436 $1.4M
Legacy Financial Advisors, Inc. 0.25% Reduce -91.6% 19,310 $1.4M
Bell Investment Advisors, Inc 0.26% Add +10.7% 19,053 $1.4M
Roof Eidam Maycock Peralta, LLC 0.37% Add +5.7% 18,785 $1.3M
1900 Wealth Management LLC 0.12% Reduce -51.2% 18,327 $1.3M
Bellwether Advisors, LLC 0.28% Add +0.3% 18,260 $1.3M
Citigroup Inc. 0.00% Add +638.2% 17,666 $1.3M
Perigon Wealth Management, LLC 0.04% Reduce -12.9% 17,649 $1.3M
Foster & Motley Inc. 0.08% Reduce -4.6% 17,280 $1.2M
Heck Capital Advisors, LLC 0.19% Reduce -0.8% 17,280 $1.2M
Transamerica Financial Advisors, LLC 0.12% Reduce -46.4% 17,247 $1.2M
Focus Partners Wealth 0.01% New 17,084 $1.2M
Investment Partners, LTD. 0.51% No change 16,007 $1.1M
Great Valley Advisor Group, Inc. 0.03% Add +3.1% 15,768 $1.1M
Baker Ellis Asset Management LLC 0.16% Reduce -13.7% 15,500 $1.1M
Cibc World Market Inc. 0.00% Add +6.2% 15,410 $1.1M
Foster Group, Inc. 0.05% Add +8.2% 15,400 $1.1M
Cwm, LLC 0.01% Reduce -6.5% 15,152 $1.1M
Eagle Strategies LLC 0.23% New 14,777 $1.0M
PCA Investment Advisory Services Inc. 0.58% Add +6.8% 14,546 $1.0M
Buckingham Strategic Wealth, LLC 0.01% Reduce -18.7% 14,222 $1.0M
Arrowroot Family Office, LLC 0.64% Add +6.9% 14,171 $1.0M
Mascoma Wealth Management LLC 0.28% Reduce -26.0% 13,940 $988K
Venturi Wealth Management, LLC 0.06% Reduce -52.0% 13,749 $975K
Shufro Rose & Co. LLC 0.08% Add +13.6% 13,528 $959K
Northern Trust Corp. 0.00% Reduce -29.5% 13,447 $953K
Fiduciary Trust Co 0.01% Reduce -15.4% 12,776 $906K
Shira Ridge Wealth Management 0.52% Add +2.1% 12,697 $900K
Evergreen Capital Management LLC 0.03% Add +21.2% 12,642 $896K
Corient Private Wealth LP 0.00% Add +18.2% 12,561 $890K
Qube Research & Technologies Ltd 0.00% Reduce -10.4% 12,551 $890K
Lido Advisors, LLC 0.01% Add +4.4% 12,351 $875K
Valley Forge Investment Consultants Inc. Adv 0.34% No change 12,237 $867K
Sweeney & Michel, LLC 0.37% — 11,796 $846K
Raymond James Trust N.A. 0.02% Reduce -13.1% 11,455 $812K
Acorn Wealth Advisors, LLC 0.42% Reduce -4.3% 11,435 $810K
Tolleson Wealth Management, Inc. 0.16% Reduce -16.3% 11,434 $810K
Prudential PLC 0.01% Add +39.0% 11,343 $804K
Waldron Private Wealth LLC 0.04% Reduce -20.4% 11,340 $804K
Wesbanco Bank Inc. 0.03% Add +4.6% 11,286 $800K
Cerity Partners LLC 0.00% Reduce -12.6% 11,140 $790K
Mosaic Family Wealth Partners, LLC 0.13% Add +7.7% 11,024 $781K
Tompkins Financial Corp. 0.09% Reduce -0.2% 10,958 $777K
O'shaughnessy Asset Management, LLC 0.01% Add +8.3% 10,689 $758K
Dohj, LLC 0.20% Reduce -1.1% 10,532 $747K
Versant Capital Management, Inc 0.21% No change 10,500 $744K
Verus Capital Partners, LLC 0.08% Reduce -24.3% 10,253 $727K
Arcus Capital Partners, LLC 0.23% Reduce -22.3% 10,241 $726K
Global Retirement Partners, LLC 0.03% Reduce -18.6% 10,119 $717K
Appleton Partners Inc. 0.06% Reduce -12.5% 10,010 $710K
Janney Montgomery Scott LLC 0.00% Reduce -8.8% 10,000 $709K
Premier Path Wealth Partners, LLC 0.13% Reduce -23.2% 9,773 $693K
Stephens Inc. 0.01% Reduce -2.1% 9,735 $690K
Savant Capital, LLC 0.01% Reduce -10.8% 9,585 $679K
Wolff Financial Management LLC 0.20% Reduce -38.5% 9,449 $670K
J.W. Cole Advisors, Inc. 0.03% Reduce -15.4% 9,412 $667K
RHS Financial, LLC 0.39% Add +34.9% 9,343 $662K
Prospera Financial Services Inc 0.02% Reduce -7.0% 9,136 $648K
Hilltop Partners LLC 0.23% No change 9,095 $645K
Patriot Investment Management Group, Inc. 0.05% Add +3.9% 9,040 $641K
Forum Private Client Group LLC 0.31% Reduce -27.1% 9,029 $640K
Spirepoint Private Client, LLC 0.10% — 8,920 $632K
Nottingham Advisors, Inc. 0.08% No change 8,675 $615K
Ewa, LLC 0.28% Reduce -66.9% 8,560 $612K
Vantage Financial Partners, LLC 0.16% Add +3.2% 8,558 $607K
Stratos Wealth Partners, LTD. 0.01% Add +0.1% 8,503 $603K
Diversify Advisory Services, LLC 0.04% — 8,532 $602K
Moneco Advisors, LLC 0.09% Reduce -2.2% 8,436 $598K
Cornerstone Wealth Management, LLC 0.05% Add +0.5% 8,315 $589K
Ameritas Investment Partners, Inc. 0.02% Reduce -1.7% 8,186 $580K
Bogart Wealth, LLC 0.03% Add +1.1% 8,179 $580K
Thrivent Financial for Lutherans 0.00% Add +4.3% 8,148 $578K
Blue Barn Wealth, LLC 0.32% Reduce -3.7% 7,989 $566K
Black Diamond Financial, LLC 0.15% No change 8,090 $561K
Lantz Financial LLC 0.18% Reduce -1.5% 7,858 $557K
Bison Wealth, LLC 0.09% Add +1.9% 7,828 $555K
Pacific Center for Financial Services 0.16% Add +22.8% 7,773 $551K
Courier Capital LLC 0.04% Reduce -52.7% 7,690 $545K
Kingswood Wealth Advisors, LLC 0.06% Reduce -11.0% 7,654 $543K
Counterweight Ventures, LLC 0.44% Reduce -7.6% 7,649 $542K
Avidian Wealth Enterprises, LLC 0.03% Reduce -0.0% 7,607 $539K
StoneX Group Inc. 0.05% Reduce -2.3% 7,585 $538K
Tranquilli Financial Advisor LLC 0.35% Reduce -0.7% 7,463 $529K
Focus Partners Advisor Solutions, LLC 0.01% Add +37.6% 7,307 $518K
Citizens National Bank Trust Department 0.12% Reduce -7.9% 7,169 $508K
OneDigital Investment Advisors LLC 0.01% Reduce -0.5% 6,990 $495K
Insight Wealth Strategies, LLC 0.07% Reduce -97.8% 6,890 $488K
Essex Financial Services, Inc. 0.04% Reduce -16.2% 6,770 $480K
International Assets Investment Management, LLC 0.05% Reduce -21.3% 6,660 $470K
Cherry Tree Wealth Management, LLC 0.12% Reduce -10.3% 6,573 $466K
Franklin Resources Inc. 0.00% Reduce -4.5% 6,573 $466K
Evanson Asset Management, LLC 0.03% No change 6,530 $463K
Pallas Capital Advisors LLC 0.02% New 6,479 $459K
Grayhawk Investment Strategies Inc. 0.40% No change 6,406 $454K
ERn Financial, LLC 0.08% Reduce -2.0% 6,238 $442K
Magnolia Capital Advisors LLC 0.37% Add +7.9% 6,438 $439K
BCGM Wealth Management, LLC 0.15% No change 5,988 $424K
Keystone Financial Group 0.06% Reduce -7.8% 5,981 $424K
Treynor Bancshares, Inc. 0.24% Reduce -0.8% 5,916 $419K
Ascent Group, LLC 0.04% Reduce -7.6% 5,886 $417K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.8% 5,862 $416K
Sage Mountain Advisors LLC 0.04% Add +56.1% 5,854 $415K
Delta Wealth Advisors LLC 0.42% — 5,780 $410K
Lincoln National Corp. 0.01% Reduce -1.6% 5,754 $408K
Pinnacle Bancorp, Inc. 0.12% No change 5,665 $402K
PFG Advisors 0.03% Reduce -1.6% 5,618 $398K
Ameritas Advisory Services, LLC 0.02% Add +3.3% 5,632 $397K
Cresset Asset Management, LLC 0.00% Add +39.3% 5,435 $385K
Sovereign Investment Advisors, LLC 0.13% No change 5,430 $385K
Stablepoint Partners, LLC 0.08% Add +18.8% 5,348 $379K
Commerce Bank 0.00% Add +5.6% 5,342 $379K
JMG Financial Group, Ltd. 0.01% Add +0.3% 5,231 $371K
Blair William & Co. 0.00% Add +12.3% 5,209 $369K
Financial Perspectives, Inc 0.14% No change 5,165 $366K
FAS Wealth Partners, Inc. 0.03% Reduce -5.0% 5,093 $361K
Cowa, LLC 0.21% Add +5.8% 5,068 $359K
CreativeOne Wealth, LLC 0.01% Reduce -8.7% 5,067 $359K
Traction Financial Partners, LLC 0.28% Reduce -27.5% 5,000 $357K
Squarepoint Ops LLC 0.00% New 4,988 $354K
Johnson Investment Counsel Inc. 0.00% No change 4,979 $353K
Alta Wealth Advisors LLC 0.18% No change 4,979 $353K
Flagship Harbor Advisors, LLC 0.02% Reduce -11.4% 4,927 $349K
Goldstein Advisors, LLC 0.06% Reduce -6.0% 4,899 $347K
GDS Wealth Management 0.04% Reduce -9.4% 4,883 $346K
Focus Financial Network, Inc. 0.02% — 5,030 $341K
National Wealth Management Group, LLC 0.26% Reduce -2.5% 4,783 $339K
Blankinship & Foster, LLC 0.09% No change 4,751 $337K
Apollon Wealth Management, LLC 0.01% Reduce -11.0% 4,751 $337K
Peak Financial Management, Inc. 0.11% Reduce -2.9% 4,736 $336K
Summit Global Investments 0.02% Add +32.4% 4,622 $328K
Syntegra Private Wealth Group, LLC 0.04% Add +3.1% 4,625 $328K
Integrated Advisors Network LLC 0.02% Reduce -2.8% 4,616 $327K
Etfidea, LLC 0.11% No change 4,585 $325K
Arax Advisory Partners 0.03% Reduce -9.5% 4,565 $324K
Concourse Financial Group Securities, Inc. 0.02% Reduce -9.0% 4,525 $321K
Grey Fox Wealth Advisors, LLC 0.12% Reduce -0.4% 4,523 $321K
Compound Planning, Inc. 0.03% Add +0.3% 4,508 $320K
Retirement Group, LLC 0.11% Reduce -10.6% 4,506 $319K
Galvin, Gaustad & Stein, LLC 0.03% Reduce -4.7% 4,433 $314K
NewEdge Wealth, LLC 0.01% No change 4,485 $314K
Sage Capital Advisors,llc 0.09% No change 4,413 $313K
High Net Worth Advisory Group LLC 0.10% No change 4,361 $309K
AMG National Trust Bank 0.01% No change 4,349 $308K
Pathway Financial Advisors LLC 0.08% Reduce -18.6% 4,334 $307K
Gladstone Institutional Advisory LLC 0.02% Reduce -16.6% 4,326 $307K
Ackerman Capital Advisors, LLC 0.08% No change 4,300 $305K
Spire Wealth Management 0.01% Reduce -2.6% 4,270 $303K
Summit Wealth Partners, LLC 0.06% Reduce -3.5% 4,227 $300K
Bond & Devick Financial Network, Inc. 0.16% No change 4,222 $299K
Alaska Permanent Capital Management, LLC 0.02% Add +5.0% 4,189 $297K
Hibernia Wealth Partners, LLC 0.20% Reduce -6.8% 4,140 $293K
Colonial River Investments, LLC 0.16% Reduce -52.7% 4,115 $292K
Nabity-Jensen Investment Management Inc 0.24% No change 4,053 $287K
SteelPeak Wealth, LLC 0.01% Reduce -19.4% 4,043 $287K
Cardiff Park Advisors, LLC 0.03% No change 3,959 $281K
Alesco Advisors, LLC, An ESL Co 0.01% No change 3,950 $280K
Planning Directions Inc. 0.19% Reduce -15.1% 3,947 $280K
Warner Financial, Inc. 0.14% Reduce -0.6% 3,916 $278K
Centurion Wealth Management LLC 0.11% Reduce -4.4% 3,819 $271K
Ceera Investments, LLC 0.12% No change 3,810 $270K
Fisher Asset Management 0.00% New 3,779 $268K
Sage Advisory Services, Ltd.Co. 0.07% Reduce -97.4% 3,753 $266K
Park Avenue Securities LLC 0.00% Add +26.2% 3,749 $266K
First Citizens Financial Corp 0.16% No change 3,744 $265K
Interactive Financial Advisors, Inc. 0.14% Reduce -33.0% 3,693 $262K
Elevate Wealth Advisory, Inc. 0.22% Reduce -3.0% 3,586 $254K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.8% 3,560 $252K
Kathmere Capital Management, LLC 0.03% Reduce -0.1% 3,556 $252K
Wealth Advisors of Iowa, LLC 0.15% No change 3,550 $252K
Family Capital Trust Co 0.09% Reduce -98.0% 3,550 $252K
Hilltop Holdings Inc. 0.03% Reduce -14.1% 3,537 $251K
Independent Financial Group, LLC 0.01% Reduce -12.9% 3,537 $251K
Fiduciary Alliance LLC 0.04% Reduce -31.7% 3,537 $249K
Cary Street Partners Investment Advisory LLC 0.01% New 3,438 $244K
Private Trust Co. NA 0.03% No change 3,394 $241K
Meridian Wealth Advisors, LLC 0.05% No change 3,390 $240K
Ellis Investment Partners, LLC 0.05% Reduce -0.5% 3,285 $233K
Principal Financial Group Inc. 0.00% No change 3,258 $231K
Rainey & Randall Wealth Advisors Inc. 0.05% No change 3,239 $230K
Bristlecone Advisors, LLC 0.02% No change 3,215 $228K
Richardson Financial Services Inc. 0.16% Add +32.6% 3,201 $227K
James J. Burns & Company, LLC 0.08% Reduce -18.2% 3,209 $225K
Financial Advocates Investment Management 0.01% Reduce -0.8% 2,331 $221K
Brandywine Oak Private Wealth LLC 0.02% No change 3,120 $221K
180 Wealth Advisors, LLC 0.04% No change 3,054 $216K
Colton Groome Financial Advisors, LLC 0.09% Reduce -10.2% 3,046 $216K
Whittier Trust Co. of Nevada Inc. 0.01% No change 3,003 $213K
PDS Planning, Inc 0.02% No change 2,930 $208K
Christensen, King & Associates Investment Services, Inc. 0.10% New 2,883 $204K
Strategic Blueprint, LLC 0.01% Reduce -36.3% 2,876 $204K
B. Riley Wealth Advisors, Inc. 0.01% New 3,098 $202K
Centaurus Financial, Inc. 0.01% Reduce -38.9% 2,639 $187K
Sunbelt Securities, Inc. 0.02% No change 2,535 $180K
Smartleaf Asset Management LLC 0.03% No change 2,455 $175K
EP Wealth Advisors, LLC 0.00% Reduce -5.6% 2,443 $173K
Asset Dedication, LLC 0.01% No change 2,419 $172K
Colonial Trust Co / SC 0.03% Reduce -4.1% 2,349 $166K
Gen-Wealth Partners Inc 0.08% — 2,245 $159K
BOK Financial Private Wealth, Inc. 0.01% Add +1204.2% 2,191 $155K
Clear Point Advisors Inc. 0.13% No change 2,154 $153K
Paladin Advisory Group, LLC 0.12% Reduce -22.8% 2,080 $147K
SYM FINANCIAL Corp 0.02% Reduce -0.3% 1,991 $141K
Parkside Financial Bank & Trust 0.02% No change 1,920 $136K
Running Point Capital Advisors, LLC 0.06% No change 1,778 $126K
Harbour Investments, Inc. 0.00% Reduce -2.3% 1,753 $124K
Archer Investment Corp 0.04% No change 1,734 $123K
Whittier Trust Co. 0.00% No change 1,637 $116K
Balentine LLC 0.00% Reduce -95.1% 1,547 $110K
Delta Asset Management LLC 0.01% No change 1,474 $104K
Federation des caisses Desjardins du Quebec 0.00% No change 1,420 $101K
Harbor Investment Advisory, LLC 0.01% Reduce -11.3% 1,397 $99K
AdvisorNet Financial, Inc 0.01% Reduce -13.2% 1,323 $94K
Elevation Wealth Partners, LLC 0.05% Reduce -2.0% 1,298 $92K
Eagle Bay Advisors LLC 0.05% Add +1916.7% 1,210 $86K
Barrett & Company, Inc. 0.04% No change 1,150 $82K
Aptus Capital Advisors, LLC 0.00% New 899 $64K
Integrity Financial Corp 0.04% Reduce -24.7% 895 $63K
MassMutual Private Wealth & Trust, FSB 0.00% No change 876 $62K
GPS Wealth Strategies Group, LLC 0.01% Reduce -1.0% 873 $62K
Farther Finance Advisors, LLC 0.00% Reduce -2.4% 858 $60K
CIBC Private Wealth Group LLC 0.00% New 842 $59K
Larson Financial Group LLC 0.00% Reduce -14.9% 808 $57K
IFP Advisors, Inc 0.00% Add +520.0% 806 $57K
CKW Financial Group 0.01% No change 802 $57K
Aspect Partners, LLC 0.04% No change 771 $55K
Ancora Advisors LLC 0.00% Add +9.1% 705 $50K
Townsend Asset Management Corp. /NC/ 0.02% Reduce -9.1% 676 $48K
Webster Bank, N. A. 0.01% No change 650 $46K
EPG Wealth Management LLC 0.01% Reduce -4.5% 638 $45K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +8.7% 625 $44K
Halpern Financial, Inc. 0.01% No change 600 $42K
Colonial Trust Advisors 0.00% No change 575 $41K
Cedar Wealth Management, LLC 0.01% No change 561 $40K
Glass Jacobson Investment Advisors llc 0.01% No change 555 $39K
Milestone Investment Advisors LLC 0.01% No change 554 $39K
Provident Wealth Management, LLC 0.01% Reduce -6.0% 547 $39K
Gradient Investments LLC 0.00% Reduce -27.4% 500 $35K
New Covenant Trust Company, N.A. 0.04% — 495 $35K
CoreCap Advisors, LLC 0.00% New 472 $33K
NorthRock Partners, LLC 0.00% No change 439 $31K
Naples Money Management LLC 0.03% New 415 $29K
Westside Investment Management, Inc. 0.01% Reduce -19.8% 405 $29K
Beacon Capital Management, LLC 0.01% No change 401 $28K
Sound Income Strategies, LLC 0.00% Add +113.9% 400 $28K
Parallel Advisors, LLC 0.00% No change 397 $28K
Realta Investment Advisors 0.01% New 396 $28K
Rain Capital Management, LLC 0.02% No change 375 $27K
Oxford Financial Group, LTD. LLC 0.00% Add +935.5% 321 $23K
Avior Wealth Management, LLC 0.00% Add +0.0% 310 $22K
Founders Financial Alliance, LLC 0.01% No change 303 $21K
Sandy Spring Bank 0.00% No change 292 $21K
Cassady Schiller Wealth Management, LLC 0.01% No change 276 $20K
Studio Investment Management LLC 0.00% New 269 $19K
Signature Resources Capital Management, LLC 0.02% No change 272 $19K
Ogorek Anthony Joseph /NY/ 0.01% No change 268 $18K
Brown Brothers Harriman & Co. 0.00% No change 252 $18K
Laurel Wealth Advisors LLC 0.00% New 243 $17K
Capital Investment Advisory Services, LLC 0.00% Reduce -9.9% 236 $17K
First Manhattan Co. Llc. 0.00% No change 236 $17K
Salem Investment Counselors Inc. 0.00% Reduce -74.2% 232 $16K
Baldwin Wealth Partners LLC 0.00% No change 230 $16K
Clear Investment Research, LLC 0.02% No change 217 $15K
PrairieView Partners, LLC 0.00% No change 205 $15K
Centennial Bank 0.01% Add +193.9% 194 $14K
JFS Wealth Advisors, LLC 0.00% No change 180 $13K
Future Financial Wealth Managment LLC 0.01% New 177 $13K
C M Bidwell & Associates Ltd. 0.01% No change 177 $13K
Mark Sheptoff Financial Planning, LLC 0.01% No change 176 $12K
Hexagon Capital Partners LLC 0.00% No change 176 $12K
Continuum Advisory, LLC 0.00% New 152 $11K
Signaturefd, LLC 0.00% No change 144 $10K
Front Row Advisors LLC 0.00% New 129 $9K
Highline Wealth Partners LLC 0.00% No change 128 $9K
Key Financial Inc 0.00% No change 128 $9K
American Capital Advisory, LLC 0.01% Add +930.8% 134 $9K
Glen Eagle Advisors, LLC 0.00% No change 119 $8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 121 $8K
MTM Investment Management, LLC 0.00% New 115 $8K
Tower Research Capital LLC (TRC) 0.00% Add +2200.0% 115 $8K
Avion Wealth 0.00% No change 104 $8K
Core Wealth Advisors, Inc. 0.00% No change 110 $8K
Truvestments Capital LLC 0.00% New 110 $8K
Bangor Savings Bank 0.00% No change 99 $7K
Hollencrest Capital Management 0.00% No change 86 $6K
Castleview Partners, LLC 0.00% New 85 $6K
Beaird Harris Wealth Management, LLC 0.00% No change 83 $6K
Jamison Private Wealth Management, Inc. 0.00% New 75 $5K
Cornerstone Planning Group LLC 0.00% Reduce -91.6% 75 $5K
Kiely Wealth Advisory Group, Inc. 0.00% No change 75 $5K
Vima LLC 0.01% No change 77 $5K
Hazlett, Burt & Watson, Inc. 0.00% New 64 $5K
Impact Partnership Wealth, LLC 0.00% Reduce -97.8% 67 $5K
WASHINGTON TRUST Co 0.00% Add +37.5% 66 $5K
Logan Capital Management Inc. 0.00% No change 64 $5K
Center for Financial Planning, Inc. 0.00% New 62 $4K
Creekmur Asset Management LLC 0.00% No change 58 $4K
Rosenberg Matthew Hamilton 0.00% No change 53 $4K
Western Pacific Wealth Management, LP 0.00% New 52 $4K
Family Asset Management, LLC 0.00% No change 44 $3K
Creative Financial Designs Inc. 0.00% Reduce -28.8% 42 $3K
American National Bank & Trust 0.00% No change 42 $3K
Motco 0.00% No change 39 $3K
WR Wealth Planners, LLC 0.00% New 38 $3K
National Bank of Canada 0.00% No change 35 $3K
EverSource Wealth Advisors, LLC 0.00% Reduce -86.0% 35 $2K
Abound Wealth Management 0.00% Reduce -50.9% 27 $2K
Clearstead Trust, LLC 0.00% No change 15 $1K
Iron Horse Wealth Management, LLC 0.00% No change 15 $1K
Winthrop Capital Management, LLC 0.00% New 21 $1K
AlphaMark Advisors, LLC 0.00% No change 20 $1K
Jackson Hole Capital Partners, LLC 0.00% No change 12 $851
Princeton Global Asset Management LLC 0.00% No change 11 $780
Fairman Group, LLC 0.00% No change 4 $284
Mine & Arao Wealth Creation & Management, LLC. 0.00% New 1 $71
First Command Advisory Services, Inc. 0.00% New 19 $0

"% 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.