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
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 |
| Visionary Wealth Advisors | 0.18% | Reduce -1.2% | 40,552 | $2.8M |
| Shore Point Advisors, LLC | 1.55% | Add +2.3% | 39,269 | $2.7M |
| MorganRosel Wealth Management, LLC | 0.96% | Add +1.5% | 39,021 | $2.7M |
| Capital Analysts, LLC | 0.12% | Reduce -16.1% | 37,657 | $2.6M |
| Financial Advocates Investment Management | 0.15% | Add +3215.4% | 77,282 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Add +0.1% | 33,685 | $2.3M |
| Level Four Advisory Services, LLC | 0.10% | Add +0.6% | 33,379 | $2.3M |
| MAI Capital Management | 0.02% | Reduce -2.1% | 31,940 | $2.2M |
| Woodmont Investment Counsel LLC | 0.18% | Reduce -3.8% | 31,212 | $2.2M |
| Brickley Wealth Management | 0.47% | Add +0.0% | 30,810 | $2.1M |
| Prism Advisors, Inc. | 0.65% | Reduce -1.1% | 30,674 | $2.1M |
| M Holdings Securities, Inc. | 0.28% | New | 30,596 | $2.1M |
| Avestar Capital, LLC | 0.23% | Reduce -4.5% | 29,678 | $2.1M |
| Fragasso Financial Advisors Inc | 0.17% | Reduce -1.7% | 29,468 | $2.0M |
| Mather Group, Llc. | 0.02% | Reduce -20.7% | 27,169 | $1.9M |
| Archford Capital Strategies, LLC | 0.31% | Reduce -0.8% | 27,680 | $1.9M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -16.3% | 27,311 | $1.9M |
| TPG Advisors LLC | 1.59% | — | 26,901 | $1.9M |
| Monterey Private Wealth, Inc. | 0.69% | Add +2.1% | 26,738 | $1.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.00% | Reduce -29.5% | 26,355 | $1.8M |
| Klingman & Associates, LLC | 0.12% | Reduce -1.1% | 25,225 | $1.7M |
| IHT Wealth Management, LLC | 0.06% | Reduce -1.0% | 24,995 | $1.7M |
| Berger Financial Group, Inc | 0.14% | Reduce -38.4% | 24,869 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +0.4% | 24,803 | $1.7M |
| Foster Victor Wealth Advisors, LLC | 0.14% | Reduce -4.5% | 23,070 | $1.7M |
| Townsquare Capital LLC | 0.02% | Reduce -2.6% | 23,728 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | New | 23,420 | $1.6M |
| SageView Advisory Group, LLC | 0.10% | New | 23,173 | $1.6M |
| CVA Family Office, LLC | 0.29% | Reduce -6.6% | 23,041 | $1.6M |
| Brown Wealth Management, LLC | 0.64% | Reduce -2.4% | 22,906 | $1.6M |
| Peterson Wealth Advisors, LLC | 0.33% | Reduce -3.8% | 22,879 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.7% | 22,351 | $1.6M |
| Fortune Financial Advisors, LLC | 0.94% | Reduce -1.7% | 22,083 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -13.3% | 21,831 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | — | 21,575 | $1.5M |
| Sawgrass Asset Management LLC | 0.16% | No change | 21,575 | $1.5M |
| HB Wealth Management, LLC | 0.02% | Reduce -15.9% | 20,772 | $1.4M |
| CGN Advisors LLC | 0.17% | Add +4.5% | 20,726 | $1.4M |
| Lanark Financial, Inc. | 0.13% | Add +1.3% | 20,452 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -7.9% | 19,945 | $1.4M |
| Aries Wealth Management | 0.43% | Add +1.3% | 19,895 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.18% | Reduce -20.6% | 19,820 | $1.4M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -3.2% | 19,446 | $1.3M |
| Round Rock Advisors LLC | 0.33% | Reduce -34.9% | 19,391 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +12.5% | 19,226 | $1.3M |
| Bell Investment Advisors, Inc | 0.26% | Add +0.8% | 19,211 | $1.3M |
| Roof Eidam Maycock Peralta, LLC | 0.36% | Add +0.8% | 18,929 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -3.6% | 18,731 | $1.3M |
| Janiczek Wealth Management, LLC | 0.27% | Reduce -89.8% | 18,630 | $1.3M |
| Breakwater Capital Group | 0.29% | Reduce -5.7% | 18,566 | $1.3M |
| Nikulski Financial, Inc. | 0.39% | Reduce -12.6% | 17,827 | $1.2M |
| Heck Capital Advisors, LLC | 0.15% | Add +3.1% | 17,815 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -14.7% | 17,354 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.13% | No change | 17,247 | $1.2M |
| Bellwether Advisors, LLC | 0.25% | Reduce -5.5% | 17,253 | $1.2M |
| Tacita Capital Inc | 0.82% | Reduce -53.4% | 16,725 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -5.4% | 16,689 | $1.2M |
| Investment Partners, LTD. | 0.50% | Add +0.5% | 16,087 | $1.1M |
| Kathleen S. Wright Associates Inc. | 0.51% | Reduce -20.4% | 15,866 | $1.1M |
| Foster Group, Inc. | 0.04% | Add +2.6% | 15,803 | $1.1M |
| Cwm, LLC | 0.01% | Add +3.7% | 15,716 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.0% | 15,612 | $1.1M |
| Baker Ellis Asset Management LLC | 0.16% | Reduce -0.3% | 15,450 | $1.1M |
| Foster & Motley Inc. | 0.07% | Reduce -12.1% | 15,186 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.55% | Add +3.3% | 15,019 | $1.0M |
| Arrowroot Family Office, LLC | 0.66% | Add +4.6% | 14,821 | $1.0M |
| Citizens Financial Group Inc. | 0.02% | Reduce -47.1% | 14,558 | $1.0M |
| Shufro Rose & Co. LLC | 0.08% | Add +7.2% | 14,505 | $1.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -40.5% | 14,205 | $983K |
| Valley Forge Investment Consultants Inc. Adv | 0.35% | Add +7.6% | 13,165 | $913K |
| Fiduciary Trust Co | 0.01% | No change | 12,776 | $886K |
| Shira Ridge Wealth Management | 0.48% | Reduce -1.9% | 12,455 | $864K |
| Lido Advisors, LLC | 0.01% | Add +0.5% | 12,411 | $861K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -37.8% | 12,341 | $856K |
| Evergreen Capital Management LLC | 0.03% | Reduce -4.8% | 12,042 | $835K |
| Mascoma Wealth Management LLC | 0.22% | Reduce -15.0% | 11,844 | $821K |
| Global Retirement Partners, LLC | 0.03% | Add +15.3% | 11,670 | $809K |
| Raymond James Trust N.A. | 0.02% | No change | 11,455 | $794K |
| Tolleson Wealth Management, Inc. | 0.16% | No change | 11,434 | $793K |
| Savant Capital, LLC | 0.01% | Add +18.2% | 11,332 | $786K |
| Waldron Private Wealth LLC | 0.03% | Reduce -2.3% | 11,084 | $769K |
| Tompkins Financial Corp. | 0.08% | No change | 10,958 | $760K |
| Wesbanco Bank Inc. | 0.03% | Reduce -3.2% | 10,929 | $758K |
| Hobbs Group Advisors, LLC | 0.28% | — | 10,799 | $749K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.1% | 10,676 | $740K |
| Mosaic Family Wealth Partners, LLC | 0.12% | Reduce -4.0% | 10,579 | $734K |
| Versant Capital Management, Inc | 0.18% | No change | 10,500 | $728K |
| Corient Private Wealth LP | 0.00% | Reduce -16.6% | 10,476 | $727K |
| Sweeney & Michel, LLC | 0.31% | Reduce -13.2% | 10,245 | $717K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.3% | 10,129 | $703K |
| Cerity Partners LLC | 0.00% | Reduce -9.9% | 10,037 | $696K |
| Acorn Wealth Advisors, LLC | 0.33% | Reduce -16.1% | 9,596 | $666K |
| Appleton Partners Inc. | 0.05% | Reduce -4.6% | 9,548 | $662K |
| Jones Financial Companies LLLP | 0.00% | New | 9,476 | $657K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -34.1% | 9,376 | $650K |
| Andina Capital Management, LLC | 0.49% | New | 9,315 | $646K |
| Empirical Asset Management, LLC | 0.24% | New | 9,237 | $641K |
| 1900 Wealth Management LLC | 0.06% | Reduce -49.7% | 9,226 | $640K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +1.6% | 9,188 | $637K |
| Premier Path Wealth Partners, LLC | 0.11% | Reduce -6.5% | 9,137 | $634K |
| Stephens Inc. | 0.01% | Reduce -6.6% | 9,095 | $631K |
| Alaska Wealth Advisors, LLC | 0.10% | Reduce -91.4% | 8,962 | $622K |
| Verus Capital Partners, LLC | 0.06% | Reduce -12.9% | 8,925 | $619K |
| Spirepoint Private Client, LLC | 0.09% | No change | 8,920 | $619K |
| Arcus Capital Partners, LLC | 0.23% | Reduce -14.4% | 8,770 | $608K |
| Hilltop Partners LLC | 0.22% | Reduce -4.7% | 8,666 | $601K |
| Pacific Center for Financial Services | 0.17% | Add +10.6% | 8,595 | $596K |
| Ewa, LLC | 0.25% | Reduce -3.6% | 8,248 | $592K |
| RHS Financial, LLC | 0.36% | Reduce -8.9% | 8,513 | $590K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +11.1% | 8,501 | $590K |
| Wolff Financial Management LLC | 0.43% | Reduce -10.2% | 8,482 | $588K |
| Essex Financial Services, Inc. | 0.04% | Add +20.8% | 8,175 | $586K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -2.6% | 8,314 | $582K |
| Hibernia Wealth Partners, LLC | 0.20% | Add +101.3% | 8,334 | $578K |
| Quantinno Capital Management LP | 0.01% | New | 8,327 | $578K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.4% | 8,302 | $576K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.5% | 8,188 | $568K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.5% | 8,147 | $565K |
| IFG Advisory, LLC | 0.04% | New | 8,141 | $565K |
| Nottingham Advisors, Inc. | 0.07% | Reduce -6.2% | 8,140 | $565K |
| Black Diamond Financial, LLC | 0.11% | No change | 8,090 | $561K |
| Bogart Wealth, LLC | 0.03% | Reduce -1.1% | 8,088 | $561K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -41.6% | 8,031 | $557K |
| Bison Wealth, LLC | 0.09% | No change | 7,828 | $555K |
| Dohj, LLC | 0.14% | Reduce -24.1% | 7,992 | $554K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -15.4% | 7,964 | $552K |
| Blue Barn Wealth, LLC | 0.31% | Reduce -0.6% | 7,944 | $551K |
| Tranquilli Financial Advisor LLC | 0.37% | Add +6.0% | 7,913 | $548K |
| Lantz Financial LLC | 0.17% | No change | 7,858 | $545K |
| Millennium Management | 0.00% | New | 7,781 | $540K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.5% | 7,700 | $534K |
| Moneco Advisors, LLC | 0.08% | Reduce -8.8% | 7,693 | $534K |
| Fiduciary Financial Group, LLC | 0.13% | — | 7,444 | $533K |
| Prospera Financial Services Inc | 0.01% | Reduce -16.9% | 7,597 | $527K |
| Prudential PLC | 0.00% | Reduce -33.6% | 7,533 | $522K |
| Counterweight Ventures, LLC | 0.39% | Reduce -1.9% | 7,500 | $520K |
| Forum Private Client Group LLC | 0.24% | Reduce -18.8% | 7,332 | $509K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.7% | 7,186 | $498K |
| Vantage Financial Partners, LLC | 0.13% | Reduce -17.1% | 7,092 | $492K |
| Franklin Resources Inc. | 0.00% | Add +5.9% | 6,962 | $483K |
| &partners | 0.02% | New | 6,855 | $475K |
| Citizens National Bank Trust Department | 0.11% | Reduce -5.1% | 6,804 | $472K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -10.8% | 6,782 | $470K |
| Pallas Capital Advisors LLC | 0.02% | No change | 6,479 | $464K |
| Magnolia Capital Advisors LLC | 0.26% | Add +3.1% | 6,641 | $461K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.5% | 6,606 | $458K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 6,573 | $456K |
| QRG Capital Management, Inc. | 0.01% | New | 6,553 | $454K |
| Evanson Asset Management, LLC | 0.03% | Add +0.1% | 6,535 | $453K |
| Insight Wealth Strategies, LLC | 0.06% | Reduce -7.8% | 6,351 | $440K |
| Courier Capital LLC | 0.03% | Reduce -17.6% | 6,336 | $439K |
| Creekside Partners | 0.23% | — | 6,064 | $421K |
| BCGM Wealth Management, LLC | 0.14% | Reduce -0.8% | 5,937 | $412K |
| Sage Mountain Advisors LLC | 0.04% | No change | 5,854 | $406K |
| Perennial Investment Advisors, LLC | 0.06% | New | 5,850 | $406K |
| Grayhawk Investment Strategies Inc. | 1.84% | Reduce -9.0% | 5,832 | $404K |
| Pinnacle Bancorp, Inc. | 0.12% | No change | 5,665 | $393K |
| International Assets Investment Management, LLC | 0.04% | Reduce -15.4% | 5,636 | $391K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -70.8% | 5,628 | $390K |
| Cibc World Market Inc. | 0.00% | Reduce -64.0% | 5,540 | $384K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -2.3% | 5,505 | $382K |
| Cresset Asset Management, LLC | 0.00% | Add +1.0% | 5,491 | $381K |
| Sovereign Investment Advisors, LLC | 0.14% | No change | 5,430 | $377K |
| Stablepoint Partners, LLC | 0.07% | Reduce -3.6% | 5,156 | $373K |
| Commerce Bank | 0.00% | Add +0.1% | 5,349 | $371K |
| JMG Financial Group, Ltd. | 0.01% | No change | 5,231 | $363K |
| FAS Wealth Partners, Inc. | 0.03% | Add +2.1% | 5,198 | $361K |
| Financial Perspectives, Inc | 0.13% | Add +0.4% | 5,185 | $360K |
| Traction Financial Partners, LLC | 0.26% | Reduce -2.8% | 4,858 | $358K |
| Compound Planning, Inc. | 0.03% | Add +14.4% | 5,157 | $358K |
| Atria Investments, Inc | 0.00% | New | 5,125 | $355K |
| PFG Advisors | 0.02% | Reduce -9.2% | 5,101 | $354K |
| ERn Financial, LLC | 0.06% | Reduce -18.3% | 5,097 | $354K |
| Fisher Asset Management | 0.00% | Add +34.5% | 5,082 | $352K |
| Ascent Group, LLC | 0.03% | Reduce -14.9% | 5,011 | $348K |
| Alta Wealth Advisors LLC | 0.17% | No change | 4,979 | $345K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 4,979 | $345K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.0% | 4,976 | $345K |
| Focus Financial Network, Inc. | 0.01% | Reduce -5.9% | 4,731 | $340K |
| Blankinship & Foster, LLC | 0.09% | Add +2.1% | 4,850 | $336K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -17.7% | 4,825 | $335K |
| Peak Financial Management, Inc. | 0.10% | Add +0.0% | 4,737 | $329K |
| National Wealth Management Group, LLC | 0.25% | Reduce -1.1% | 4,730 | $328K |
| Park Avenue Securities LLC | 0.00% | Add +26.1% | 4,726 | $328K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.6% | 4,673 | $324K |
| Arax Advisory Partners | 0.03% | Add +1.8% | 4,648 | $322K |
| Ashton Thomas Securities, LLC | 0.08% | — | 4,364 | $322K |
| Summit Global Investments | 0.02% | Reduce -0.1% | 4,617 | $320K |
| Etfidea, LLC | 0.11% | No change | 4,585 | $318K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.0% | 4,570 | $317K |
| StoneX Group Inc. | 0.03% | Reduce -39.9% | 4,562 | $316K |
| GDS Wealth Management | 0.03% | Reduce -7.7% | 4,509 | $313K |
| NewEdge Wealth, LLC | 0.01% | No change | 4,485 | $311K |
| Cardiff Park Advisors, LLC | 0.03% | Add +12.3% | 4,444 | $308K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Reduce -1.9% | 4,435 | $308K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 4,433 | $307K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -4.2% | 4,431 | $307K |
| Goldstein Advisors, LLC | 0.05% | Reduce -9.7% | 4,424 | $307K |
| Sage Capital Advisors,llc | 0.09% | No change | 4,413 | $306K |
| Integrated Advisors Network LLC | 0.02% | Reduce -4.5% | 4,406 | $306K |
| AMG National Trust Bank | 0.01% | Add +1.1% | 4,396 | $305K |
| Blair William & Co. | 0.00% | Reduce -17.1% | 4,319 | $300K |
| Flow Traders U.S. LLC | 0.01% | New | 4,310 | $299K |
| Ackerman Capital Advisors, LLC | 0.08% | No change | 4,300 | $298K |
| Summit Wealth Partners, LLC | 0.06% | Add +1.5% | 4,289 | $297K |
| Cowa, LLC | 0.16% | Reduce -16.2% | 4,249 | $295K |
| Bond & Devick Financial Network, Inc. | 0.16% | No change | 4,222 | $293K |
| Nabity-Jensen Investment Management Inc | 0.23% | No change | 4,053 | $281K |
| James J. Burns & Company, LLC | 0.05% | Add +24.9% | 4,007 | $278K |
| Pathway Financial Advisors LLC | 0.07% | Reduce -7.8% | 3,996 | $277K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 3,950 | $274K |
| Warner Financial, Inc. | 0.13% | Reduce -0.6% | 3,894 | $270K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -3.9% | 3,886 | $270K |
| Ceera Investments, LLC | 0.11% | No change | 3,810 | $264K |
| Colonial River Investments, LLC | 0.14% | Reduce -8.8% | 3,751 | $260K |
| Interactive Financial Advisors, Inc. | 0.14% | Add +1.4% | 3,745 | $260K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,708 | $257K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +7.4% | 3,693 | $256K |
| High Net Worth Advisory Group LLC | 0.08% | Reduce -15.6% | 3,683 | $255K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 3,667 | $254K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -16.0% | 3,635 | $252K |
| Kathmere Capital Management, LLC | 0.03% | Add +1.7% | 3,615 | $251K |
| First Citizens Financial Corp | 0.15% | Reduce -3.7% | 3,604 | $250K |
| Independent Financial Group, LLC | 0.01% | Add +0.5% | 3,554 | $247K |
| Family Capital Trust Co | 0.08% | No change | 3,550 | $246K |
| 180 Wealth Advisors, LLC | 0.04% | Add +12.6% | 3,439 | $245K |
| Chris Bulman Inc | 0.16% | — | 3,404 | $236K |
| Private Trust Co. NA | 0.03% | No change | 3,394 | $235K |
| Meridian Wealth Advisors, LLC | 0.04% | No change | 3,390 | $235K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -33.2% | 3,384 | $235K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Add +4.4% | 3,381 | $235K |
| Planning Directions Inc. | 0.16% | Reduce -14.5% | 3,373 | $234K |
| Principal Financial Group Inc. | 0.00% | No change | 3,258 | $226K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -1.5% | 3,236 | $224K |
| Sage Advisory Services, Ltd.Co. | 0.06% | Reduce -14.1% | 3,223 | $224K |
| Bristlecone Advisors, LLC | 0.02% | No change | 3,215 | $223K |
| Elevate Wealth Advisory, Inc. | 0.18% | Reduce -11.4% | 3,176 | $220K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 3,120 | $216K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -13.1% | 3,095 | $215K |
| Vanguard Group Inc. | 0.00% | New | 3,086 | $214K |
| Richardson Financial Services Inc. | 0.15% | Reduce -4.5% | 3,058 | $212K |
| First Trust Direct Indexing L.P. | 0.01% | New | 2,995 | $208K |
| PDS Planning, Inc | 0.02% | No change | 2,930 | $203K |
| EP Wealth Advisors, LLC | 0.00% | Add +11.4% | 2,721 | $189K |
| Sunbelt Securities, Inc. | 0.02% | Add +1.1% | 2,562 | $178K |
| Smartleaf Asset Management LLC | 0.03% | No change | 2,455 | $170K |
| Asset Dedication, LLC | 0.01% | No change | 2,419 | $168K |
| Citigroup Inc. | 0.00% | Reduce -86.5% | 2,393 | $166K |
| Colonial Trust Co / SC | 0.03% | No change | 2,349 | $163K |
| Centaurus Financial, Inc. | 0.01% | Reduce -11.8% | 2,328 | $161K |
| IFP Advisors, Inc | 0.01% | Add +184.1% | 2,290 | $159K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -24.1% | 2,280 | $158K |
| Gen-Wealth Partners Inc | 0.08% | No change | 2,245 | $156K |
| Paladin Advisory Group, LLC | 0.11% | No change | 2,080 | $144K |
| SYM FINANCIAL Corp | 0.02% | No change | 1,991 | $138K |
| Strengthening Families & Communities, LLC | 0.04% | Add +0.0% | 1,941 | $135K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.5% | 1,744 | $121K |
| Archer Investment Corp | 0.03% | Reduce -2.2% | 1,696 | $118K |
| Whittier Trust Co. | 0.00% | Reduce -0.2% | 1,634 | $113K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -16.4% | 1,606 | $111K |
| Balentine LLC | 0.00% | Reduce -0.1% | 1,546 | $107K |
| Delta Asset Management LLC | 0.01% | No change | 1,474 | $102K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,420 | $98K |
| Harbor Investment Advisory, LLC | 0.01% | Add +1.4% | 1,417 | $98K |
| Elevation Wealth Partners, LLC | 0.04% | Add +2.0% | 1,324 | $92K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -4.8% | 1,259 | $87K |
| Running Point Capital Advisors, LLC | 0.04% | Reduce -30.1% | 1,242 | $86K |
| Eagle Bay Advisors LLC | 0.05% | No change | 1,210 | $84K |
| WFA of San Diego, LLC | 0.07% | — | 1,196 | $83K |
| Farther Finance Advisors, LLC | 0.00% | Add +35.4% | 1,162 | $81K |
| Barrett & Company, Inc. | 0.04% | No change | 1,150 | $80K |
| CIBC Private Wealth Group LLC | 0.00% | Add +26.8% | 1,068 | $75K |
| Great Lakes Retirement, Inc. | 0.01% | New | 985 | $68K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 876 | $61K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 873 | $61K |
| Gradient Investments LLC | 0.00% | Add +74.2% | 871 | $60K |
| Clear Point Advisors Inc. | 0.05% | Reduce -59.7% | 868 | $60K |
| Provenance Wealth Advisors, LLC | 0.01% | New | 822 | $57K |
| Larson Financial Group LLC | 0.00% | Reduce -3.1% | 783 | $54K |
| Aspect Partners, LLC | 0.03% | No change | 771 | $53K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 724 | $50K |
| Ancora Advisors LLC | 0.00% | No change | 705 | $49K |
| Integrity Financial Corp | 0.03% | Reduce -27.0% | 653 | $45K |
| Webster Bank, N. A. | 0.00% | No change | 650 | $45K |
| CKW Financial Group | 0.01% | Reduce -19.1% | 649 | $45K |
| Halpern Financial, Inc. | 0.01% | No change | 600 | $42K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Reduce -11.4% | 599 | $42K |
| Colonial Trust Advisors | 0.00% | No change | 575 | $40K |
| Cedar Wealth Management, LLC | 0.01% | No change | 561 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 555 | $38K |
| Milestone Investment Advisors LLC | 0.01% | No change | 554 | $38K |
| Beacon Capital Management, LLC | 0.01% | Add +33.7% | 536 | $37K |
| Spire Wealth Management | 0.00% | Reduce -87.7% | 526 | $36K |
| Provident Wealth Management, LLC | 0.01% | Reduce -4.9% | 520 | $36K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 482 | $33K |
| CoreCap Advisors, LLC | 0.00% | No change | 472 | $33K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -52.3% | 429 | $30K |
| Fairscale Capital, LLC | 0.03% | — | 405 | $29K |
| Family Firm, Inc. | 0.01% | New | 415 | $29K |
| Westside Investment Management, Inc. | 0.01% | No change | 405 | $28K |
| Realta Investment Advisors | 0.01% | No change | 396 | $27K |
| Rain Capital Management, LLC | 0.02% | No change | 375 | $27K |
| Tsfg, LLC | 0.01% | New | 377 | $26K |
| Founders Financial Alliance, LLC | 0.01% | No change | 303 | $21K |
| Sandy Spring Bank | 0.00% | No change | 292 | $20K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +236.1% | 279 | $19K |
| Voisard Asset Management Group, Inc. | 0.01% | New | 277 | $19K |
| Howe & Rusling Inc. | 0.00% | New | 272 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +1.9% | 273 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 252 | $17K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 243 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 236 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 232 | $16K |
| Triad Wealth Partners, LLC | 0.01% | New | 231 | $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 | $14K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 201 | $14K |
| Lynx Investment Advisory | 0.01% | — | 194 | $13K |
| Continuum Advisory, LLC | 0.00% | Add +26.3% | 192 | $13K |
| Sound Income Strategies, LLC | 0.00% | Reduce -53.3% | 187 | $13K |
| Parallel Advisors, LLC | 0.00% | Reduce -53.9% | 183 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 180 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 177 | $12K |
| Hexagon Capital Partners LLC | 0.00% | No change | 176 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 176 | $12K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -92.3% | 168 | $12K |
| NorthRock Partners, LLC | 0.00% | Reduce -68.6% | 138 | $10K |
| Highline Wealth Partners LLC | 0.00% | Add +2.3% | 131 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -77.9% | 138 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 129 | $9K |
| Key Financial Inc | 0.00% | No change | 128 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +7.0% | 123 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | — | 106 | $7K |
| Avion Wealth | 0.00% | No change | 104 | $7K |
| Bangor Savings Bank | 0.00% | No change | 99 | $7K |
| Creative Capital Management Investments LLC | 0.00% | New | 90 | $6K |
| Hollencrest Capital Management | 0.00% | Add +1.2% | 87 | $6K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 75 | $5K |
| Logan Capital Management Inc. | 0.00% | Add +1.6% | 65 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | New | 64 | $4K |
| FWL Investment Management, LLC | 0.00% | New | 60 | $4K |
| Creekmur Asset Management LLC | 0.00% | Add +1.7% | 59 | $4K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 55 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 53 | $4K |
| WASHINGTON TRUST Co | 0.00% | Reduce -27.3% | 48 | $3K |
| Evermay Wealth Management LLC | 0.00% | New | 45 | $3K |
| Family Asset Management, LLC | 0.00% | No change | 44 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -63.0% | 44 | $3K |
| Creative Financial Designs Inc. | 0.00% | Add +2.4% | 43 | $3K |
| American National Bank & Trust | 0.00% | No change | 42 | $3K |
| Motco | 0.00% | No change | 39 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| National Bank of Canada | 0.00% | No change | 35 | $2K |
| GAMMA Investing LLC | 0.00% | New | 31 | $2K |
| Abound Wealth Management | 0.00% | No change | 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% | No change | 21 | $1K |
| AlphaMark Advisors, LLC | 0.00% | No change | 20 | $1K |
| American Capital Advisory, LLC | 0.00% | Reduce -90.3% | 13 | $902 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 12 | $832 |
| Princeton Global Asset Management LLC | 0.00% | No change | 11 | $763 |
| Blue Trust, Inc. | 0.00% | New | 5 | $354 |
| Pineridge Advisors LLC | 0.00% | New | 4 | $247 |
| Studio Investment Management LLC | 0.00% | Reduce -99.6% | 1 | $69 |
| First Command Advisory Services, Inc. | 0.00% | No change | 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.