iShares MSCI Eafe Min Vol FaEFAVETF
13F holders, Q4 2024 (December 31)472holders −2
27new positions
49sold out
1famous investor
$70.73avg. 13F price*
At the end of Q4 2024, 472 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings, down 2 from Q3 2024. 27 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($1.6B), FMR LLC ($737.7M) and BlackRock, Inc. ($290.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $10.2M |
| Exits | 49 | $101.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,282,204 shares bought and 4,057,258 shares sold, net −2,775,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 472 holders
| Bank of America Corp. | 0.15% | Add +0.9% | 22,974,021 | $1.6B |
| FMR LLC | 0.04% | Reduce -7.6% | 10,432,603 | $737.7M |
| BlackRock, Inc. | 0.01% | Reduce -1.8% | 4,114,125 | $290.9M |
| Morgan Stanley | 0.01% | Add +0.7% | 2,119,454 | $149.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -15.7% | 1,706,530 | $120.7M |
| Wharton Business Group, LLC | 5.32% | Add +35.7% | 1,668,037 | $117.9M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -4.7% | 1,269,636 | $89.8M |
| Financial Engines Advisors L.L.C. | 0.14% | Add +0.7% | 965,385 | $68.3M |
| LPL Financial LLC | 0.03% | Reduce -4.5% | 940,924 | $66.5M |
| Securian Asset Management, Inc. | 1.72% | Reduce -16.4% | 834,519 | $59.0M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -23.7% | 695,149 | $49.2M |
| Wells Fargo & Company | 0.01% | Reduce -1.7% | 617,513 | $43.7M |
| UBS Group AG | 0.01% | Add +1.0% | 602,682 | $42.6M |
| Sei Investments Co. | 0.05% | Reduce -4.9% | 576,666 | $40.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.0% | 501,799 | $35.5M |
| Raymond James Financial Inc. | 0.01% | — | 412,617 | $29.2M |
| Alliancebernstein L.P. | 0.01% | Add +9.5% | 412,083 | $29.1M |
| Royal Bank of Canada | 0.01% | Add +1.0% | 381,426 | $27.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.0% | 335,707 | $23.7M |
| Amundi | 0.01% | Reduce -2.8% | 301,100 | $21.3M |
| Burt Wealth Advisors | 5.10% | Reduce -1.0% | 283,996 | $20.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -39.9% | 282,158 | $20.0M |
| Brookstone Capital Management | 0.28% | Reduce -6.7% | 267,279 | $18.9M |
| US Bancorp \de | 0.02% | Reduce -3.6% | 245,367 | $17.3M |
| Assetmark, Inc. | 0.04% | Add +0.7% | 206,572 | $14.6M |
| Facet Wealth, Inc. | 0.38% | Add +11.8% | 195,680 | $14.3M |
| Lester Murray Antman dba SimplyRich | 4.08% | Add +2.9% | 201,949 | $14.3M |
| Cetera Investment Advisers | 0.03% | Reduce -30.0% | 197,917 | $14.0M |
| Armbruster Capital Management, Inc. | 2.84% | Add +1.8% | 197,520 | $14.0M |
| Mariner, LLC | 0.02% | Reduce -1.9% | 173,441 | $12.3M |
| Ledyard National Bank | 0.99% | Add +6.2% | 148,633 | $10.5M |
| MML Investors Services, LLC | 0.04% | Reduce -10.6% | 148,428 | $10.5M |
| Captrust Financial Advisors | 0.03% | Reduce -4.8% | 146,756 | $10.4M |
| Cutler Investment Counsel LLC | 1.28% | Reduce -20.0% | 145,829 | $10.3M |
| VAUGHAN & Co SECURITIES, INC. | 5.94% | Add +2.6% | 139,229 | $9.8M |
| Anderson Hoagland & Co. | 0.99% | Add +0.3% | 136,334 | $9.7M |
| Apella Capital, LLC | 0.37% | Reduce -16.1% | 135,649 | $9.6M |
| Aspiriant, LLC | 0.33% | Reduce -2.6% | 127,921 | $9.0M |
| Rehmann Capital Advisory Group | 0.54% | Reduce -0.5% | 121,163 | $8.6M |
| Choreo, LLC | 0.12% | Reduce -2.2% | 117,042 | $8.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -13.5% | 115,444 | $8.2M |
| ProVise Management Group, LLC | 0.70% | Reduce -4.8% | 114,962 | $8.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.8% | 114,716 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Add +10.5% | 113,001 | $8.0M |
| Principal Securities, Inc. | 0.18% | Reduce -5.4% | 112,794 | $8.0M |
| Comerica Bank | 0.03% | Add +4.5% | 110,870 | $7.8M |
| Geneos Wealth Management Inc. | 0.27% | Add +0.2% | 110,446 | $7.8M |
| Symmetry Partners, LLC | 1.09% | Add +68.5% | 108,326 | $7.7M |
| Avantax Advisory Services, Inc. | 0.05% | Add +0.4% | 107,280 | $7.6M |
| Magnus Financial Group LLC | 0.73% | Add +0.8% | 106,458 | $7.5M |
| Well Done, LLC | 1.34% | No change | 95,333 | $7.3M |
| McNaughton Wealth Management, LLC | 3.49% | Add +1.0% | 102,354 | $7.2M |
| Mission Creek Capital Partners, Inc. | 1.57% | Reduce -2.3% | 102,027 | $7.2M |
| Creative Planning | 0.01% | Add +0.3% | 99,518 | $7.0M |
| Truist Financial Corp. | 0.01% | Add +12.5% | 98,576 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.2% | 97,477 | $6.9M |
| Friedenthal Financial | 3.99% | Reduce -0.4% | 96,506 | $6.8M |
| D.A. Davidson & Co. | 0.05% | Reduce -5.4% | 94,745 | $6.7M |
| Asset Management Group, Inc. | 1.04% | Reduce -19.0% | 82,682 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Add +52.1% | 78,307 | $5.5M |
| Trustmark Bank Trust Department | 0.41% | Reduce -3.9% | 78,159 | $5.5M |
| Jones Financial Companies LLLP | 0.01% | Add +116.9% | 77,432 | $5.5M |
| Yeomans Consulting Group, Inc. | 2.03% | Reduce -31.9% | 76,586 | $5.4M |
| Stifel Financial Corp. | 0.01% | Add +5.6% | 70,614 | $5.0M |
| Glenmede Trust Co. NA | 0.03% | Add +4.0% | 69,366 | $4.9M |
| Estate Counselors, LLC | 0.52% | Add +1.0% | 68,609 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -0.2% | 68,369 | $4.8M |
| Equitable Holdings, Inc. | 0.04% | Reduce -1.7% | 65,533 | $4.6M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -3.2% | 63,929 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.4% | 61,574 | $4.4M |
| NewEdge Advisors, LLC | 0.03% | Reduce -7.1% | 60,477 | $4.3M |
| World Investment Advisors | 0.11% | Add +1411.3% | 58,531 | $4.1M |
| CW Advisors, LLC | 0.06% | Reduce -2.5% | 57,122 | $4.0M |
| Bank of Montreal | 0.00% | Reduce -18.9% | 54,570 | $3.9M |
| TCV Trust & Wealth Management, Inc. | 0.35% | Reduce -0.9% | 53,622 | $3.8M |
| Anchor Investment Management, LLC | 0.35% | Add +5.3% | 52,716 | $3.7M |
| Kingsview Wealth Management, LLC | 0.07% | New | 48,352 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +1305.7% | 47,413 | $3.4M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -0.8% | 46,434 | $3.3M |
| IMA Advisory Services, Inc. | 0.39% | Reduce -0.2% | 45,316 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.9% | 44,692 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -23.8% | 44,327 | $3.1M |
| Merit Financial Group, LLC | 0.05% | Reduce -10.5% | 43,023 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.9% | 42,869 | $3.0M |
| MorganRosel Wealth Management, LLC | 0.96% | Add +3.7% | 41,420 | $2.9M |
| Samalin Investment Counsel, LLC | 1.25% | Reduce -7.4% | 41,205 | $2.9M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -24.8% | 40,809 | $2.9M |
| Physician Wealth Advisors, Inc. | 0.48% | Reduce -11.3% | 40,533 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -7.7% | 40,353 | $2.9M |
| Savant Capital, LLC | 0.02% | Reduce -34.6% | 39,802 | $2.8M |
| Shore Point Advisors, LLC | 1.51% | Add +2.4% | 39,770 | $2.8M |
| Advisory Services Network, LLC | 0.05% | Add +15.4% | 38,886 | $2.7M |
| BridgePort Financial Solutions, LLC | 1.15% | — | 33,750 | $2.5M |
| Visionary Wealth Advisors | 0.15% | Add +0.3% | 35,673 | $2.5M |
| Focus Partners Wealth | 0.01% | Add +286.5% | 35,211 | $2.5M |
| Transamerica Financial Advisors, LLC | 0.24% | Add +16.8% | 34,628 | $2.4M |
| Capital Analysts, LLC | 0.09% | Reduce -2.1% | 32,235 | $2.3M |
| Woodmont Investment Counsel LLC | 0.17% | Reduce -2.5% | 31,773 | $2.2M |
| Brickley Wealth Management | 0.45% | Add +0.9% | 31,148 | $2.2M |
| Level Four Advisory Services, LLC | 0.09% | No change | 31,032 | $2.2M |
"% 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.