iShares MSCI Eafe Min Vol FaEFAVETF
13F holders, Q1 2025 (March 31)484holders +12
56new positions
43sold out
4famous investors
$77.89avg. 13F price*
At the end of Q1 2025, 484 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings, up 12 from Q4 2024. 56 opened new positions and 43 sold out. The largest holders were FMR LLC ($713.8M), Bank of America Corp. ($333.4M) and BlackRock, Inc. ($321.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $61.6M |
| Exits | 43 | $14.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,528,302 shares bought and 21,546,066 shares sold, net −20,017,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 484 holders
| FMR LLC | 0.05% | Reduce -12.2% | 9,160,689 | $713.8M |
| Bank of America Corp. | 0.03% | Reduce -81.4% | 4,278,968 | $333.4M |
| BlackRock, Inc. | 0.01% | Add +0.4% | 4,130,950 | $321.9M |
| Morgan Stanley | 0.01% | Reduce -3.3% | 2,049,160 | $159.7M |
| Wharton Business Group, LLC | 5.94% | Add +1.2% | 1,688,681 | $131.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -8.6% | 1,560,695 | $121.6M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -3.1% | 1,230,406 | $95.9M |
| Financial Engines Advisors L.L.C. | 0.16% | Reduce -1.3% | 953,067 | $74.3M |
| LPL Financial LLC | 0.03% | Reduce -8.8% | 858,033 | $66.9M |
| Securian Asset Management, Inc. | 1.98% | No change | 834,519 | $65.0M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -8.9% | 633,280 | $49.3M |
| UBS Group AG | 0.01% | Reduce -0.6% | 599,325 | $46.7M |
| Wells Fargo & Company | 0.01% | Reduce -3.9% | 593,705 | $46.3M |
| Sei Investments Co. | 0.06% | Add +0.9% | 581,841 | $45.3M |
| Ameriprise Financial Inc. | 0.01% | Add +15.3% | 578,822 | $45.2M |
| Royal Bank of Canada | 0.01% | Add +20.9% | 461,030 | $35.9M |
| Raymond James Financial Inc. | 0.01% | Add +1.9% | 420,429 | $32.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.8% | 388,089 | $30.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.1% | 349,450 | $27.2M |
| Amundi | 0.01% | Add +5.0% | 316,200 | $24.9M |
| Burt Wealth Advisors | 5.49% | Reduce -0.9% | 281,466 | $21.9M |
| Brookstone Capital Management | 0.30% | Add +0.6% | 268,860 | $20.9M |
| US Bancorp \de | 0.03% | Add +6.3% | 260,766 | $20.3M |
| Assetmark, Inc. | 0.05% | Add +13.5% | 234,377 | $18.3M |
| Facet Wealth, Inc. | 0.46% | Add +10.2% | 215,614 | $17.9M |
| Lester Murray Antman dba SimplyRich | 4.59% | Add +0.8% | 203,486 | $15.9M |
| Armbruster Capital Management, Inc. | 3.15% | Add +2.6% | 202,647 | $15.8M |
| Cetera Investment Advisers | 0.03% | Reduce -5.7% | 186,725 | $14.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -34.7% | 184,172 | $14.4M |
| Mariner, LLC | 0.02% | Reduce -3.8% | 166,911 | $13.0M |
| Captrust Financial Advisors | 0.03% | Add +8.4% | 159,132 | $12.4M |
| Ledyard National Bank | 1.14% | Reduce -0.2% | 148,398 | $11.6M |
| Wealth Advisors of Iowa, LLC | 4.92% | New | 146,815 | $11.4M |
| MML Investors Services, LLC | 0.04% | Reduce -4.2% | 142,174 | $11.1M |
| Anderson Hoagland & Co. | 1.26% | Add +6.5% | 145,243 | $10.6M |
| Foundations Investment Advisors, LLC | 0.19% | New | 133,840 | $10.4M |
| GeoWealth Management, LLC | 0.42% | New | 133,315 | $10.4M |
| Creative Planning | 0.01% | Add +28.1% | 127,428 | $9.9M |
| ProVise Management Group, LLC | 0.83% | Add +8.6% | 124,813 | $9.7M |
| Elevation Capital Advisory, LLC | 4.23% | New | 124,515 | $9.7M |
| Avantax Advisory Services, Inc. | 0.06% | Add +12.3% | 120,497 | $9.4M |
| Geneos Wealth Management Inc. | 0.30% | Add +4.2% | 115,049 | $9.0M |
| Rehmann Capital Advisory Group | 0.56% | Reduce -6.4% | 113,377 | $8.8M |
| Choreo, LLC | 0.14% | Reduce -3.8% | 112,574 | $8.8M |
| Old Mission Capital LLC | 0.17% | Add +309.0% | 111,853 | $8.7M |
| Symmetry Partners, LLC | 1.19% | Add +1.3% | 109,746 | $8.6M |
| Magnus Financial Group LLC | 0.82% | Add +1.1% | 107,684 | $8.4M |
| Comerica Bank | 0.04% | Reduce -3.4% | 107,143 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +7.5% | 105,924 | $8.3M |
| Principal Securities, Inc. | 0.18% | Add +1.9% | 114,928 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.1% | 101,618 | $7.9M |
| Cutler Investment Counsel LLC | 0.94% | Reduce -31.1% | 100,534 | $7.8M |
| Apella Capital, LLC | 0.26% | Reduce -26.0% | 100,408 | $7.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -15.5% | 97,564 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -15.1% | 97,357 | $7.6M |
| Jones Financial Companies LLLP | 0.01% | Add +24.2% | 96,171 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.1% | 95,462 | $7.4M |
| Aspiriant, LLC | 0.23% | Reduce -32.2% | 86,685 | $6.8M |
| Well Done, LLC | 1.20% | Reduce -1.9% | 93,537 | $6.6M |
| Asset Management Group, Inc. | 1.19% | Reduce -0.2% | 82,486 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Add +2.6% | 80,359 | $6.3M |
| Yeomans Consulting Group, Inc. | 2.41% | Add +4.6% | 80,103 | $6.2M |
| Friedenthal Financial | 3.67% | Reduce -18.2% | 78,921 | $6.1M |
| Trustmark Bank Trust Department | 0.44% | Reduce -1.6% | 76,876 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +7.7% | 76,036 | $5.9M |
| Glenmede Trust Co. NA | 0.03% | Add +0.8% | 69,885 | $5.4M |
| Estate Counselors, LLC | 0.51% | Reduce -8.5% | 62,786 | $4.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -0.8% | 59,986 | $4.7M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -10.1% | 57,459 | $4.5M |
| Mission Creek Capital Partners, Inc. | 1.09% | Reduce -43.7% | 57,403 | $4.5M |
| World Investment Advisors | 0.12% | Reduce -2.1% | 57,327 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.9% | 56,682 | $4.4M |
| Bank of Montreal | 0.00% | Add +2.9% | 56,156 | $4.4M |
| Anchor Investment Management, LLC | 0.41% | Add +6.0% | 55,879 | $4.4M |
| TCV Trust & Wealth Management, Inc. | 0.40% | Add +2.8% | 55,099 | $4.3M |
| CW Advisors, LLC | 0.05% | Reduce -4.1% | 54,792 | $4.2M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -21.1% | 53,980 | $4.2M |
| Moulton Wealth Management, Inc. | 3.08% | New | 51,837 | $4.0M |
| Merit Financial Group, LLC | 0.06% | Add +17.8% | 50,677 | $3.9M |
| IMA Advisory Services, Inc. | 0.44% | Add +4.1% | 47,159 | $3.7M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.8% | 45,597 | $3.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +587.8% | 44,977 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -2.2% | 43,714 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.3% | 41,865 | $3.3M |
| AE Wealth Management LLC | 0.03% | Add +1409.6% | 41,498 | $3.2M |
| MorganRosel Wealth Management, LLC | 0.98% | Reduce -0.2% | 41,350 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +1.3% | 40,859 | $3.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -57.3% | 40,414 | $3.1M |
| Advisory Services Network, LLC | 0.06% | Add +1.7% | 39,543 | $3.1M |
| Physician Wealth Advisors, Inc. | 0.52% | Reduce -4.2% | 38,835 | $3.0M |
| Shore Point Advisors, LLC | 1.59% | Reduce -3.0% | 38,566 | $3.0M |
| Rakuten Investment Management, Inc. | 0.01% | — | 37,753 | $3.0M |
| Focus Partners Wealth | 0.01% | Add +6.9% | 37,652 | $2.9M |
| Savant Capital, LLC | 0.02% | Reduce -5.8% | 37,501 | $2.9M |
| BridgePort Financial Solutions, LLC | 1.29% | Add +8.8% | 36,718 | $2.9M |
| Samalin Investment Counsel, LLC | 1.16% | Reduce -11.7% | 36,400 | $2.8M |
| Visionary Wealth Advisors | 0.17% | Add +1.2% | 36,095 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -26.7% | 34,739 | $2.7M |
| Transamerica Financial Advisors, LLC | 0.28% | Add +0.3% | 34,722 | $2.7M |
| Woodmont Investment Counsel LLC | 0.19% | Add +5.1% | 33,403 | $2.6M |
"% 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.