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 |
| Kestra Advisory Services, LLC | 0.01% | Reduce -80.5% | 30,925 | $2.2M |
| Prism Advisors, Inc. | 0.64% | No change | 30,430 | $2.2M |
| MAI Capital Management | 0.02% | Reduce -2.2% | 28,965 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -12.6% | 28,840 | $2.0M |
| Mather Group, Llc. | 0.03% | Add +0.1% | 27,418 | $1.9M |
| Old Mission Capital LLC | 0.04% | Reduce -57.2% | 27,350 | $1.9M |
| Monterey Private Wealth, Inc. | 0.63% | Add +1.2% | 27,066 | $1.9M |
| TPG Advisors LLC | 1.48% | Reduce -0.1% | 26,879 | $1.9M |
| HBK Sorce Advisory LLC | 0.05% | Reduce -6.7% | 25,517 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Reduce -3.7% | 25,422 | $1.8M |
| IHT Wealth Management, LLC | 0.06% | Add +0.6% | 25,168 | $1.8M |
| Klingman & Associates, LLC | 0.11% | Add +0.2% | 24,903 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.15% | Reduce -0.4% | 24,791 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.7% | 24,530 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -8.3% | 23,254 | $1.7M |
| Townsquare Capital LLC | 0.02% | Reduce -0.9% | 23,099 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +132.8% | 22,782 | $1.6M |
| Berger Financial Group, Inc | 0.11% | Reduce -5.1% | 22,608 | $1.6M |
| National Bank of Canada | 0.00% | New | 22,345 | $1.6M |
| Brown Wealth Management, LLC | 0.55% | Reduce -1.1% | 21,968 | $1.6M |
| UMB Bank, n.a. | 0.02% | Reduce -0.2% | 21,630 | $1.5M |
| CVA Family Office, LLC | 0.24% | Reduce -1.7% | 21,106 | $1.5M |
| Sawgrass Asset Management LLC | 0.16% | Reduce -2.2% | 21,093 | $1.5M |
| Fortune Financial Advisors, LLC | 1.35% | Reduce -3.0% | 21,078 | $1.5M |
| CGN Advisors LLC | 0.14% | Reduce -1.1% | 21,033 | $1.5M |
| SageView Advisory Group, LLC | 0.06% | Reduce -9.9% | 20,663 | $1.5M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +1.7% | 20,612 | $1.5M |
| Independent Advisor Alliance | 0.02% | New | 20,529 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.3% | 19,380 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +63.5% | 19,279 | $1.4M |
| Archford Capital Strategies, LLC | 0.21% | Reduce -21.0% | 19,259 | $1.4M |
| Martin Worley Group | 0.84% | — | 19,047 | $1.3M |
| Foster Victor Wealth Advisors, LLC | 0.10% | Reduce -6.2% | 19,018 | $1.3M |
| Breakwater Capital Group | 0.27% | Reduce -0.0% | 19,023 | $1.3M |
| Shufro Rose & Co. LLC | 0.10% | Add +29.4% | 18,776 | $1.3M |
| Peterson Wealth Advisors, LLC | 0.24% | Reduce -20.1% | 18,631 | $1.3M |
| Aries Wealth Management | 0.35% | Reduce -6.5% | 18,150 | $1.3M |
| Bell Investment Advisors, Inc | 0.24% | Reduce -6.0% | 17,987 | $1.3M |
| Roof Eidam Maycock Peralta, LLC | 0.32% | No change | 17,759 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -43.6% | 17,566 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -11.2% | 17,671 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +5.5% | 17,397 | $1.2M |
| Bellwether Advisors, LLC | 0.22% | Reduce -0.9% | 17,013 | $1.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.55% | Reduce -19.1% | 16,687 | $1.2M |
| Foster Group, Inc. | 0.04% | Add +3.3% | 16,556 | $1.2M |
| Tacita Capital Inc | 0.83% | Reduce -0.9% | 16,404 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.6% | 16,382 | $1.2M |
| Round Rock Advisors LLC | 0.24% | Reduce -10.3% | 16,349 | $1.2M |
| Kathleen S. Wright Associates Inc. | 0.48% | Add +1.3% | 16,198 | $1.1M |
| Heck Capital Advisors, LLC | 0.13% | Reduce -3.9% | 16,197 | $1.1M |
| Investment Partners, LTD. | 0.46% | Reduce -2.2% | 15,726 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +1090.5% | 15,120 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.49% | Add +1.3% | 15,051 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.13% | Reduce -18.6% | 14,887 | $1.1M |
| Foster & Motley Inc. | 0.07% | Reduce -0.3% | 14,699 | $1.0M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -4.0% | 14,654 | $1.0M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -16.8% | 14,581 | $1.0M |
| Citizens Financial Group Inc. | 0.02% | Add +1.2% | 14,370 | $1.0M |
| Cwm, LLC | 0.00% | Add +1.5% | 14,237 | $1.0M |
| Gateway Wealth Partners, LLC | 0.25% | Add +0.4% | 13,576 | $960K |
| Valley Forge Investment Consultants Inc. Adv | 0.33% | Add +1.0% | 13,466 | $952K |
| Lido Advisors, LLC | 0.01% | Add +6.5% | 13,326 | $942K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.6% | 12,632 | $893K |
| Baker Ellis Asset Management LLC | 0.13% | Reduce -1.9% | 12,600 | $891K |
| CFS Investment Advisory Services, LLC | 0.08% | Add +1.4% | 12,127 | $858K |
| Composition Wealth, LLC | 0.02% | Reduce -31.1% | 12,029 | $851K |
| Shira Ridge Wealth Management | 0.40% | Reduce -2.5% | 11,685 | $826K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +36.0% | 11,634 | $823K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.8% | 11,501 | $813K |
| Quartz Partners, LLC | 0.49% | Reduce -5.5% | 11,464 | $811K |
| Tolleson Wealth Management, Inc. | 0.17% | No change | 11,394 | $806K |
| Nikulski Financial, Inc. | 0.23% | Reduce -21.0% | 11,213 | $793K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -28.5% | 11,054 | $782K |
| Tompkins Financial Corp. | 0.07% | No change | 10,958 | $775K |
| Hobbs Group Advisors, LLC | 0.29% | No change | 10,878 | $769K |
| Waldron Private Wealth LLC | 0.03% | Add +0.8% | 10,764 | $761K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.8% | 10,758 | $761K |
| Versant Capital Management, Inc | 0.16% | Add +1.2% | 10,629 | $752K |
| Magnolia Capital Advisors LLC | 0.19% | Add +62.2% | 10,492 | $742K |
| Vestcor Inc | 0.02% | Add +38.5% | 10,347 | $732K |
| Arcus Capital Partners, LLC | 0.23% | Add +16.8% | 10,241 | $726K |
| Corient Private Wealth LP | 0.00% | Reduce -12.7% | 10,222 | $723K |
| Fiduciary Trust Co | 0.01% | Reduce -6.8% | 10,219 | $723K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Add +0.1% | 9,927 | $702K |
| Evergreen Capital Management LLC | 0.02% | Reduce -18.6% | 9,647 | $682K |
| Wesbanco Bank Inc. | 0.02% | Reduce -9.2% | 9,502 | $672K |
| EP Wealth Advisors, LLC | 0.01% | Add +278.5% | 9,372 | $663K |
| Compound Planning, Inc. | 0.03% | Add +76.0% | 9,369 | $663K |
| Empirical Asset Management, LLC | 0.22% | Add +0.1% | 9,245 | $654K |
| Mascoma Wealth Management LLC | 0.16% | Reduce -3.7% | 9,230 | $653K |
| Stephens Inc. | 0.01% | Reduce -0.4% | 9,060 | $641K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +0.0% | 9,031 | $639K |
| Spirepoint Private Client, LLC | 0.08% | No change | 8,920 | $631K |
| 1900 Wealth Management LLC | 0.05% | Reduce -1.8% | 8,910 | $630K |
| &partners | 0.01% | Add +11.0% | 8,810 | $623K |
| Premier Path Wealth Partners, LLC | 0.09% | Reduce -0.8% | 8,774 | $620K |
| Hilltop Partners LLC | 0.21% | Add +0.1% | 8,670 | $613K |
| Diversify Advisory Services, LLC | 0.03% | Add +0.7% | 8,690 | $607K |
| Franklin Resources Inc. | 0.00% | Add +31.9% | 8,339 | $590K |
| Quantinno Capital Management LP | 0.01% | No change | 8,327 | $589K |
| Northern Trust Corp. | 0.00% | New | 8,281 | $586K |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.6% | 8,266 | $584K |
| IFG Advisory, LLC | 0.03% | New | 8,164 | $577K |
| Bogart Wealth, LLC | 0.03% | No change | 8,137 | $575K |
| Sage Mountain Advisors LLC | 0.04% | Add +38.5% | 8,109 | $573K |
| Black Diamond Financial, LLC | 0.09% | No change | 8,090 | $572K |
| Appleton Partners Inc. | 0.04% | Reduce -4.5% | 8,035 | $568K |
| Venturi Wealth Management, LLC | 0.03% | No change | 8,031 | $568K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.0% | 8,030 | $568K |
| Portland Financial Advisors Inc | 1.53% | — | 8,023 | $567K |
| RHS Financial, LLC | 0.29% | Reduce -8.6% | 7,864 | $556K |
| Blue Barn Wealth, LLC | 0.29% | Reduce -1.2% | 7,853 | $555K |
| Moneco Advisors, LLC | 0.06% | Add +5.4% | 7,810 | $552K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -10.4% | 7,791 | $551K |
| Fiduciary Financial Group, LLC | 0.12% | No change | 7,744 | $541K |
| Global Retirement Partners, LLC | 0.02% | Reduce -24.3% | 7,521 | $532K |
| Essex Financial Services, Inc. | 0.04% | Reduce -9.8% | 7,511 | $531K |
| QRG Capital Management, Inc. | 0.01% | Reduce -35.7% | 7,095 | $502K |
| Dohj, LLC | 0.12% | Reduce -0.1% | 7,069 | $500K |
| New England Private Wealth Advisors LLC | 0.08% | New | 7,064 | $499K |
| Counterweight Ventures, LLC | 0.35% | Reduce -2.0% | 7,058 | $499K |
| Acorn Wealth Advisors, LLC | 0.21% | Reduce -23.4% | 7,046 | $498K |
| Lantz Financial LLC | 0.13% | No change | 7,041 | $498K |
| Bison Wealth, LLC | 0.11% | Add +0.6% | 6,895 | $488K |
| Pacific Center for Financial Services | 0.12% | Reduce -9.7% | 6,845 | $484K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.3% | 6,653 | $470K |
| Wolff Financial Management LLC | 0.13% | Reduce -6.9% | 6,641 | $470K |
| Evanson Asset Management, LLC | 0.03% | Add +0.1% | 6,598 | $467K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -76.7% | 6,539 | $462K |
| Pallas Capital Advisors LLC | 0.02% | No change | 6,479 | $458K |
| Prospera Financial Services Inc | 0.01% | Add +0.9% | 6,380 | $451K |
| Citizens National Bank Trust Department | 0.10% | Reduce -1.6% | 6,359 | $450K |
| Bank of New York Mellon Corp | 0.00% | Reduce -69.3% | 6,286 | $444K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -47.8% | 5,997 | $442K |
| Atria Investments, Inc | 0.01% | Add +24.9% | 6,241 | $441K |
| Bessemer Group Inc. | 0.00% | New | 6,194 | $438K |
| Creekside Partners | 0.22% | Add +1.0% | 6,126 | $433K |
| Goldman Sachs Group Inc. | 0.00% | No change | 6,103 | $432K |
| Blair William & Co. | 0.00% | Reduce -3.7% | 6,098 | $431K |
| Park Avenue Securities LLC | 0.00% | Reduce -46.5% | 6,079 | $430K |
| Cherry Tree Wealth Management, LLC | 0.11% | Reduce -7.5% | 6,077 | $430K |
| Insight Wealth Strategies, LLC | 0.06% | Reduce -8.5% | 6,057 | $428K |
| Alaska Wealth Advisors, LLC | 0.07% | Reduce -9.0% | 6,038 | $427K |
| BCGM Wealth Management, LLC | 0.13% | Reduce -1.4% | 5,803 | $410K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -8.8% | 5,777 | $409K |
| Johnson Investment Counsel Inc. | 0.00% | Add +14.7% | 5,717 | $404K |
| Ewa, LLC | 0.15% | Reduce -24.5% | 5,679 | $402K |
| Pinnacle Bancorp, Inc. | 0.13% | No change | 5,665 | $401K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -6.9% | 5,603 | $396K |
| Arrowroot Family Office, LLC | 0.21% | Reduce -7.8% | 5,584 | $395K |
| Cornerstone Financial Group, LLC | 0.38% | — | 5,484 | $388K |
| Sovereign Investment Advisors, LLC | 0.11% | No change | 5,430 | $384K |
| Forum Private Client Group LLC | 0.17% | Reduce -15.2% | 5,381 | $380K |
| Cibc World Market Inc. | 0.00% | Reduce -1.9% | 5,342 | $378K |
| Keystone Financial Group | 0.04% | Reduce -2.9% | 5,309 | $375K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 5,284 | $374K |
| FAS Wealth Partners, Inc. | 0.03% | Add +1.2% | 5,262 | $372K |
| JMG Financial Group, Ltd. | 0.01% | No change | 5,231 | $370K |
| Stablepoint Partners, LLC | 0.07% | Reduce -0.1% | 5,149 | $364K |
| Goldstein Advisors, LLC | 0.05% | Add +2.2% | 5,078 | $359K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +25.4% | 4,979 | $352K |
| Blankinship & Foster, LLC | 0.09% | Add +1.2% | 4,910 | $347K |
| Tme Financial, Inc. | 0.32% | — | 4,520 | $347K |
| Traction Financial Partners, LLC | 0.27% | No change | 4,858 | $344K |
| Financial Perspectives, Inc | 0.12% | Reduce -1.1% | 4,851 | $343K |
| PFG Advisors | 0.02% | Reduce -7.9% | 4,630 | $327K |
| Focus Financial Network, Inc. | 0.01% | Reduce -2.4% | 4,618 | $327K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -2.5% | 4,609 | $326K |
| Bond & Devick Financial Network, Inc. | 0.14% | No change | 4,222 | $324K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +1.1% | 4,499 | $320K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -7.5% | 4,487 | $317K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Add +1.1% | 4,485 | $317K |
| Cowa, LLC | 0.15% | Add +0.7% | 4,481 | $317K |
| Peak Financial Management, Inc. | 0.09% | Reduce -5.7% | 4,468 | $316K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.3% | 4,456 | $315K |
| Integrated Advisors Network LLC | 0.02% | Add +0.1% | 4,449 | $315K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,440 | $314K |
| AMG National Trust Bank | 0.01% | Add +0.6% | 4,424 | $313K |
| Sage Capital Advisors,llc | 0.08% | No change | 4,413 | $312K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.8% | 4,373 | $309K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 4,358 | $308K |
| Apollon Wealth Management, LLC | 0.01% | Add +4.8% | 4,339 | $307K |
| K2 Financial Inc. | 0.30% | — | 4,364 | $305K |
| Ackerman Capital Advisors, LLC | 0.08% | No change | 4,300 | $304K |
| James J. Burns & Company, LLC | 0.05% | Add +1.2% | 4,244 | $300K |
| Bestgate Wealth Advisors, LLC | 0.60% | — | 4,234 | $299K |
| Summit Wealth Partners, LLC | 0.06% | Add +0.9% | 4,176 | $295K |
| Arax Advisory Partners | 0.02% | Reduce -1.4% | 4,095 | $290K |
| Hibernia Wealth Partners, LLC | 0.22% | Reduce -49.8% | 4,072 | $288K |
| Nabity-Jensen Investment Management Inc | 0.22% | No change | 4,053 | $287K |
| Grayhawk Investment Strategies Inc. | 0.55% | New | 4,047 | $286K |
| Verus Capital Partners, LLC | 0.03% | Reduce -28.9% | 4,023 | $284K |
| GDS Wealth Management | 0.03% | Reduce -6.7% | 4,007 | $283K |
| StoneX Group Inc. | 0.02% | Add +3.8% | 4,006 | $283K |
| Pathway Financial Advisors LLC | 0.07% | No change | 3,996 | $283K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.1% | 3,992 | $282K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 3,950 | $279K |
| National Wealth Management Group, LLC | 0.19% | Reduce -1.1% | 3,946 | $279K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -12.4% | 3,914 | $277K |
| Alteri Wealth LLC | 0.08% | — | 3,885 | $275K |
| CLG LLC | 0.10% | — | 3,857 | $273K |
| NewEdge Wealth, LLC | 0.00% | Reduce -7.6% | 3,820 | $270K |
| Ceera Investments, LLC | 0.09% | No change | 3,810 | $269K |
| Centurion Wealth Management LLC | 0.08% | No change | 3,781 | $267K |
| Brighton Jones LLC | 0.01% | Add +41.7% | 3,780 | $267K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 3,683 | $260K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -5.2% | 3,612 | $255K |
| Family Capital Trust Co | 0.09% | No change | 3,550 | $251K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | Add +4.0% | 3,517 | $249K |
| Interactive Financial Advisors, Inc. | 0.13% | Add +1.4% | 3,457 | $244K |
| First Citizens Financial Corp | 0.13% | Reduce -1.6% | 3,425 | $242K |
| Kathmere Capital Management, LLC | 0.02% | Add +11.8% | 3,408 | $241K |
| Meridian Wealth Advisors, LLC | 0.04% | No change | 3,390 | $240K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 3,334 | $236K |
| Fulton Bank, N.A. | 0.01% | New | 3,305 | $234K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -3.6% | 3,267 | $231K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -14.5% | 3,265 | $231K |
| Principal Financial Group Inc. | 0.00% | No change | 3,258 | $230K |
| Chris Bulman Inc | 0.15% | Reduce -1.5% | 3,231 | $228K |
| Bolthouse Investments, LLC | 0.21% | — | 3,220 | $228K |
| Commerce Bank | 0.00% | Reduce -39.8% | 3,217 | $227K |
| Bristlecone Advisors, LLC | 0.02% | No change | 3,215 | $227K |
| Vanguard Group Inc. | 0.00% | Add +4.6% | 3,178 | $225K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 3,120 | $221K |
| Independent Financial Group, LLC | 0.01% | Add +1.0% | 3,116 | $220K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 3,096 | $219K |
| Medallion Wealth Advisors, LLC | 0.11% | — | 3,082 | $218K |
| Ellis Investment Partners, LLC | 0.04% | Add +0.7% | 3,067 | $217K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,011 | $213K |
| ERn Financial, LLC | 0.03% | Reduce -21.4% | 3,003 | $212K |
| Independence Bank of Kentucky | 0.03% | New | 3,000 | $212K |
| Private Trust Co. NA | 0.02% | No change | 2,998 | $212K |
| First Trust Advisors LP | 0.00% | New | 2,993 | $212K |
| PKS Advisory Services, LLC | 0.05% | — | 2,990 | $211K |
| Perennial Investment Advisors, LLC | 0.02% | Add +1.8% | 2,987 | $211K |
| Planning Directions Inc. | 0.12% | Reduce -1.7% | 2,985 | $211K |
| Elevate Wealth Advisory, Inc. | 0.16% | Reduce -1.1% | 3,016 | $210K |
| Apeiron RIA LLC | 0.06% | Add +1.0% | 2,958 | $209K |
| PDS Planning, Inc | 0.02% | No change | 2,930 | $207K |
| Csenge Advisory Group | 0.01% | Add +0.6% | 2,867 | $203K |
| Richardson Financial Services Inc. | 0.14% | Reduce -14.2% | 2,767 | $195K |
| AE Wealth Management LLC | 0.00% | New | 2,749 | $194K |
| Sunbelt Securities, Inc. | 0.02% | No change | 2,562 | $181K |
| Smartleaf Asset Management LLC | 0.02% | No change | 2,455 | $173K |
| Asset Dedication, LLC | 0.01% | No change | 2,419 | $171K |
| Citigroup Inc. | 0.00% | No change | 2,393 | $169K |
| Parkside Financial Bank & Trust | 0.02% | Add +44.3% | 2,317 | $164K |
| IFP Advisors, Inc | 0.01% | Add +0.9% | 2,311 | $163K |
| Colonial Trust Co / SC | 0.02% | Reduce -1.6% | 2,281 | $161K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,280 | $161K |
| Elevation Wealth Partners, LLC | 0.07% | Add +70.8% | 2,262 | $160K |
| Gen-Wealth Partners Inc | 0.07% | No change | 2,245 | $159K |
| Paladin Advisory Group, LLC | 0.11% | No change | 2,080 | $147K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.3% | 2,045 | $145K |
| Strengthening Families & Communities, LLC | 0.08% | No change | 1,941 | $137K |
| Harbour Investments, Inc. | 0.00% | Add +1.2% | 1,879 | $133K |
| SYM FINANCIAL Corp | 0.02% | Reduce -5.9% | 1,873 | $132K |
| HM Payson & Co. | 0.00% | No change | 1,735 | $123K |
| Archer Investment Corp | 0.03% | No change | 1,677 | $119K |
| Noble Wealth Management PBC | 0.08% | — | 1,667 | $118K |
| Whittier Trust Co. | 0.00% | Reduce -10.7% | 1,634 | $116K |
| Delta Asset Management LLC | 0.01% | No change | 1,474 | $104K |
| AdvisorNet Financial, Inc | 0.01% | Add +13.0% | 1,465 | $104K |
| Transce3nd, LLC | 0.03% | — | 1,306 | $92K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +131.9% | 1,287 | $91K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 1,242 | $88K |
| Barrett & Company, Inc. | 0.04% | Add +5.4% | 1,212 | $86K |
| Eagle Bay Advisors LLC | 0.05% | No change | 1,210 | $86K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.7% | 1,209 | $85K |
| Synergy Asset Management, LLC | 0.01% | New | 1,104 | $85K |
| 2UniFi Bank | 0.06% | — | 1,167 | $83K |
| Reyes Financial Architecture, Inc. | 0.06% | — | 1,147 | $81K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -38.8% | 1,141 | $81K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.0% | 1,013 | $72K |
| Avior Wealth Management, LLC | 0.00% | Add +1.6% | 991 | $70K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -25.5% | 977 | $69K |
| Larson Financial Group LLC | 0.00% | Add +38.2% | 962 | $68K |
| WPG Advisers, LLC | 0.06% | — | 954 | $67K |
| Provident Wealth Management, LLC | 0.02% | Add +73.1% | 900 | $64K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 873 | $62K |
| Ancora Advisors LLC | 0.00% | No change | 741 | $52K |
| Webster Bank, N. A. | 0.00% | No change | 650 | $46K |
| Colonial Trust Advisors | 0.00% | Add +13.0% | 650 | $46K |
| EPG Wealth Management LLC | 0.01% | No change | 638 | $45K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 631 | $45K |
| Integrity Financial Corp | 0.03% | No change | 623 | $44K |
| CKW Financial Group | 0.00% | Reduce -23.0% | 500 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 482 | $34K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Reduce -20.9% | 474 | $34K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.7% | 413 | $29K |
| Beacon Capital Management, LLC | 0.00% | No change | 412 | $29K |
| Fairscale Capital, LLC | 0.02% | No change | 405 | $29K |
| Westside Investment Management, Inc. | 0.01% | No change | 405 | $29K |
| Spire Wealth Management | 0.00% | Reduce -0.3% | 394 | $28K |
| Aptus Capital Advisors, LLC | 0.00% | Add +7.1% | 375 | $27K |
| Bfsg, LLC | 0.00% | No change | 316 | $22K |
| Founders Financial Alliance, LLC | 0.01% | No change | 303 | $21K |
| Sandy Spring Bank | 0.00% | No change | 292 | $21K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 276 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +1.1% | 276 | $19K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 267 | $19K |
| Cedar Wealth Management, LLC | 0.01% | No change | 261 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 252 | $18K |
| Accredited Wealth Management, LLC | 0.02% | — | 250 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 236 | $17K |
| Salem Investment Counselors Inc. | 0.00% | No change | 232 | $16K |
| Continuum Advisory, LLC | 0.00% | Reduce -6.3% | 222 | $16K |
| Eastern Bank | 0.00% | New | 219 | $15K |
| Clear Investment Research, LLC | 0.02% | No change | 217 | $15K |
| Stonebridge Financial Group, LLC | 0.00% | — | 216 | $15K |
| Roxbury Financial LLC | 0.01% | — | 199 | $15K |
| PrairieView Partners, LLC | 0.00% | No change | 205 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 180 | $13K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 177 | $13K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 177 | $13K |
| 10Elms LLP | 0.02% | — | 177 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 176 | $12K |
| Hexagon Capital Partners LLC | 0.00% | No change | 176 | $12K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 168 | $12K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.3% | 166 | $12K |
| North Star Investment Management Corp. | 0.00% | New | 161 | $11K |
| Transcendent Capital Group LLC | 0.01% | No change | 150 | $11K |
| NorthRock Partners, LLC | 0.00% | No change | 138 | $10K |
| Highline Wealth Partners LLC | 0.00% | Add +1.5% | 133 | $9K |
| Millstone Evans Group, LLC | 0.01% | — | 128 | $9K |
| Key Financial Inc | 0.00% | No change | 128 | $9K |
| Sound Income Strategies, LLC | 0.00% | Reduce -36.9% | 118 | $8K |
| Fifth Third Bancorp | 0.00% | New | 115 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -29.8% | 106 | $7K |
| Avion Wealth | 0.00% | No change | 104 | $7K |
| Bangor Savings Bank | 0.00% | No change | 99 | $7K |
| Hollencrest Capital Management | 0.00% | Add +2.3% | 89 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -36.2% | 88 | $6K |
| PSI Advisors, LLC | 0.00% | New | 83 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 81 | $6K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 75 | $6K |
| BankPlus Trust Department | 0.00% | — | 69 | $5K |
| Logan Capital Management Inc. | 0.00% | Add +1.5% | 66 | $5K |
| Creekmur Asset Management LLC | 0.00% | Add +1.7% | 60 | $4K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 63 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 53 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 49 | $3K |
| Painted Porch Advisors LLC | 0.00% | No change | 48 | $3K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 46 | $3K |
| Sugar Maple Asset Management, LLC | 0.00% | New | 46 | $3K |
| Ameriflex Group, Inc. | 0.00% | — | 43 | $3K |
| Creative Financial Designs Inc. | 0.00% | Add +2.3% | 44 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 44 | $3K |
| Kestra Investment Management, LLC | 0.00% | New | 43 | $3K |
| Atwood & Palmer Inc. | 0.00% | New | 42 | $3K |
| Motco | 0.00% | No change | 39 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 35 | $2K |
| Oarsman Capital, Inc. | 0.00% | No change | 34 | $2K |
| American National Bank & Trust | 0.00% | No change | 31 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 31 | $2K |
| WR Wealth Planners, LLC | 0.00% | New | 29 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 28 | $2K |
| Abound Wealth Management | 0.00% | No change | 27 | $2K |
| IAG Wealth Partners, LLC | 0.00% | New | 23 | $2K |
| Lanark Financial, Inc. | 0.15% | — | 22 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 15 | $1K |
| AlphaMark Advisors, LLC | 0.00% | No change | 20 | $1K |
| Horizon Investments, LLC | 0.00% | No change | 13 | $919 |
| Clearstead Trust, LLC | 0.00% | No change | 12 | $849 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 12 | $849 |
| Howe & Rusling Inc. | 0.00% | New | 12 | $849 |
| Princeton Global Asset Management LLC | 0.00% | No change | 11 | $778 |
| Golden State Wealth Management, LLC | 0.00% | — | 10 | $707 |
| BNP Paribas Financial Markets | 0.00% | New | 7 | $495 |
| Legacy Investment Solutions, LLC | 0.00% | New | 6 | $440 |
| Legacy Wealth Managment, LLC | 0.00% | New | 6 | $440 |
| Studio Investment Management LLC | 0.00% | No change | 1 | $71 |
"% 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.