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 |
| Capital Analysts, LLC | 0.09% | Add +0.2% | 32,301 | $2.5M |
| VAUGHAN & Co SECURITIES, INC. | 1.53% | Reduce -77.3% | 31,618 | $2.5M |
| Brickley Wealth Management | 0.50% | Add +0.1% | 31,185 | $2.4M |
| Prism Advisors, Inc. | 0.73% | No change | 30,430 | $2.4M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -2.1% | 30,390 | $2.4M |
| MAI Capital Management | 0.02% | Reduce -0.5% | 28,811 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Add +6.5% | 27,070 | $2.2M |
| Mather Group, Llc. | 0.02% | Reduce -1.2% | 27,100 | $2.1M |
| Monterey Private Wealth, Inc. | 0.62% | No change | 27,066 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +328.5% | 26,936 | $2.1M |
| UMB Bank, n.a. | 0.03% | Add +21.5% | 26,284 | $2.0M |
| IHT Wealth Management, LLC | 0.06% | Add +3.5% | 26,047 | $2.0M |
| Martin Worley Group | 1.15% | Add +36.3% | 25,960 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -10.3% | 25,858 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +344.1% | 25,656 | $2.0M |
| Lanark Financial, Inc. | 0.17% | — | 25,597 | $2.0M |
| Klingman & Associates, LLC | 0.12% | Reduce -2.3% | 24,321 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -3.6% | 23,888 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -23.6% | 23,619 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -64.6% | 23,173 | $1.8M |
| Townsquare Capital LLC | 0.02% | Reduce -0.1% | 23,067 | $1.8M |
| TPG Advisors LLC | 1.35% | Reduce -18.1% | 22,022 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -3.5% | 21,985 | $1.7M |
| Berger Financial Group, Inc | 0.12% | Reduce -4.0% | 21,693 | $1.7M |
| McNaughton Wealth Management, LLC | 0.81% | Reduce -79.0% | 21,444 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +218.3% | 21,180 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -9.2% | 21,107 | $1.6M |
| CVA Family Office, LLC | 0.25% | Reduce -0.5% | 21,006 | $1.6M |
| Brown Wealth Management, LLC | 0.56% | Reduce -5.2% | 20,832 | $1.6M |
| HBK Sorce Advisory LLC | 0.05% | Reduce -18.4% | 20,830 | $1.6M |
| Fortune Financial Advisors, LLC | 1.37% | Reduce -3.3% | 20,385 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -1.1% | 20,375 | $1.6M |
| Belpointe Asset Management LLC | 0.08% | New | 20,269 | $1.6M |
| CGN Advisors LLC | 0.15% | Reduce -4.8% | 20,013 | $1.6M |
| Lloyd Advisory Services, LLC. | 0.78% | New | 20,008 | $1.6M |
| SageView Advisory Group, LLC | 0.07% | Reduce -3.4% | 19,954 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -18.7% | 19,941 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +18.9% | 19,487 | $1.5M |
| Breakwater Capital Group | 0.27% | Add +1.7% | 19,348 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.4% | 19,108 | $1.5M |
| Sawgrass Asset Management LLC | 0.18% | Reduce -10.8% | 18,814 | $1.5M |
| Aries Wealth Management | 0.40% | Add +3.3% | 18,740 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.5% | 18,601 | $1.4M |
| Archford Capital Strategies, LLC | 0.21% | Reduce -3.7% | 18,543 | $1.4M |
| Cwm, LLC | 0.01% | Add +30.0% | 18,514 | $1.4M |
| Shufro Rose & Co. LLC | 0.11% | Reduce -1.5% | 18,493 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -54.8% | 18,445 | $1.4M |
| Foster Victor Wealth Advisors, LLC | 0.11% | Reduce -3.8% | 18,296 | $1.4M |
| Bell Investment Advisors, Inc | 0.26% | Reduce -0.7% | 17,862 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.6% | 17,571 | $1.4M |
| Round Rock Advisors LLC | 0.25% | Add +6.2% | 17,364 | $1.4M |
| Peterson Wealth Advisors, LLC | 0.26% | Reduce -0.9% | 18,470 | $1.3M |
| Roof Eidam Maycock Peralta, LLC | 0.36% | Reduce -2.8% | 17,269 | $1.3M |
| Bellwether Advisors, LLC | 0.28% | Add +0.4% | 17,075 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -8.6% | 16,064 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -63.4% | 16,235 | $1.3M |
| Renaissance Technologies | 0.00% | New | 16,200 | $1.3M |
| Tacita Capital Inc | 0.91% | Reduce -1.6% | 16,144 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -7.2% | 16,141 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +255.2% | 16,370 | $1.3M |
| Kathleen S. Wright Associates Inc. | 0.52% | Reduce -1.2% | 15,998 | $1.2M |
| Foster Group, Inc. | 0.05% | Reduce -5.8% | 15,590 | $1.2M |
| Arkadios Wealth Advisors | 0.05% | New | 15,461 | $1.2M |
| PCA Investment Advisory Services Inc. | 0.62% | Reduce -0.2% | 15,023 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Reduce -0.1% | 14,353 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +53.1% | 14,342 | $1.1M |
| AQR Capital Management | 0.00% | New | 14,288 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.14% | Reduce -6.5% | 13,926 | $1.1M |
| Waldron Private Wealth LLC | 0.05% | Add +28.6% | 13,845 | $1.1M |
| Valley Forge Investment Consultants Inc. Adv | 0.38% | Add +1.9% | 13,726 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +2.8% | 13,702 | $1.1M |
| Foster & Motley Inc. | 0.07% | Reduce -7.8% | 13,558 | $1.1M |
| Gateway Wealth Partners, LLC | 0.24% | Reduce -0.7% | 13,476 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +116.3% | 13,149 | $1.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +2.0% | 12,887 | $1.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.45% | Reduce -23.3% | 12,801 | $1.0M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -13.8% | 12,626 | $984K |
| Susquehanna International Group, LLP | 0.00% | New | 12,558 | $979K |
| Baker Ellis Asset Management LLC | 0.14% | Reduce -2.4% | 12,300 | $958K |
| Callan Family Office, LLC | 0.07% | New | 12,070 | $940K |
| Magnolia Capital Advisors LLC | 0.25% | Add +13.1% | 11,868 | $925K |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -2.4% | 11,838 | $922K |
| Shira Ridge Wealth Management | 0.45% | Add +0.0% | 11,690 | $911K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.0% | 11,075 | $863K |
| Tompkins Financial Corp. | 0.08% | No change | 10,958 | $854K |
| Investment Partners, LTD. | 0.35% | Reduce -30.6% | 10,916 | $851K |
| Clark Asset Management, LLC | 0.14% | New | 10,799 | $841K |
| Versant Capital Management, Inc | 0.14% | No change | 10,629 | $828K |
| Moneco Advisors, LLC | 0.08% | Add +34.7% | 10,523 | $820K |
| Quantinno Capital Management LP | 0.01% | Add +23.0% | 10,244 | $798K |
| Fiduciary Trust Co | 0.01% | No change | 10,219 | $796K |
| Corient Private Wealth LP | 0.00% | Reduce -0.2% | 10,204 | $795K |
| Mosaic Family Wealth Partners, LLC | 0.11% | No change | 9,927 | $774K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -34.5% | 9,909 | $773K |
| SKY-Mountain Capital Management, Inc. | 0.64% | — | 9,665 | $753K |
| Evergreen Capital Management LLC | 0.03% | No change | 9,647 | $752K |
| Thrivent Financial for Lutherans | 0.00% | Add +62.5% | 9,745 | $734K |
| Wesbanco Bank Inc. | 0.03% | Reduce -1.4% | 9,368 | $730K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 9,296 | $724K |
| Empirical Asset Management, LLC | 0.25% | No change | 9,245 | $720K |
| Mascoma Wealth Management LLC | 0.18% | No change | 9,230 | $719K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -19.9% | 9,210 | $718K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +1.7% | 9,186 | $716K |
| Stephens Inc. | 0.01% | No change | 9,060 | $706K |
| &partners | 0.01% | Add +2.8% | 9,057 | $701K |
| Spirepoint Private Client, LLC | 0.09% | No change | 8,920 | $695K |
| Arcus Capital Partners, LLC | 0.28% | Reduce -13.5% | 8,863 | $691K |
| Sweeney & Michel, LLC | 0.30% | — | 9,330 | $683K |
| Hilltop Partners LLC | 0.23% | No change | 8,670 | $676K |
| B.O.S.S. Retirement Advisors, LLC | 0.20% | New | 8,631 | $673K |
| Premier Path Wealth Partners, LLC | 0.10% | Reduce -1.7% | 8,627 | $672K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -5.8% | 8,183 | $671K |
| Tolleson Wealth Management, Inc. | 0.13% | Reduce -25.0% | 8,545 | $666K |
| Franklin Resources Inc. | 0.00% | No change | 8,339 | $650K |
| Clearstead Advisors, LLC | 0.01% | No change | 8,266 | $644K |
| 1900 Wealth Management LLC | 0.05% | Reduce -7.8% | 8,216 | $640K |
| Bogart Wealth, LLC | 0.03% | No change | 8,137 | $634K |
| Sage Mountain Advisors LLC | 0.05% | No change | 8,109 | $632K |
| Black Diamond Financial, LLC | 0.09% | No change | 8,090 | $630K |
| IFG Advisory, LLC | 0.03% | Reduce -1.2% | 8,068 | $629K |
| Venturi Wealth Management, LLC | 0.03% | No change | 8,031 | $626K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.1% | 8,023 | $625K |
| Portland Financial Advisors Inc | 1.60% | No change | 8,023 | $625K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.3% | 7,766 | $605K |
| Fiduciary Financial Group, LLC | 0.13% | No change | 7,744 | $590K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -48.7% | 7,486 | $583K |
| Composition Wealth, LLC | 0.01% | Reduce -38.4% | 7,413 | $578K |
| Essex Financial Services, Inc. | 0.04% | Reduce -2.0% | 7,360 | $573K |
| Dohj, LLC | 0.13% | Add +0.6% | 7,113 | $554K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -35.9% | 7,088 | $552K |
| Counterweight Ventures, LLC | 0.39% | No change | 7,058 | $550K |
| Lantz Financial LLC | 0.15% | No change | 7,041 | $549K |
| HRT Financial LP | 0.00% | New | 6,998 | $545K |
| Prospera Financial Services Inc | 0.01% | Add +8.6% | 6,927 | $540K |
| Pacific Center for Financial Services | 0.14% | Reduce -0.1% | 6,839 | $533K |
| Appleton Partners Inc. | 0.04% | Reduce -16.3% | 6,725 | $524K |
| QTR Family Wealth, LLC | 0.39% | — | 6,662 | $519K |
| Pallas Capital Advisors LLC | 0.02% | Add +1.2% | 6,559 | $511K |
| Wolff Financial Management LLC | 0.14% | Reduce -3.1% | 6,435 | $501K |
| RHS Financial, LLC | 0.27% | Reduce -20.3% | 6,267 | $488K |
| Blue Barn Wealth, LLC | 0.25% | Reduce -20.6% | 6,233 | $486K |
| Citizens National Bank Trust Department | 0.10% | Reduce -2.4% | 6,209 | $484K |
| Acorn Wealth Advisors, LLC | 0.20% | Reduce -12.8% | 6,146 | $479K |
| Creekside Partners | 0.25% | No change | 6,126 | $477K |
| Blair William & Co. | 0.00% | Add +0.4% | 6,125 | $477K |
| Goldman Sachs Group Inc. | 0.00% | No change | 6,103 | $476K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 6,077 | $474K |
| Atria Investments, Inc | 0.01% | Reduce -2.8% | 6,067 | $473K |
| Vestcor Inc | 0.02% | Reduce -42.8% | 5,921 | $461K |
| Cornerstone Financial Group, LLC | 0.40% | No change | 5,484 | $446K |
| Insight Wealth Strategies, LLC | 0.06% | Reduce -6.0% | 5,695 | $444K |
| Pinnacle Bancorp, Inc. | 0.14% | No change | 5,665 | $441K |
| VestGen Advisors, LLC | 0.02% | — | 5,395 | $420K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -54.2% | 5,332 | $416K |
| Keystone Financial Group | 0.04% | Reduce -0.4% | 5,286 | $412K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.2% | 5,271 | $411K |
| Goldstein Advisors, LLC | 0.06% | Add +3.4% | 5,251 | $409K |
| Cibc World Market Inc. | 0.00% | Reduce -1.9% | 5,239 | $408K |
| JMG Financial Group, Ltd. | 0.01% | No change | 5,231 | $408K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +5.1% | 5,231 | $408K |
| Ewa, LLC | 0.15% | Reduce -9.0% | 5,169 | $403K |
| Forum Private Client Group LLC | 0.17% | Reduce -4.3% | 5,148 | $401K |
| Caliber Wealth Management, LLC / KS | 0.05% | — | 5,115 | $399K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -10.9% | 5,096 | $397K |
| Stablepoint Partners, LLC | 0.07% | Reduce -2.2% | 5,036 | $392K |
| Sovereign Investment Advisors, LLC | 0.13% | No change | 5,430 | $385K |
| Blankinship & Foster, LLC | 0.10% | No change | 4,910 | $383K |
| Financial Perspectives, Inc | 0.13% | No change | 4,851 | $378K |
| K2 Financial Inc. | 0.37% | Add +7.3% | 4,684 | $376K |
| PFG Advisors | 0.02% | Add +0.9% | 4,672 | $364K |
| Cowa, LLC | 0.15% | Add +3.4% | 4,631 | $361K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.8% | 4,579 | $357K |
| Peak Financial Management, Inc. | 0.10% | No change | 4,468 | $348K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Reduce -0.8% | 4,447 | $347K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,440 | $346K |
| AMG National Trust Bank | 0.01% | No change | 4,424 | $345K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -0.9% | 4,415 | $344K |
| Sage Capital Advisors,llc | 0.09% | No change | 4,413 | $344K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.9% | 4,407 | $343K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 4,358 | $340K |
| Bessemer Group Inc. | 0.00% | Reduce -30.3% | 4,319 | $337K |
| Ackerman Capital Advisors, LLC | 0.09% | No change | 4,300 | $335K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.7% | 4,254 | $331K |
| James J. Burns & Company, LLC | 0.06% | Reduce -0.1% | 4,239 | $330K |
| Traction Financial Partners, LLC | 0.26% | Reduce -12.8% | 4,235 | $330K |
| Bestgate Wealth Advisors, LLC | 0.68% | No change | 4,234 | $330K |
| Tme Financial, Inc. | 0.28% | Reduce -7.0% | 4,206 | $328K |
| NewEdge Wealth, LLC | 0.01% | Add +6.4% | 4,063 | $317K |
| Nabity-Jensen Investment Management Inc | 0.25% | No change | 4,053 | $316K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -3.1% | 4,048 | $315K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +2.5% | 4,013 | $313K |
| Hibernia Wealth Partners, LLC | 0.22% | Reduce -1.7% | 4,002 | $312K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.3% | 3,979 | $310K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 3,950 | $308K |
| Brighton Jones LLC | 0.01% | Add +2.9% | 3,891 | $303K |
| Two Sigma Securities, LLC | 0.05% | New | 3,886 | $303K |
| GDS Wealth Management | 0.03% | Reduce -4.2% | 3,839 | $299K |
| Ceera Investments, LLC | 0.10% | No change | 3,810 | $297K |
| Pathway Financial Advisors LLC | 0.05% | Reduce -5.4% | 3,779 | $294K |
| Csenge Advisory Group | 0.02% | Add +26.5% | 3,626 | $290K |
| Grayhawk Investment Strategies Inc. | 0.66% | Reduce -8.3% | 3,712 | $289K |
| SteelPeak Wealth, LLC | 0.01% | Add +0.8% | 3,639 | $284K |
| Arax Advisory Partners | 0.02% | Reduce -12.4% | 3,587 | $279K |
| BCGM Wealth Management, LLC | 0.09% | Reduce -38.3% | 3,583 | $279K |
| Family Capital Trust Co | 0.10% | No change | 3,550 | $277K |
| Kathmere Capital Management, LLC | 0.02% | Add +4.0% | 3,545 | $276K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,535 | $275K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | No change | 3,517 | $274K |
| Interactive Financial Advisors, Inc. | 0.14% | Add +0.9% | 3,489 | $272K |
| QRG Capital Management, Inc. | 0.00% | Reduce -51.0% | 3,479 | $271K |
| Diversified Enterprises, LLC | 0.02% | New | 3,471 | $270K |
| Centurion Wealth Management LLC | 0.08% | No change | 3,781 | $267K |
| Meridian Wealth Advisors, LLC | 0.04% | No change | 3,390 | $264K |
| Bond & Devick Financial Network, Inc. | 0.10% | Reduce -20.0% | 3,378 | $263K |
| High Net Worth Advisory Group LLC | 0.07% | Reduce -8.7% | 3,361 | $262K |
| Fisher Asset Management | 0.00% | New | 3,312 | $258K |
| Fulton Bank, N.A. | 0.01% | No change | 3,305 | $258K |
| National Wealth Management Group, LLC | 0.17% | Reduce -16.3% | 3,303 | $257K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.2% | 3,259 | $254K |
| Principal Financial Group Inc. | 0.00% | No change | 3,258 | $254K |
| Richardson Financial Services Inc. | 0.19% | Add +17.5% | 3,250 | $253K |
| Sowell Financial Services LLC | 0.01% | New | 3,248 | $253K |
| Bolthouse Investments, LLC | 0.26% | No change | 3,220 | $251K |
| Vanguard Group Inc. | 0.00% | Add +1.3% | 3,218 | $251K |
| Bristlecone Advisors, LLC | 0.02% | No change | 3,215 | $251K |
| Commerce Bank | 0.00% | Reduce -0.8% | 3,193 | $249K |
| StoneX Group Inc. | 0.01% | Reduce -20.6% | 3,179 | $248K |
| First Citizens Financial Corp | 0.14% | Reduce -8.2% | 3,143 | $245K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 3,120 | $243K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +35.8% | 3,097 | $241K |
| Medallion Wealth Advisors, LLC | 0.11% | No change | 3,082 | $240K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -0.7% | 3,076 | $240K |
| Ellis Investment Partners, LLC | 0.05% | No change | 3,067 | $239K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.8% | 3,060 | $238K |
| Apeiron RIA LLC | 0.07% | Add +2.8% | 3,040 | $237K |
| Elevate Wealth Advisory, Inc. | 0.17% | No change | 3,016 | $235K |
| Baker Avenue Asset Management, LP | 0.01% | New | 3,007 | $234K |
| Independence Bank of Kentucky | 0.04% | No change | 3,000 | $234K |
| Private Trust Co. NA | 0.02% | No change | 2,998 | $234K |
| PDS Planning, Inc | 0.02% | No change | 2,930 | $228K |
| Alteri Wealth LLC | 0.10% | Reduce -25.5% | 2,894 | $226K |
| OneAscent Financial Services LLC | 0.01% | New | 2,816 | $220K |
| Claro Advisors Inc. | 0.03% | New | 2,789 | $217K |
| Straight Path Wealth Management | 0.09% | New | 2,788 | $217K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -7.6% | 2,781 | $217K |
| Planning Directions Inc. | 0.09% | Reduce -7.5% | 2,761 | $215K |
| Veery Capital, LLC | 0.08% | New | 2,745 | $214K |
| Warner Financial, Inc. | 0.09% | New | 2,737 | $213K |
| Mission Wealth Management, LP | 0.01% | New | 2,731 | $213K |
| Blue Zone Wealth Advisors, LLC | 0.06% | New | 2,725 | $212K |
| Westwood Holdings Group Inc. | 0.00% | New | 2,724 | $212K |
| Synovus Financial Corp. | 0.00% | New | 2,718 | $212K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -37.8% | 2,699 | $210K |
| ERn Financial, LLC | 0.03% | Reduce -10.9% | 2,677 | $209K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -11.2% | 2,653 | $207K |
| Sovereign Financial Group, Inc. | 0.05% | New | 2,630 | $205K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | New | 2,615 | $204K |
| Western Wealth Management, LLC | 0.01% | New | 2,602 | $203K |
| Summit X, LLC | 0.04% | New | 3,004 | $203K |
| Summit Financial, LLC | 0.01% | New | 2,591 | $202K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.2% | 2,567 | $200K |
| Smartleaf Asset Management LLC | 0.02% | No change | 2,455 | $192K |
| Asset Dedication, LLC | 0.02% | No change | 2,419 | $188K |
| Citigroup Inc. | 0.00% | No change | 2,393 | $186K |
| SYM FINANCIAL Corp | 0.02% | Add +23.1% | 2,306 | $180K |
| IFP Advisors, Inc | 0.01% | Reduce -2.3% | 2,259 | $176K |
| Gen-Wealth Partners Inc | 0.07% | No change | 2,245 | $175K |
| Strengthening Families & Communities, LLC | 0.09% | No change | 1,941 | $151K |
| Colonial Trust Co / SC | 0.02% | Reduce -15.4% | 1,929 | $150K |
| Centaurus Financial, Inc. | 0.01% | Reduce -6.8% | 1,905 | $148K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.4% | 1,797 | $140K |
| HM Payson & Co. | 0.00% | No change | 1,735 | $135K |
| Heck Capital Advisors, LLC | 0.01% | Reduce -89.4% | 1,715 | $134K |
| AdvisorNet Financial, Inc | 0.01% | Add +16.2% | 1,702 | $133K |
| Archer Investment Corp | 0.03% | No change | 1,677 | $131K |
| Whittier Trust Co. | 0.00% | No change | 1,634 | $127K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -30.7% | 1,606 | $125K |
| Elevation Wealth Partners, LLC | 0.05% | Reduce -29.7% | 1,591 | $124K |
| Noble Wealth Management PBC | 0.08% | Reduce -6.5% | 1,559 | $121K |
| Transce3nd, LLC | 0.05% | Add +15.5% | 1,509 | $118K |
| Delta Asset Management LLC | 0.01% | No change | 1,474 | $115K |
| Paladin Advisory Group, LLC | 0.08% | Reduce -40.9% | 1,229 | $96K |
| Barrett & Company, Inc. | 0.04% | No change | 1,212 | $94K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.1% | 1,183 | $92K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,287 | $91K |
| SouthState Bank Corp | 0.00% | New | 1,159 | $90K |
| Reyes Financial Architecture, Inc. | 0.07% | No change | 1,147 | $89K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 977 | $76K |
| Larson Financial Group LLC | 0.00% | No change | 962 | $75K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.9% | 1,022 | $75K |
| Provident Wealth Management, LLC | 0.02% | Reduce -2.8% | 875 | $68K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 873 | $68K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +241.1% | 805 | $63K |
| Running Point Capital Advisors, LLC | 0.02% | Reduce -36.8% | 785 | $61K |
| Coldstream Capital Management Inc. | 0.00% | New | 743 | $58K |
| Ancora Advisors LLC | 0.00% | Reduce -0.1% | 740 | $58K |
| Webster Bank, N. A. | 0.01% | No change | 650 | $51K |
| Colonial Trust Advisors | 0.00% | No change | 650 | $51K |
| EPG Wealth Management LLC | 0.01% | No change | 638 | $50K |
| WPG Advisers, LLC | 0.05% | Reduce -34.6% | 624 | $49K |
| Integrity Financial Corp | 0.03% | No change | 623 | $49K |
| Sandy Spring Bank | 0.00% | Add +98.6% | 580 | $45K |
| CoreCap Advisors, LLC | 0.00% | Add +35.8% | 561 | $44K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +109.7% | 560 | $44K |
| CKW Financial Group | 0.00% | No change | 500 | $39K |
| Pineridge Advisors LLC | 0.01% | New | 492 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 482 | $38K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 474 | $37K |
| Brown Brothers Harriman & Co. | 0.00% | Add +70.2% | 429 | $33K |
| Beacon Capital Management, LLC | 0.00% | No change | 412 | $32K |
| CX Institutional | 0.00% | New | 412 | $32K |
| Fairscale Capital, LLC | 0.03% | No change | 405 | $32K |
| Spire Wealth Management | 0.00% | No change | 394 | $31K |
| Hanson & Doremus Investment Management | 0.00% | New | 362 | $28K |
| Westside Investment Management, Inc. | 0.01% | Reduce -13.6% | 350 | $27K |
| Bfsg, LLC | 0.00% | No change | 316 | $25K |
| NorthRock Partners, LLC | 0.00% | Add +123.9% | 309 | $24K |
| Founders Financial Alliance, LLC | 0.01% | No change | 303 | $24K |
| Golden State Wealth Management, LLC | 0.00% | Add +2780.0% | 288 | $22K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 276 | $21K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 276 | $21K |
| Glassman Wealth Services | 0.00% | New | 268 | $21K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 260 | $20K |
| LRI Investments, LLC | 0.00% | New | 251 | $20K |
| Accredited Wealth Management, LLC | 0.02% | No change | 250 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 232 | $18K |
| Continuum Advisory, LLC | 0.00% | No change | 222 | $17K |
| Clear Investment Research, LLC | 0.02% | No change | 217 | $17K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 216 | $17K |
| Nalls Sherbakoff Group, LLC | 0.01% | — | 215 | $17K |
| Wayfinding Financial, LLC | 0.01% | New | 206 | $16K |
| PrairieView Partners, LLC | 0.00% | No change | 205 | $15K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -70.2% | 188 | $15K |
| Sound Income Strategies, LLC | 0.00% | Add +52.5% | 180 | $14K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 180 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 180 | $14K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 177 | $14K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 177 | $14K |
| Hexagon Capital Partners LLC | 0.00% | No change | 176 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +357.1% | 160 | $12K |
| SVB Wealth LLC | 0.00% | New | 150 | $12K |
| Highline Wealth Partners LLC | 0.00% | No change | 133 | $10K |
| Millstone Evans Group, LLC | 0.01% | No change | 128 | $10K |
| Key Financial Inc | 0.00% | No change | 128 | $10K |
| First Command Advisory Services, Inc. | 0.00% | New | 104 | $8K |
| Center for Financial Planning, Inc. | 0.00% | New | 103 | $8K |
| Bangor Savings Bank | 0.00% | No change | 99 | $8K |
| Synergy Investment Management, LLC | 0.00% | New | 97 | $8K |
| Avion Wealth | 0.00% | No change | 104 | $7K |
| 10Elms LLP | 0.01% | Reduce -49.7% | 89 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 89 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 81 | $6K |
| Parallel Advisors, LLC | 0.00% | Reduce -53.6% | 77 | $6K |
| BankPlus Trust Department | 0.00% | No change | 69 | $5K |
| Logan Capital Management Inc. | 0.00% | No change | 66 | $5K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 63 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 60 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 53 | $4K |
| Painted Porch Advisors LLC | 0.00% | No change | 48 | $4K |
| Runnymede Capital Advisors, Inc. | 0.00% | No change | 46 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 49 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 44 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 44 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 43 | $3K |
| GAMMA Investing LLC | 0.00% | Add +35.5% | 42 | $3K |
| Motco | 0.00% | No change | 39 | $3K |
| Lindbrook Capital, LLC | 0.00% | New | 33 | $3K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 30 | $2K |
| Compass Wealth Management LLC | 0.00% | New | 30 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 30 | $2K |
| Eastern Bank | 0.00% | Reduce -86.8% | 29 | $2K |
| Abound Wealth Management | 0.00% | No change | 27 | $2K |
| Binnacle Investments Inc | 0.00% | — | 27 | $2K |
| Towne Trust Company, N.A | 0.00% | New | 27 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -93.3% | 25 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 23 | $2K |
| Trust Co. of Vermont | 0.00% | New | 17 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 15 | $1K |
| Horizon Investments, LLC | 0.00% | No change | 13 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 12 | $936 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 12 | $935 |
| Princeton Global Asset Management LLC | 0.00% | No change | 11 | $857 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 6 | $468 |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.4% | 2 | $156 |
"% 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.