iShares MSCI Eafe Min Vol FaEFAVETF
13F holders, Q3 2024 (September 30)474holders +7
44new positions
38sold out
2famous investors
$76.67avg. 13F price*
At the end of Q3 2024, 474 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings, up 7 from Q2 2024. 44 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($1.7B), FMR LLC ($866.1M) and BlackRock, Inc. ($321.5M). 2 famous investors held it, including 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $28.3M |
| Exits | 38 | $19.4M |
All 13F filers, Q2 2024 → Q3 2024: 1,360,595 shares bought and 10,268,731 shares sold, net −8,908,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 474 holders
| Bank of America Corp. | 0.15% | Reduce -22.1% | 22,768,586 | $1.7B |
| FMR LLC | 0.05% | Reduce -4.9% | 11,292,061 | $866.1M |
| BlackRock, Inc. | 0.01% | — | 4,191,035 | $321.5M |
| Morgan Stanley | 0.01% | Reduce -1.9% | 2,104,416 | $161.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -3.9% | 2,023,254 | $155.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -14.8% | 1,332,252 | $102.2M |
| Wharton Business Group, LLC | 4.23% | Reduce -24.6% | 1,229,241 | $94.3M |
| Securian Asset Management, Inc. | 2.21% | Reduce -6.1% | 997,948 | $76.5M |
| LPL Financial LLC | 0.03% | Add +18.9% | 985,556 | $75.6M |
| Financial Engines Advisors L.L.C. | 0.15% | Reduce -1.5% | 958,297 | $73.5M |
| Mercer Global Advisors Inc. | 0.16% | Reduce -11.4% | 911,485 | $69.8M |
| Jane Street Group, LLC | 0.11% | Add +100.9% | 867,994 | $66.6M |
| Wells Fargo & Company | 0.01% | Reduce -6.3% | 628,416 | $48.2M |
| Sei Investments Co. | 0.06% | Reduce -30.6% | 606,229 | $46.5M |
| UBS Group AG | 0.01% | Add +4.5% | 596,507 | $45.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -17.1% | 522,616 | $40.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -3.1% | 469,759 | $36.0M |
| Royal Bank of Canada | 0.01% | Reduce -8.9% | 377,603 | $29.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -17.2% | 376,348 | $28.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.9% | 339,229 | $26.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -4.0% | 308,106 | $23.6M |
| Amundi | 0.01% | Add +10.7% | 309,700 | $23.4M |
| Burt Wealth Advisors | 5.41% | Add +0.6% | 286,825 | $22.0M |
| Brookstone Capital Management | 0.32% | Reduce -0.4% | 286,573 | $22.0M |
| Cetera Investment Advisers | 0.05% | Reduce -1.5% | 282,783 | $21.7M |
| US Bancorp \de | 0.03% | Reduce -0.3% | 254,504 | $19.5M |
| Assetmark, Inc. | 0.04% | Reduce -2.7% | 205,077 | $15.7M |
| Lester Murray Antman dba SimplyRich | 4.20% | Add +0.7% | 196,340 | $15.1M |
| Armbruster Capital Management, Inc. | 2.96% | Reduce -5.5% | 194,011 | $14.9M |
| Cutler Investment Counsel LLC | 1.76% | Reduce -30.8% | 182,187 | $14.0M |
| Mariner, LLC | 0.02% | Reduce -0.9% | 176,789 | $13.6M |
| Facet Wealth, Inc. | 0.37% | Add +10.8% | 175,019 | $12.9M |
| MML Investors Services, LLC | 0.05% | Add +12.7% | 166,033 | $12.7M |
| Apella Capital, LLC | 0.50% | Add +1.6% | 161,643 | $12.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +2.8% | 158,784 | $12.2M |
| Captrust Financial Advisors | 0.04% | Reduce -1.4% | 154,076 | $11.8M |
| Ledyard National Bank | 0.98% | Add +3.8% | 139,930 | $10.7M |
| VAUGHAN & Co SECURITIES, INC. | 6.13% | Add +0.4% | 135,670 | $10.4M |
| Anderson Hoagland & Co. | 1.05% | Reduce -0.3% | 135,889 | $10.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -3.9% | 133,457 | $10.2M |
| Aspiriant, LLC | 0.38% | Reduce -1.3% | 131,390 | $10.1M |
| Rehmann Capital Advisory Group | 0.61% | Reduce -0.8% | 121,811 | $9.3M |
| ProVise Management Group, LLC | 0.73% | Add +5.1% | 120,795 | $9.3M |
| Choreo, LLC | 0.13% | Reduce -3.4% | 119,699 | $9.2M |
| Principal Securities, Inc. | 0.22% | Reduce -9.1% | 119,248 | $9.1M |
| Rakuten Investment Management, Inc. | 0.05% | Reduce -2.8% | 114,605 | $8.8M |
| Raymond James & Associates | 0.01% | Reduce -5.1% | 114,834 | $8.8M |
| Yeomans Consulting Group, Inc. | 3.23% | Add +47.2% | 112,517 | $8.6M |
| Geneos Wealth Management Inc. | 0.32% | Add +1.6% | 110,227 | $8.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -10.8% | 108,400 | $8.3M |
| Avantax Advisory Services, Inc. | 0.05% | Add +3.1% | 106,814 | $8.2M |
| Susquehanna International Group, LLP | 0.01% | Add +155.8% | 106,638 | $8.2M |
| Comerica Bank | 0.03% | Reduce -1.7% | 106,128 | $8.1M |
| Magnus Financial Group LLC | 0.83% | Reduce -1.7% | 105,604 | $8.1M |
| Mission Creek Capital Partners, Inc. | 1.86% | Reduce -6.0% | 104,433 | $8.0M |
| Ocean Park Asset Management, LLC | 0.35% | New | 103,814 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 102,285 | $7.8M |
| Asset Management Group, Inc. | 1.11% | Reduce -1.0% | 102,025 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.4% | 101,717 | $7.8M |
| McNaughton Wealth Management, LLC | 3.78% | Add +3.2% | 101,348 | $7.8M |
| D.A. Davidson & Co. | 0.06% | Reduce -2.1% | 100,109 | $7.7M |
| Creative Planning | 0.01% | Add +0.7% | 99,186 | $7.6M |
| Friedenthal Financial | 4.35% | Add +4.0% | 96,861 | $7.4M |
| Well Done, LLC | 1.34% | Reduce -2.8% | 95,333 | $7.3M |
| Truist Financial Corp. | 0.01% | Add +0.3% | 87,657 | $6.7M |
| Trustmark Bank Trust Department | 0.47% | Reduce -2.5% | 81,309 | $6.2M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -11.5% | 68,495 | $5.3M |
| Estate Counselors, LLC | 0.54% | Add +0.2% | 67,934 | $5.2M |
| Bank of Montreal | 0.00% | Reduce -12.7% | 67,260 | $5.2M |
| Stifel Financial Corp. | 0.01% | Add +28.9% | 66,861 | $5.1M |
| Glenmede Trust Co. NA | 0.02% | Reduce -3.1% | 66,701 | $5.1M |
| Equitable Holdings, Inc. | 0.05% | Reduce -3.2% | 66,687 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.8% | 66,475 | $5.1M |
| Rwa Wealth Partners, LLC | 0.06% | New | 66,057 | $5.1M |
| NewEdge Advisors, LLC | 0.03% | Add +10.1% | 65,073 | $5.0M |
| Symmetry Partners, LLC | 1.17% | Reduce -75.9% | 64,303 | $4.9M |
| Old Mission Capital LLC | 0.11% | Add +15.5% | 63,857 | $4.9M |
| Savant Capital, LLC | 0.04% | Add +436.9% | 60,847 | $4.7M |
| CW Advisors, LLC | 0.06% | Reduce -3.3% | 58,571 | $4.5M |
| Citadel Advisors | 0.00% | Reduce -5.1% | 58,131 | $4.5M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -2.1% | 54,259 | $4.2M |
| TCV Trust & Wealth Management, Inc. | 0.37% | Add +4.0% | 54,108 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +3.7% | 51,489 | $3.9M |
| Anchor Investment Management, LLC | 0.36% | Reduce -2.8% | 50,083 | $3.8M |
| Merit Financial Group, LLC | 0.08% | Reduce -6.2% | 48,055 | $3.7M |
| Prudential Financial Inc. | 0.01% | Add +12.6% | 47,444 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.9% | 46,828 | $3.6M |
| IMA Advisory Services, Inc. | 0.76% | Reduce -1.1% | 45,412 | $3.5M |
| Physician Wealth Advisors, Inc. | 0.62% | Reduce -10.1% | 45,686 | $3.5M |
| Samalin Investment Counsel, LLC | 1.49% | Reduce -3.8% | 44,517 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -6.0% | 43,720 | $3.4M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -1.4% | 43,447 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -12.6% | 40,089 | $3.1M |
| MorganRosel Wealth Management, LLC | 1.01% | Add +2.4% | 39,939 | $3.1M |
| Shore Point Advisors, LLC | 1.60% | Reduce -1.1% | 38,847 | $3.0M |
| Clark Capital Management Group, Inc. | 0.02% | New | 38,294 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +276.7% | 35,692 | $2.7M |
| Visionary Wealth Advisors | 0.17% | Reduce -12.3% | 35,559 | $2.7M |
| Renaissance Technologies | 0.00% | New | 33,300 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -50.1% | 32,993 | $2.5M |
"% 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.