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 |
| Capital Analysts, LLC | 0.10% | Reduce -12.6% | 32,930 | $2.5M |
| Woodmont Investment Counsel LLC | 0.19% | Add +4.5% | 32,606 | $2.5M |
| Allworth Financial LP | 0.01% | Reduce -33.8% | 31,136 | $2.4M |
| Brickley Wealth Management | 0.48% | Add +0.2% | 30,868 | $2.4M |
| Advisory Services Network, LLC | 0.05% | No change | 33,685 | $2.3M |
| Prism Advisors, Inc. | 0.67% | Reduce -0.8% | 30,430 | $2.3M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -7.0% | 31,032 | $2.3M |
| Transamerica Financial Advisors, LLC | 0.22% | Add +71.9% | 29,643 | $2.3M |
| MAI Capital Management | 0.02% | Reduce -7.3% | 29,605 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | New | 28,093 | $2.2M |
| Mather Group, Llc. | 0.03% | Add +0.8% | 27,391 | $2.1M |
| HBK Sorce Advisory LLC | 0.06% | Add +0.1% | 27,353 | $2.1M |
| TPG Advisors LLC | 1.61% | Reduce -0.0% | 26,895 | $2.1M |
| Monterey Private Wealth, Inc. | 0.70% | Reduce 0.0% | 26,737 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Reduce -41.9% | 26,400 | $2.0M |
| IHT Wealth Management, LLC | 0.05% | Add +0.1% | 25,025 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +0.4% | 24,897 | $1.9M |
| Klingman & Associates, LLC | 0.12% | Reduce -1.4% | 24,861 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.0% | 24,362 | $1.9M |
| Archford Capital Strategies, LLC | 0.28% | Reduce -11.9% | 24,373 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +17.6% | 25,364 | $1.8M |
| Berger Financial Group, Inc | 0.13% | Reduce -4.2% | 23,817 | $1.8M |
| Peterson Wealth Advisors, LLC | 0.34% | Add +2.0% | 23,332 | $1.8M |
| Townsquare Capital LLC | 0.02% | Reduce -1.7% | 23,318 | $1.8M |
| SageView Advisory Group, LLC | 0.09% | Reduce -1.1% | 22,925 | $1.8M |
| Brown Wealth Management, LLC | 0.61% | Reduce -3.0% | 22,214 | $1.7M |
| Lanark Financial, Inc. | 0.14% | Add +7.3% | 21,946 | $1.7M |
| Fortune Financial Advisors, LLC | 1.51% | Reduce -1.6% | 21,738 | $1.7M |
| UMB Bank, n.a. | 0.03% | Reduce -0.7% | 21,674 | $1.7M |
| Sawgrass Asset Management LLC | 0.17% | No change | 21,575 | $1.7M |
| CVA Family Office, LLC | 0.27% | Reduce -6.8% | 21,480 | $1.6M |
| CGN Advisors LLC | 0.16% | Add +2.6% | 21,260 | $1.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.77% | Reduce -21.7% | 20,626 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -91.1% | 20,487 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -13.4% | 20,272 | $1.6M |
| Foster Victor Wealth Advisors, LLC | 0.12% | Reduce -12.1% | 20,273 | $1.5M |
| HB Wealth Management, LLC | 0.02% | Reduce -4.3% | 19,889 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.6% | 19,432 | $1.5M |
| Aries Wealth Management | 0.41% | Reduce -2.4% | 19,414 | $1.5M |
| Bell Investment Advisors, Inc | 0.27% | Reduce -0.4% | 19,142 | $1.5M |
| Breakwater Capital Group | 0.29% | Add +2.5% | 19,030 | $1.5M |
| Capital Advisors, Ltd. LLC | 0.17% | Reduce -7.8% | 18,280 | $1.4M |
| Round Rock Advisors LLC | 0.33% | Reduce -6.0% | 18,228 | $1.4M |
| Roof Eidam Maycock Peralta, LLC | 0.35% | Reduce -6.2% | 17,759 | $1.4M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -9.9% | 17,521 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -6.7% | 17,469 | $1.3M |
| Bellwether Advisors, LLC | 0.25% | Reduce -0.5% | 17,175 | $1.3M |
| Heck Capital Advisors, LLC | 0.15% | Reduce -5.4% | 16,855 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -3.1% | 16,820 | $1.3M |
| Tacita Capital Inc | 0.83% | Reduce -1.1% | 16,550 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +5.6% | 16,489 | $1.3M |
| Investment Partners, LTD. | 0.51% | No change | 16,087 | $1.2M |
| Foster Group, Inc. | 0.05% | Add +1.4% | 16,027 | $1.2M |
| Kathleen S. Wright Associates Inc. | 0.51% | Add +0.8% | 15,991 | $1.2M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -47.6% | 15,454 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -8.6% | 15,259 | $1.2M |
| PCA Investment Advisory Services Inc. | 0.54% | Reduce -1.1% | 14,862 | $1.1M |
| Foster & Motley Inc. | 0.07% | Reduce -3.0% | 14,736 | $1.1M |
| Nikulski Financial, Inc. | 0.33% | Reduce -20.4% | 14,197 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Reduce -2.5% | 14,196 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -10.7% | 14,028 | $1.1M |
| D. Scott Neal, Inc. | 0.55% | New | 13,678 | $1.0M |
| Gateway Wealth Partners, LLC | 0.29% | Reduce -71.3% | 13,523 | $1.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.36% | Add +1.3% | 13,336 | $1.0M |
| Shufro Rose & Co. LLC | 0.08% | No change | 14,505 | $1.0M |
| Baker Ellis Asset Management LLC | 0.14% | Reduce -16.8% | 12,850 | $986K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -11.6% | 12,561 | $965K |
| Lido Advisors, LLC | 0.01% | Add +0.8% | 12,511 | $960K |
| Raymond James Trust N.A. | 0.02% | Add +8.6% | 12,442 | $954K |
| Quartz Partners, LLC | 0.58% | — | 12,129 | $930K |
| Shira Ridge Wealth Management | 0.47% | Reduce -3.8% | 11,986 | $919K |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -3.0% | 11,964 | $918K |
| Evergreen Capital Management LLC | 0.03% | Reduce -1.6% | 11,847 | $909K |
| Janney Montgomery Scott LLC | 0.00% | Add +16.4% | 11,789 | $904K |
| Corient Private Wealth LP | 0.00% | Add +11.7% | 11,705 | $898K |
| Sowell Financial Services LLC | 0.04% | New | 11,541 | $885K |
| Thrivent Financial for Lutherans | 0.00% | Add +49.2% | 11,491 | $881K |
| Tolleson Wealth Management, Inc. | 0.17% | Reduce -0.3% | 11,394 | $874K |
| Park Avenue Securities LLC | 0.01% | Add +140.6% | 11,372 | $872K |
| QRG Capital Management, Inc. | 0.01% | Add +68.3% | 11,031 | $846K |
| Fiduciary Trust Co | 0.01% | Reduce -14.1% | 10,969 | $841K |
| Tompkins Financial Corp. | 0.08% | No change | 10,958 | $840K |
| Hobbs Group Advisors, LLC | 0.30% | Add +0.7% | 10,878 | $834K |
| Waldron Private Wealth LLC | 0.03% | Reduce -3.7% | 10,674 | $819K |
| Versant Capital Management, Inc | 0.18% | No change | 10,500 | $805K |
| Wesbanco Bank Inc. | 0.03% | Reduce -4.3% | 10,465 | $803K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +25.0% | 10,380 | $796K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.9% | 10,468 | $795K |
| Sweeney & Michel, LLC | 0.31% | No change | 10,245 | $779K |
| Global Retirement Partners, LLC | 0.02% | Reduce -14.9% | 9,936 | $762K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Reduce -6.3% | 9,913 | $760K |
| Cerity Partners LLC | 0.00% | Reduce -2.5% | 9,788 | $751K |
| Mascoma Wealth Management LLC | 0.18% | Reduce -19.1% | 9,584 | $735K |
| Empirical Asset Management, LLC | 0.25% | No change | 9,237 | $708K |
| Acorn Wealth Advisors, LLC | 0.30% | Reduce -4.1% | 9,201 | $706K |
| Focus Partners Wealth | 0.00% | Reduce -52.6% | 9,111 | $699K |
| Stephens Inc. | 0.01% | No change | 9,095 | $698K |
| 1900 Wealth Management LLC | 0.06% | Reduce -1.7% | 9,073 | $696K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -1.7% | 9,028 | $692K |
| Spirepoint Private Client, LLC | 0.09% | No change | 8,920 | $684K |
| Premier Path Wealth Partners, LLC | 0.11% | Reduce -3.1% | 8,849 | $679K |
| Arcus Capital Partners, LLC | 0.24% | No change | 8,770 | $673K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +6.7% | 8,691 | $667K |
| Hilltop Partners LLC | 0.22% | No change | 8,666 | $665K |
| RHS Financial, LLC | 0.33% | Add +1.0% | 8,601 | $660K |
| Clearstead Advisors, LLC | 0.01% | Reduce -79.7% | 8,573 | $658K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +0.6% | 8,555 | $657K |
| Appleton Partners Inc. | 0.05% | Reduce -11.9% | 8,415 | $645K |
| Diversify Advisory Services, LLC | 0.03% | Add +3.8% | 8,629 | $645K |
| Quantinno Capital Management LP | 0.01% | No change | 8,327 | $639K |
| Nottingham Advisors, Inc. | 0.07% | No change | 8,140 | $624K |
| Bogart Wealth, LLC | 0.03% | Add +0.6% | 8,137 | $624K |
| Essex Financial Services, Inc. | 0.04% | Add +1.9% | 8,326 | $622K |
| Hibernia Wealth Partners, LLC | 0.22% | Reduce -2.7% | 8,112 | $622K |
| Black Diamond Financial, LLC | 0.11% | No change | 8,090 | $621K |
| Venturi Wealth Management, LLC | 0.03% | No change | 8,031 | $616K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.9% | 8,029 | $616K |
| Blue Barn Wealth, LLC | 0.31% | Add +0.1% | 7,949 | $610K |
| &partners | 0.01% | Add +15.8% | 7,940 | $609K |
| Fiduciary Financial Group, LLC | 0.13% | Add +4.0% | 7,744 | $585K |
| Pacific Center for Financial Services | 0.15% | Reduce -11.8% | 7,583 | $582K |
| Vestcor Inc | 0.02% | Reduce -88.9% | 7,472 | $573K |
| Moneco Advisors, LLC | 0.07% | Reduce -3.7% | 7,408 | $568K |
| Counterweight Ventures, LLC | 0.39% | Reduce -4.0% | 7,203 | $552K |
| Wolff Financial Management LLC | 0.15% | Reduce -15.9% | 7,134 | $547K |
| Ewa, LLC | 0.19% | Reduce -8.8% | 7,520 | $543K |
| Lantz Financial LLC | 0.15% | Reduce -10.4% | 7,041 | $540K |
| Dohj, LLC | 0.13% | Reduce -11.5% | 7,076 | $538K |
| Bison Wealth, LLC | 0.08% | Reduce -12.5% | 6,853 | $526K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -16.2% | 6,671 | $512K |
| Alaska Wealth Advisors, LLC | 0.08% | Reduce -25.9% | 6,636 | $509K |
| Insight Wealth Strategies, LLC | 0.07% | Add +4.3% | 6,621 | $508K |
| Evanson Asset Management, LLC | 0.04% | Add +0.9% | 6,594 | $506K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 6,573 | $504K |
| Magnolia Capital Advisors LLC | 0.25% | Reduce -2.6% | 6,470 | $496K |
| Citizens National Bank Trust Department | 0.10% | Reduce -5.0% | 6,464 | $496K |
| Squarepoint Ops LLC | 0.00% | New | 6,425 | $493K |
| Forum Private Client Group LLC | 0.22% | Reduce -13.5% | 6,345 | $487K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -11.9% | 6,331 | $486K |
| Blair William & Co. | 0.00% | Add +46.6% | 6,330 | $486K |
| Prospera Financial Services Inc | 0.01% | Reduce -16.8% | 6,322 | $485K |
| Pallas Capital Advisors LLC | 0.02% | No change | 6,479 | $483K |
| Franklin Resources Inc. | 0.00% | Reduce -9.2% | 6,323 | $480K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -91.0% | 6,103 | $468K |
| Creekside Partners | 0.24% | No change | 6,064 | $465K |
| Arrowroot Family Office, LLC | 0.27% | Reduce -59.1% | 6,054 | $464K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.9% | 6,017 | $461K |
| BCGM Wealth Management, LLC | 0.15% | Reduce -0.8% | 5,887 | $452K |
| Sage Mountain Advisors LLC | 0.04% | No change | 5,854 | $449K |
| Pinnacle Bancorp, Inc. | 0.12% | No change | 5,665 | $435K |
| Verus Capital Partners, LLC | 0.04% | Reduce -36.6% | 5,660 | $434K |
| Keystone Financial Group | 0.05% | New | 5,467 | $419K |
| Summit Global Investments | 0.03% | Add +18.3% | 5,462 | $419K |
| Cibc World Market Inc. | 0.00% | Reduce -1.7% | 5,447 | $418K |
| Sovereign Investment Advisors, LLC | 0.14% | No change | 5,430 | $417K |
| Commerce Bank | 0.00% | Reduce -0.1% | 5,342 | $410K |
| Compound Planning, Inc. | 0.03% | Add +3.2% | 5,322 | $408K |
| JMG Financial Group, Ltd. | 0.01% | No change | 5,231 | $401K |
| FAS Wealth Partners, Inc. | 0.03% | No change | 5,198 | $399K |
| Stablepoint Partners, LLC | 0.07% | No change | 5,156 | $395K |
| Ashton Thomas Securities, LLC | 0.08% | Add +17.7% | 5,135 | $394K |
| GTS Securities LLC | 0.01% | New | 5,045 | $387K |
| PFG Advisors | 0.02% | Reduce -1.5% | 5,026 | $385K |
| Atria Investments, Inc | 0.00% | Reduce -2.5% | 4,996 | $383K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.1% | 4,985 | $382K |
| Goldstein Advisors, LLC | 0.06% | Add +12.3% | 4,967 | $381K |
| Financial Perspectives, Inc | 0.13% | Reduce -5.4% | 4,906 | $376K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -2.3% | 4,864 | $373K |
| Ascent Group, LLC | 0.03% | Reduce -2.9% | 4,864 | $373K |
| Traction Financial Partners, LLC | 0.29% | No change | 4,858 | $373K |
| Blankinship & Foster, LLC | 0.09% | No change | 4,850 | $372K |
| Vantage Financial Partners, LLC | 0.09% | Reduce -31.6% | 4,849 | $372K |
| Cresset Asset Management, LLC | 0.00% | Reduce -12.3% | 4,813 | $369K |
| Two Sigma Securities, LLC | 0.03% | New | 4,811 | $369K |
| Peak Financial Management, Inc. | 0.11% | No change | 4,737 | $363K |
| Focus Financial Network, Inc. | 0.01% | No change | 4,731 | $363K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -14.1% | 4,727 | $363K |
| Etfidea, LLC | 0.11% | No change | 4,585 | $352K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +0.9% | 4,469 | $343K |
| Cowa, LLC | 0.16% | Add +4.8% | 4,451 | $341K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -2.6% | 4,449 | $341K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 4,444 | $341K |
| Integrated Advisors Network LLC | 0.02% | Add +0.8% | 4,443 | $341K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 4,440 | $341K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Reduce -0.0% | 4,434 | $340K |
| Sage Capital Advisors,llc | 0.09% | No change | 4,413 | $338K |
| AMG National Trust Bank | 0.01% | No change | 4,396 | $337K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -1.7% | 4,358 | $334K |
| Ackerman Capital Advisors, LLC | 0.09% | No change | 4,300 | $330K |
| GDS Wealth Management | 0.03% | Reduce -4.8% | 4,294 | $329K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -11.8% | 4,253 | $326K |
| Bond & Devick Financial Network, Inc. | 0.14% | No change | 4,222 | $324K |
| James J. Burns & Company, LLC | 0.06% | Add +4.7% | 4,195 | $322K |
| Arax Advisory Partners | 0.03% | Reduce -10.7% | 4,153 | $319K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -11.4% | 4,140 | $318K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -3.5% | 4,138 | $317K |
| NewEdge Wealth, LLC | 0.01% | Reduce -7.8% | 4,134 | $317K |
| Nabity-Jensen Investment Management Inc | 0.24% | No change | 4,053 | $311K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +8.3% | 4,001 | $307K |
| Pathway Financial Advisors LLC | 0.08% | No change | 3,996 | $306K |
| National Wealth Management Group, LLC | 0.21% | Reduce -15.6% | 3,990 | $306K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -20.2% | 3,969 | $304K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 3,950 | $303K |
| Warner Financial, Inc. | 0.13% | No change | 3,894 | $299K |
| World Investment Advisors | 0.01% | New | 3,873 | $297K |
| StoneX Group Inc. | 0.02% | Reduce -15.4% | 3,861 | $296K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 3,819 | $293K |
| ERn Financial, LLC | 0.04% | Reduce -25.1% | 3,818 | $293K |
| Ceera Investments, LLC | 0.11% | No change | 3,810 | $292K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -2.0% | 3,809 | $292K |
| Centurion Wealth Management LLC | 0.09% | — | 3,781 | $290K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 3,683 | $282K |
| Colonial River Investments, LLC | 0.14% | Reduce -4.6% | 3,577 | $274K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -3.5% | 3,577 | $274K |
| Wealth Advisors of Iowa, LLC | 0.14% | New | 3,550 | $272K |
| Family Capital Trust Co | 0.09% | No change | 3,550 | $272K |
| First Citizens Financial Corp | 0.14% | Reduce -3.5% | 3,479 | $267K |
| Interactive Financial Advisors, Inc. | 0.13% | Reduce -9.0% | 3,409 | $261K |
| Meridian Wealth Advisors, LLC | 0.04% | No change | 3,390 | $260K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -39.8% | 3,390 | $260K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | No change | 3,381 | $259K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +9.0% | 3,373 | $259K |
| Chris Bulman Inc | 0.17% | Reduce -3.6% | 3,281 | $252K |
| Principal Financial Group Inc. | 0.00% | No change | 3,258 | $250K |
| Bristlecone Advisors, LLC | 0.02% | No change | 3,215 | $247K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 3,120 | $239K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -9.7% | 3,106 | $238K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -15.1% | 3,085 | $237K |
| Independent Financial Group, LLC | 0.01% | Reduce -13.2% | 3,084 | $237K |
| Elevate Wealth Advisory, Inc. | 0.17% | Reduce -3.9% | 3,051 | $234K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -15.7% | 3,048 | $234K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -5.9% | 3,046 | $234K |
| Planning Directions Inc. | 0.14% | Reduce -10.0% | 3,037 | $233K |
| Vanguard Group Inc. | 0.00% | Reduce -1.6% | 3,037 | $233K |
| Brophy Wealth Management, LLC | 0.08% | — | 3,015 | $231K |
| Private Trust Co. NA | 0.02% | Reduce -11.7% | 2,998 | $230K |
| First Trust Direct Indexing L.P. | 0.01% | Reduce -0.1% | 2,993 | $230K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -49.8% | 2,935 | $225K |
| Richardson Financial Services Inc. | 0.14% | Add +5.5% | 3,226 | $225K |
| Apeiron RIA LLC | 0.06% | New | 2,930 | $225K |
| PDS Planning, Inc | 0.02% | No change | 2,930 | $225K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 2,926 | $224K |
| Sage Advisory Services, Ltd.Co. | 0.06% | No change | 3,223 | $224K |
| Csenge Advisory Group | 0.01% | New | 2,851 | $216K |
| Sigma Planning Corp | 0.01% | New | 2,811 | $216K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | New | 2,767 | $212K |
| Westwood Holdings Group Inc. | 0.00% | New | 2,755 | $211K |
| Veery Capital, LLC | 0.08% | New | 2,748 | $211K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | New | 2,689 | $206K |
| Brighton Jones LLC | 0.01% | New | 2,668 | $205K |
| Sovereign Financial Group, Inc. | 0.05% | New | 2,630 | $202K |
| Blue Zone Wealth Advisors, LLC | 0.06% | New | 2,618 | $201K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,562 | $197K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -9.0% | 2,476 | $190K |
| Smartleaf Asset Management LLC | 0.02% | No change | 2,455 | $189K |
| Asset Dedication, LLC | 0.01% | No change | 2,419 | $186K |
| Citigroup Inc. | 0.00% | No change | 2,393 | $184K |
| Colonial Trust Co / SC | 0.03% | Reduce -1.3% | 2,318 | $178K |
| IFP Advisors, Inc | 0.01% | No change | 2,290 | $176K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,280 | $175K |
| Gen-Wealth Partners Inc | 0.07% | No change | 2,245 | $166K |
| Paladin Advisory Group, LLC | 0.12% | No change | 2,080 | $160K |
| Centaurus Financial, Inc. | 0.01% | Reduce -11.9% | 2,052 | $157K |
| SYM FINANCIAL Corp | 0.02% | No change | 1,991 | $153K |
| Strengthening Families & Communities, LLC | 0.04% | No change | 1,941 | $149K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +157.6% | 1,865 | $143K |
| Harbour Investments, Inc. | 0.00% | Add +6.4% | 1,856 | $142K |
| Whittier Trust Co. | 0.00% | Add +11.9% | 1,829 | $140K |
| HM Payson & Co. | 0.00% | New | 1,735 | $133K |
| Archer Investment Corp | 0.03% | Reduce -1.1% | 1,677 | $129K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,606 | $123K |
| Delta Asset Management LLC | 0.01% | No change | 1,474 | $113K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.3% | 1,401 | $107K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 1,324 | $102K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -7.5% | 1,311 | $101K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.9% | 1,296 | $99K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.3% | 1,270 | $97K |
| Running Point Capital Advisors, LLC | 0.04% | No change | 1,242 | $95K |
| Eagle Bay Advisors LLC | 0.04% | No change | 1,210 | $93K |
| WFA of San Diego, LLC | 0.08% | Add +0.1% | 1,197 | $92K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.0% | 1,164 | $89K |
| Barrett & Company, Inc. | 0.04% | No change | 1,150 | $88K |
| Bokf, NA | 0.00% | New | 996 | $75K |
| Avior Wealth Management, LLC | 0.00% | New | 975 | $75K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 876 | $67K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 873 | $67K |
| Clear Point Advisors Inc. | 0.05% | No change | 868 | $67K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 822 | $63K |
| Ancora Advisors LLC | 0.00% | Add +5.1% | 741 | $57K |
| Larson Financial Group LLC | 0.00% | Reduce -11.1% | 696 | $53K |
| Trust Co. of Vermont | 0.00% | New | 675 | $52K |
| CKW Financial Group | 0.01% | No change | 649 | $50K |
| Webster Bank, N. A. | 0.01% | No change | 650 | $50K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 638 | $49K |
| Laurel Wealth Advisors LLC | 0.01% | Add +159.7% | 631 | $48K |
| Integrity Financial Corp | 0.03% | Reduce -4.6% | 623 | $48K |
| Northwest Financial Advisors | 0.04% | New | 600 | $46K |
| Townsend Asset Management Corp. /NC/ | 0.02% | No change | 599 | $46K |
| Colonial Trust Advisors | 0.00% | No change | 575 | $44K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 555 | $43K |
| Western Pacific Wealth Management, LP | 0.03% | New | 550 | $42K |
| Provident Wealth Management, LLC | 0.01% | No change | 520 | $40K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 482 | $37K |
| CoreCap Advisors, LLC | 0.00% | Reduce -9.1% | 429 | $33K |
| Beacon Capital Management, LLC | 0.00% | Reduce -23.1% | 412 | $32K |
| Fairscale Capital, LLC | 0.03% | No change | 405 | $31K |
| Westside Investment Management, Inc. | 0.01% | No change | 405 | $31K |
| Halpern Financial, Inc. | 0.01% | Reduce -33.3% | 400 | $30K |
| Spire Wealth Management | 0.00% | Reduce -24.9% | 395 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -18.4% | 350 | $27K |
| CENTRAL TRUST Co | 0.00% | New | 338 | $26K |
| Bfsg, LLC | 0.00% | New | 316 | $24K |
| Founders Financial Alliance, LLC | 0.01% | No change | 303 | $23K |
| Sandy Spring Bank | 0.00% | No change | 292 | $22K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 277 | $21K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -4.3% | 267 | $20K |
| Cedar Wealth Management, LLC | 0.01% | Reduce -53.5% | 261 | $20K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 273 | $20K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 252 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +95.1% | 240 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 236 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 232 | $18K |
| Continuum Advisory, LLC | 0.00% | Add +23.4% | 237 | $17K |
| Clear Investment Research, LLC | 0.02% | No change | 217 | $17K |
| PrairieView Partners, LLC | 0.00% | No change | 205 | $15K |
| Sound Income Strategies, LLC | 0.00% | No change | 187 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 183 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 180 | $14K |
| Future Financial Wealth Managment LLC | 0.01% | New | 177 | $14K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 177 | $14K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 176 | $13K |
| Hexagon Capital Partners LLC | 0.00% | No change | 176 | $13K |
| St. Johns Investment Management Company, LLC | 0.01% | New | 169 | $13K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 168 | $13K |
| Coppell Advisory Solutions LLC | 0.00% | Add +42.5% | 151 | $12K |
| Transcendent Capital Group LLC | 0.01% | New | 150 | $12K |
| NorthRock Partners, LLC | 0.00% | No change | 138 | $11K |
| Highline Wealth Partners LLC | 0.00% | No change | 131 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 138 | $10K |
| Key Financial Inc | 0.00% | No change | 128 | $10K |
| Bangor Savings Bank | 0.00% | No change | 99 | $8K |
| Avion Wealth | 0.00% | No change | 104 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 87 | $7K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 75 | $5K |
| Logan Capital Management Inc. | 0.00% | No change | 65 | $5K |
| Realta Investment Advisors | 0.00% | Reduce -84.1% | 63 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 59 | $5K |
| Alpine Bank Wealth Management | 0.00% | — | 55 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 53 | $4K |
| Darwin Wealth Management, LLC | 0.00% | New | 49 | $4K |
| Painted Porch Advisors LLC | 0.00% | New | 48 | $4K |
| WASHINGTON TRUST Co | 0.00% | No change | 48 | $4K |
| Family Asset Management, LLC | 0.00% | No change | 44 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 44 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 43 | $3K |
| Motco | 0.00% | No change | 39 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 35 | $3K |
| Oarsman Capital, Inc. | 0.00% | New | 34 | $3K |
| American National Bank & Trust | 0.00% | Reduce -26.2% | 31 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 31 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 28 | $2K |
| Abound Wealth Management | 0.00% | No change | 27 | $2K |
| AlphaMark Advisors, LLC | 0.00% | No change | 20 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 15 | $1K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 14 | $1K |
| American Capital Advisory, LLC | 0.00% | No change | 13 | $998 |
| Horizon Investments, LLC | 0.00% | Reduce -100.0% | 13 | $997 |
| Sachetta, LLC | 0.00% | New | 12 | $921 |
| Clearstead Trust, LLC | 0.00% | Reduce -20.0% | 12 | $921 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 12 | $920 |
| Princeton Global Asset Management LLC | 0.00% | No change | 11 | $844 |
| Farmers & Merchants Investments Inc. | 0.00% | New | 7 | $537 |
| Blue Trust, Inc. | 0.00% | No change | 5 | $347 |
| Studio Investment Management LLC | 0.00% | No change | 1 | $77 |
"% 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.