iShares MSCI Eafe Min Vol FaEFAVETF

13F holders, Q2 2025 (June 30)
516holders +32
63new positions
34sold out
4famous investors
$84.03avg. 13F price*

At the end of Q2 2025, 516 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings, up 32 from Q1 2025. 63 opened new positions and 34 sold out. The largest holders were FMR LLC ($758.1M), BlackRock, Inc. ($379.9M) and Bank of America Corp. ($337.6M). 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

0200400600 Q1 2024: 466Q1 2024Q2 2024: 467Q2 2024Q3 2024: 474Q3 2024Q4 2024: 472Q4 2024Q1 2025: 484Q1 2025Q2 2025: 516Q2 2025Q3 2025: 516Q3 2025Q4 2025: 538Q4 2025Q1 2026: 544Q1 2026Q2 2026: 532Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions63$150.8M
Exits34$42.3M

All 13F filers, Q1 2025 → Q2 2025: 4,953,828 shares bought and 1,985,599 shares sold, net +2,968,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 516 holders

FMR LLC 0.04% Reduce -1.6% 9,018,238 $758.1M
BlackRock, Inc. 0.01% Add +9.4% 4,519,794 $379.9M
Bank of America Corp. 0.03% Reduce -6.1% 4,016,421 $337.6M
Morgan Stanley 0.01% Add +2.0% 2,091,253 $175.8M
Wharton Business Group, LLC 6.27% Add +4.9% 1,770,694 $148.6M
Envestnet Asset Management Inc. 0.04% Add +0.7% 1,571,782 $132.1M
Northwestern Mutual Wealth Management Co. 0.08% Add +1.1% 1,243,810 $104.6M
LPL Financial LLC 0.03% Add +16.1% 996,453 $83.8M
Financial Engines Advisors L.L.C. 0.14% Reduce -12.1% 837,417 $70.4M
Securian Asset Management, Inc. 1.95% Reduce -2.3% 815,269 $68.5M
Ameriprise Financial Inc. 0.02% Add +32.6% 767,283 $64.5M
Wells Fargo & Company 0.01% Add +26.7% 752,309 $63.2M
UBS Group AG 0.01% Add +8.5% 650,270 $54.7M
Sei Investments Co. 0.06% Add +7.0% 622,873 $52.4M
Mercer Global Advisors Inc. 0.11% Reduce -9.3% 574,511 $48.3M
Portfolio Design Labs, LLC 8.99% New 544,915 $45.8M
Assetmark, Inc. 0.10% Add +118.9% 513,119 $43.1M
Royal Bank of Canada 0.01% Add +1.7% 468,678 $39.4M
Raymond James Financial Inc. 0.01% Add +4.6% 439,656 $37.0M
Ascent Group, LLC 1.41% New 429,124 $36.1M
Cambridge Investment Research Advisors, Inc. 0.11% Add +127.7% 419,326 $35.2M
Alliancebernstein L.P. 0.01% Add +1.3% 393,073 $33.0M
Commonwealth Equity Services, LLC 0.04% Add +7.7% 376,386 $31.6M
Summit Financial, LLC 0.66% Add +13357.0% 348,672 $29.3M
Wealth Advisors of Iowa, LLC 9.81% Add +112.8% 312,395 $26.3M
Amundi 0.01% Reduce -7.4% 292,700 $24.7M
Burt Wealth Advisors 5.37% Reduce -0.8% 279,158 $23.5M
Jane Street Group, LLC 0.04% New 273,176 $23.0M
Facet Wealth, Inc. 0.52% Add +28.6% 277,165 $22.7M
Brookstone Capital Management 0.27% Reduce -7.6% 248,404 $20.9M
Cetera Investment Advisers 0.03% Add +25.9% 235,123 $19.8M
Armbruster Capital Management, Inc. 3.22% Add +4.3% 211,320 $17.8M
Lester Murray Antman dba SimplyRich 4.77% Reduce -0.0% 203,456 $17.1M
MML Investors Services, LLC 0.05% Add +33.7% 190,130 $16.0M
Captrust Financial Advisors 0.03% Add +10.4% 175,634 $14.8M
Mariner, LLC 0.02% Reduce -3.1% 161,653 $13.6M
Ledyard National Bank 1.19% Add +0.9% 149,755 $12.6M
Anderson Hoagland & Co. 1.18% Add +1.0% 146,720 $12.3M
Susquehanna International Group, LLP 0.02% Add +1029.3% 141,813 $11.9M
Jones Financial Companies LLLP 0.01% Add +45.4% 139,848 $11.7M
Truist Financial Corp. 0.02% Add +26.7% 134,221 $11.3M
Creative Planning 0.01% Reduce -0.9% 126,323 $10.6M
Osaic Holdings, Inc. 0.02% Add +30.8% 127,641 $10.6M
Avantax Advisory Services, Inc. 0.06% Reduce -1.2% 119,045 $10.0M
Symmetry Partners, LLC 1.22% Add +7.1% 117,500 $9.9M
ProVise Management Group, LLC 0.78% Reduce -6.1% 117,210 $9.9M
Principal Securities, Inc. 0.18% Reduce -2.0% 112,647 $9.5M
Magnus Financial Group LLC 0.82% Add +2.5% 110,435 $9.3M
Geneos Wealth Management Inc. 0.23% Reduce -4.4% 110,021 $9.2M
Comerica Bank 0.04% Add +2.5% 109,857 $9.2M
Rehmann Capital Advisory Group 0.54% Reduce -5.9% 106,642 $9.0M
HighTower Advisors, LLC 0.01% Add +10.2% 105,213 $8.8M
JPMorgan Chase & Co. 0.00% Reduce -0.5% 101,074 $8.5M
Choreo, LLC 0.11% Reduce -14.1% 96,713 $8.1M
Cutler Investment Counsel LLC 0.84% Reduce -11.0% 89,504 $7.5M
Renaissance Technologies 0.01% Add +445.1% 88,300 $7.4M
Well Done, LLC 1.34% Reduce -9.0% 85,104 $7.2M
Apella Capital, LLC 0.19% Reduce -15.4% 84,922 $7.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -13.8% 83,959 $7.1M
Horizon Investments, LLC 0.11% Add +643407.7% 83,656 $7.0M
Founders Financial Securities LLC 0.53% New 83,379 $7.0M
Asset Management Group, Inc. 1.22% Add +1.0% 83,344 $7.0M
Baird Financial Group, Inc. 0.01% Add +2.4% 82,285 $6.9M
Stifel Financial Corp. 0.01% Add +7.7% 81,890 $6.9M
Yeomans Consulting Group, Inc. 2.84% Add +1.7% 81,473 $6.9M
Trustmark Bank Trust Department 0.47% Add +5.9% 81,383 $6.8M
Aspiriant, LLC 0.21% Reduce -9.2% 78,711 $6.6M
Merit Financial Group, LLC 0.07% Add +52.4% 77,236 $6.5M
Friedenthal Financial 3.51% Reduce -3.5% 76,181 $6.4M
Glenmede Investment Management, LP 0.03% — 71,385 $6.0M
One Capital Management, LLC 0.20% New 68,988 $5.8M
San Luis Wealth Advisors LLC 1.16% New 64,101 $5.4M
Vestcor Inc 0.16% Add +966.1% 63,127 $5.3M
NewEdge Advisors, LLC 0.03% Add +4.9% 62,934 $5.3M
Estate Counselors, LLC 0.52% Reduce -0.6% 62,441 $5.2M
Bank of Montreal 0.00% Add +10.4% 62,024 $5.2M
World Investment Advisors 0.11% Add +3.5% 59,345 $5.0M
Kingsview Wealth Management, LLC 0.08% New 58,414 $4.9M
Anchor Investment Management, LLC 0.42% Add +2.1% 57,082 $4.8M
Mission Creek Capital Partners, Inc. 1.04% Reduce -2.6% 55,911 $4.7M
Moulton Wealth Management, Inc. 3.50% Add +6.3% 55,125 $4.6M
PNC Financial Services Group, Inc. 0.00% Reduce -4.2% 54,331 $4.6M
TCV Trust & Wealth Management, Inc. 0.40% Reduce -1.8% 54,119 $4.5M
Qube Research & Technologies Ltd 0.01% Add +19.2% 53,619 $4.5M
CW Advisors, LLC 0.04% Reduce -3.0% 53,167 $4.4M
IMA Advisory Services, Inc. 0.44% Add +3.3% 48,701 $4.1M
Focus Partners Wealth 0.01% Add +25.9% 47,401 $4.0M
United Capital Financial Advisors, LLC 0.03% Reduce -2.7% 44,349 $3.7M
Integrated Wealth Concepts LLC 0.04% Add +0.4% 43,880 $3.7M
Cwm, LLC 0.01% Add +136.7% 43,829 $3.7M
Flow Traders U.S. LLC 0.14% New 43,678 $3.7M
Mutual Advisors, LLC 0.09% Add +60.3% 43,389 $3.7M
Goldman Sachs Group Inc. 0.00% Add +580.0% 41,500 $3.5M
Rockefeller Capital Management L.P. 0.01% Reduce -1.4% 41,288 $3.5M
Private Advisor Group, LLC 0.02% Add +0.6% 41,115 $3.5M
MorganRosel Wealth Management, LLC 0.93% Reduce -2.3% 40,386 $3.4M
Advisory Services Network, LLC 0.05% Add +2.6% 40,577 $3.3M
D.A. Davidson & Co. 0.02% Reduce -4.8% 38,471 $3.2M
Shore Point Advisors, LLC 1.54% Reduce -1.2% 38,103 $3.2M
Savant Capital, LLC 0.02% Add +1.6% 38,093 $3.2M

"% 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.

Show all 516 holders