iShares MSCI Eafe Min Vol FaEFAVETF

13F holders, Q2 2024 (June 30)
467holders +1
38new positions
45sold out
3famous investors
$69.35avg. 13F price*

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

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 → Q2 2024

InstitutionsTotal Value
New Positions38$19.0M
Exits45$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.

Show all 467 holders