iShares MSCI Eafe Min Vol FaEFAVETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 467 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings, up 1 from Q1 2024. 38 opened new positions and 45 sold out. The largest holders were Bank of America Corp. ($2.0B), FMR LLC ($823.7M) and BlackRock Inc. ($317.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares MSCI Eafe Min Vol Fa
- CUSIP
- 46429B689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $19.0M |
| Exits | 45 | $18.6M |
All 13F filers, Q1 2024 → Q2 2024: 907,441 shares bought and 7,311,104 shares sold, net −6,403,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 467 holders
| Bank of America Corp. | 0.19% | Reduce -2.1% | 29,209,703 | $2.0B |
| FMR LLC | 0.05% | Reduce -10.6% | 11,876,280 | $823.7M |
| BlackRock Inc. | 0.01% | Add +0.2% | 4,573,146 | $317.2M |
| Morgan Stanley | 0.01% | Reduce -7.4% | 2,145,665 | $148.8M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -10.3% | 2,104,416 | $146.0M |
| Wharton Business Group, LLC | 5.84% | Add +0.8% | 1,629,436 | $113.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -16.4% | 1,563,969 | $108.5M |
| Securian Asset Management, Inc. | 2.15% | Reduce -4.5% | 1,063,248 | $73.7M |
| Mercer Global Advisors Inc. | 0.19% | Reduce -23.2% | 1,029,205 | $71.4M |
| Financial Engines Advisors L.L.C. | 0.15% | Reduce -1.9% | 973,215 | $67.5M |
| Sei Investments Co. | 0.09% | Reduce -1.9% | 872,842 | $60.5M |
| LPL Financial LLC | 0.03% | Reduce -3.4% | 829,180 | $57.5M |
| Wells Fargo & Company | 0.01% | Reduce -2.1% | 670,360 | $46.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.6% | 630,639 | $43.5M |
| UBS Group AG | 0.01% | Reduce -10.5% | 571,050 | $39.6M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -2.6% | 484,839 | $33.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.1% | 454,753 | $31.5M |
| Jane Street Group, LLC | 0.03% | Reduce -84.4% | 431,981 | $30.0M |
| Royal Bank of Canada | 0.01% | Add +2.7% | 414,345 | $28.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.1% | 356,705 | $24.7M |
| Horizon Investments, LLC | 0.65% | Reduce -3.9% | 340,145 | $23.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -2.5% | 320,789 | $22.2M |
| Brookstone Capital Management | 0.34% | Reduce -1.1% | 287,647 | $20.7M |
| Cetera Investment Advisers | 0.05% | Reduce -4.0% | 287,146 | $19.9M |
| Burt Wealth Advisors | 5.21% | Reduce -5.5% | 285,143 | $19.8M |
| Amundi | 0.01% | Add +5.5% | 279,900 | $19.6M |
| Symmetry Partners, LLC | 0.95% | Add +35.5% | 266,906 | $18.5M |
| Cutler Investment Counsel LLC | 2.49% | Reduce -0.1% | 263,426 | $18.3M |
| US Bancorp \de | 0.02% | Add +138.6% | 255,210 | $17.7M |
| Bank of New York Mellon Corp | 0.00% | Add +4.0% | 230,169 | $16.0M |
| Assetmark, Inc. | 0.05% | Reduce -0.2% | 210,700 | $14.6M |
| Armbruster Capital Management, Inc. | 2.96% | Add +3.6% | 205,349 | $14.2M |
| Lester Murray Antman dba SimplyRich | 4.28% | Add +3.1% | 194,972 | $13.5M |
| Mariner, LLC | 0.02% | Reduce -4.7% | 178,421 | $12.4M |
| Facet Wealth, Inc. | 0.35% | Add +12.8% | 157,906 | $11.4M |
| Apella Capital, LLC | 0.50% | Add +4.0% | 159,062 | $11.1M |
| Captrust Financial Advisors | 0.03% | Reduce -5.3% | 156,291 | $10.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +298.2% | 154,527 | $10.7M |
| MML Investors Services, LLC | 0.04% | Add +0.5% | 147,372 | $10.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -21.6% | 138,880 | $9.6M |
| Anderson Hoagland & Co. | 1.00% | Reduce -20.1% | 136,331 | $9.5M |
| VAUGHAN & Co SECURITIES, INC. | 5.91% | Add +4.9% | 135,101 | $9.4M |
| Ledyard National Bank | 0.91% | Add +7.6% | 134,808 | $9.3M |
| Aspiriant, LLC | 0.38% | Reduce -6.3% | 133,172 | $9.2M |
| Principal Securities, Inc. | 0.25% | Reduce -8.1% | 131,109 | $9.1M |
| Choreo, LLC | 0.14% | Add +3.1% | 123,843 | $8.6M |
| Rehmann Capital Advisory Group | 0.61% | Reduce -7.8% | 122,843 | $8.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -22.1% | 121,482 | $8.4M |
| Raymond James & Associates | 0.01% | Reduce -8.4% | 121,032 | $8.4M |
| Rakuten Investment Management, Inc. | 0.05% | Reduce -9.2% | 117,905 | $8.2M |
| ProVise Management Group, LLC | 0.68% | Add +2.5% | 114,913 | $8.0M |
| Mission Creek Capital Partners, Inc. | 1.94% | Reduce -12.4% | 111,109 | $7.7M |
| Geneos Wealth Management Inc. | 0.33% | Add +5.3% | 108,548 | $7.5M |
| Comerica Bank | 0.03% | Add +3.5% | 107,914 | $7.5M |
| Magnus Financial Group LLC | 0.84% | Reduce -0.2% | 107,428 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -11.3% | 106,388 | $7.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.5% | 105,609 | $7.3M |
| Avantax Advisory Services, Inc. | 0.05% | Add +13.2% | 103,585 | $7.2M |
| Asset Management Group, Inc. | 1.09% | Reduce -1.2% | 103,062 | $7.1M |
| D.A. Davidson & Co. | 0.06% | Add +1.6% | 102,274 | $7.1M |
| Creative Planning | 0.01% | Reduce -3.3% | 98,519 | $6.8M |
| McNaughton Wealth Management, LLC | 3.61% | Add +4.3% | 98,188 | $6.8M |
| Well Done, LLC | 1.41% | Reduce -1.1% | 98,106 | $6.8M |
| DRW Securities, LLC | 0.41% | Reduce -64.1% | 95,678 | $6.6M |
| Friedenthal Financial | 4.03% | Add +1.8% | 93,133 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +2.4% | 87,384 | $6.1M |
| Bank of Montreal | 0.00% | Reduce -0.6% | 77,055 | $5.8M |
| Trustmark Bank Trust Department | 0.46% | Reduce -17.9% | 83,395 | $5.8M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -4.0% | 77,366 | $5.4M |
| Yeomans Consulting Group, Inc. | 2.05% | Add +1.3% | 76,419 | $5.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.7% | 74,507 | $5.2M |
| Equitable Holdings, Inc. | 0.05% | Add +3.6% | 68,905 | $4.8M |
| Glenmede Trust Co. NA | 0.02% | Reduce -6.9% | 68,805 | $4.8M |
| Estate Counselors, LLC | 0.51% | Add +0.5% | 67,790 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -36.4% | 67,538 | $4.7M |
| Vestcor Inc | 0.16% | Reduce -32.5% | 67,179 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -3.4% | 66,162 | $4.6M |
| Citadel Advisors | 0.00% | Reduce -24.4% | 61,267 | $4.2M |
| CW Advisors, LLC | 0.07% | Add +38.9% | 60,545 | $4.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -0.1% | 59,095 | $4.1M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -31.2% | 55,453 | $3.8M |
| Old Mission Capital LLC | 0.10% | New | 55,293 | $3.8M |
| Physician Wealth Advisors, Inc. | 0.67% | Reduce -4.1% | 50,839 | $3.6M |
| TCV Trust & Wealth Management, Inc. | 0.34% | Add +0.5% | 52,008 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -18.1% | 51,850 | $3.6M |
| Anchor Investment Management, LLC | 0.37% | Add +8.9% | 51,526 | $3.6M |
| Merit Financial Group, LLC | 0.08% | Reduce -2.7% | 51,249 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Add +4.5% | 49,650 | $3.4M |
| Allworth Financial LP | 0.02% | Reduce -5.8% | 47,050 | $3.4M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -3.7% | 47,761 | $3.3M |
| Mutual Advisors, LLC | 0.10% | Add +8.3% | 45,418 | $3.3M |
| Gateway Wealth Partners, LLC | 0.99% | Reduce -2.2% | 47,202 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -6.8% | 46,516 | $3.2M |
| Samalin Investment Counsel, LLC | 1.50% | Add +12.7% | 46,277 | $3.2M |
| IMA Advisory Services, Inc. | 1.41% | Add +1.1% | 45,897 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.3% | 45,887 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -2.2% | 44,043 | $3.1M |
| Clearstead Advisors, LLC | 0.05% | New | 42,187 | $2.9M |
| Prudential Financial Inc. | 0.00% | Add +12.1% | 42,135 | $2.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -68.4% | 41,690 | $2.9M |
"% 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.