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
Capital Analysts, LLC 0.10% Add +15.6% 37,327 $3.1M
Physician Wealth Advisors, Inc. 0.48% Reduce -5.4% 36,731 $3.1M
Samalin Investment Counsel, LLC 1.17% Reduce -1.2% 35,964 $3.0M
BridgePort Financial Solutions, LLC 1.00% Reduce -2.6% 35,746 $3.0M
Transamerica Financial Advisors, LLC 0.26% Reduce -3.6% 33,475 $2.8M
VAUGHAN & Co SECURITIES, INC. 1.56% Add +2.1% 32,291 $2.7M
RHS Financial, LLC 1.53% Add +411.8% 32,072 $2.7M
Brickley Wealth Management 0.51% Reduce -0.4% 31,069 $2.6M
Prism Advisors, Inc. 0.73% No change 30,430 $2.6M
Level Four Advisory Services, LLC 0.09% Reduce -0.4% 30,265 $2.5M
Martin Worley Group 1.23% Add +14.8% 29,801 $2.5M
Tactive Advisors, LLC 0.78% — 28,860 $2.4M
Mgo One Seven LLC 0.07% New 27,107 $2.3M
Mather Group, Llc. 0.02% No change 27,100 $2.3M
J.W. Cole Advisors, Inc. 0.05% Add +26.5% 26,784 $2.3M
MAI Capital Management 0.02% Reduce -7.1% 26,776 $2.3M
Focus Partners Advisor Solutions, LLC 0.03% Add +2.2% 26,213 $2.2M
UMB Bank, n.a. 0.03% Reduce -0.5% 26,145 $2.2M
IHT Wealth Management, LLC 0.06% Reduce -1.0% 25,790 $2.2M
Bank of New York Mellon Corp 0.00% Reduce -8.3% 24,715 $2.1M
Ausdal Financial Partners, Inc. 0.14% Add +1.5% 24,243 $2.0M
Klingman & Associates, LLC 0.11% Reduce -2.8% 23,636 $2.0M
Sequoia Financial Advisors, LLC 0.01% Reduce -33.4% 23,128 $1.9M
Fortune Financial Advisors, LLC 1.53% Add +11.2% 22,667 $1.9M
Independent Financial Group, LLC 0.05% Add +629.9% 22,335 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -6.6% 22,070 $1.9M
Cerity Partners LLC 0.00% Reduce -0.7% 21,828 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Add +7.6% 21,464 $1.8M
Signature Estate & Investment Advisors LLC 0.04% Add +5.0% 21,396 $1.8M
McNaughton Wealth Management, LLC 0.80% Reduce -0.3% 21,376 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -17.9% 21,240 $1.8M
TPG Advisors LLC 1.26% Reduce -5.7% 20,778 $1.7M
Brown Wealth Management, LLC 0.54% Reduce -0.4% 20,753 $1.7M
Berger Financial Group, Inc 0.11% Reduce -4.7% 20,681 $1.7M
CGN Advisors LLC 0.15% Add +2.8% 20,569 $1.7M
CVA Family Office, LLC 0.24% Reduce -2.4% 20,505 $1.7M
Sanctuary Advisors, LLC 0.01% Reduce -3.2% 20,433 $1.7M
SageView Advisory Group, LLC 0.06% Add +0.4% 20,028 $1.7M
HBK Sorce Advisory LLC 0.04% Reduce -6.0% 19,590 $1.6M
Breakwater Capital Group 0.26% Reduce -1.3% 19,102 $1.6M
Janney Montgomery Scott LLC 0.00% Add +1.4% 18,854 $1.6M
Kathleen S. Wright Associates Inc. 0.60% Add +15.2% 18,436 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -3.8% 18,389 $1.5M
Concurrent Investment Advisors, LLC 0.03% New 18,201 $1.5M
Bell Investment Advisors, Inc 0.26% Add +1.1% 18,050 $1.5M
Bleakley Financial Group, LLC 0.04% New 18,016 $1.5M
Peterson Wealth Advisors, LLC 0.25% Reduce -3.6% 17,800 $1.5M
Foster Victor Wealth Advisors, LLC 0.10% Reduce -4.7% 17,428 $1.5M
Roof Eidam Maycock Peralta, LLC 0.36% No change 17,269 $1.5M
Bellwether Advisors, LLC 0.24% Reduce -0.2% 17,040 $1.4M
Shufro Rose & Co. LLC 0.12% Reduce -0.6% 18,379 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Reduce -15.2% 16,521 $1.4M
Valley Forge Investment Consultants Inc. Adv 0.44% Add +19.7% 16,429 $1.4M
Allworth Financial LP 0.01% Add +2.1% 16,410 $1.4M
Wealthspire Advisors, LLC 0.01% Reduce -11.3% 16,368 $1.4M
Tacita Capital Inc 0.85% Reduce -2.4% 15,759 $1.3M
Citizens Financial Group Inc. 0.02% Add +6.4% 15,278 $1.3M
Arkadios Wealth Advisors 0.04% Reduce -1.5% 15,227 $1.3M
Foster Group, Inc. 0.04% Reduce -2.6% 15,186 $1.3M
PCA Investment Advisory Services Inc. 0.53% Add +0.4% 15,079 $1.3M
Great Valley Advisor Group, Inc. 0.03% Reduce -7.5% 14,938 $1.3M
Sawgrass Asset Management LLC 0.14% Reduce -22.4% 14,604 $1.2M
HB Wealth Management, LLC 0.01% Reduce -17.4% 14,508 $1.2M
Park Avenue Securities LLC 0.01% Add +9.8% 14,437 $1.2M
Capital Advisors, Ltd. LLC 0.15% Add +3.6% 14,426 $1.2M
Independent Solutions Wealth Management, LLC 0.23% New 14,187 $1.2M
Financial Management Professionals, Inc. 0.13% New 14,172 $1.2M
Compound Planning, Inc. 0.04% Reduce -1.3% 14,163 $1.2M
Old Mission Capital LLC 0.03% Reduce -87.4% 14,136 $1.2M
Composition Wealth, LLC 0.02% Add +86.9% 13,856 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6.8% 13,759 $1.2M
Ibex Wealth Advisors 0.12% New 13,705 $1.2M
Waldron Private Wealth LLC 0.05% Reduce -2.6% 13,482 $1.1M
Gateway Wealth Partners, LLC 0.21% Reduce -0.9% 13,350 $1.1M
Round Rock Advisors LLC 0.19% Reduce -23.1% 13,344 $1.1M
Magnolia Capital Advisors LLC 0.28% Add +9.8% 13,031 $1.1M
Keeler & Nadler Financial Planning & Wealth Management 0.44% Add +1.3% 12,962 $1.1M
Lido Advisors, LLC 0.01% Reduce -6.2% 12,856 $1.1M
Perigon Wealth Management, LLC 0.02% Reduce -0.2% 12,597 $1.1M
Foster & Motley Inc. 0.06% Reduce -9.2% 12,318 $1.0M
Moneco Advisors, LLC 0.10% Add +16.5% 12,256 $1.0M
Baker Ellis Asset Management LLC 0.14% Reduce -1.2% 12,150 $1.0M
Callan Family Office, LLC 0.03% No change 12,070 $1.0M
Equitable Holdings, Inc. 0.01% Reduce -48.9% 11,849 $996K
Shira Ridge Wealth Management 0.45% Add +0.6% 11,755 $988K
O'shaughnessy Asset Management, LLC 0.01% Add +5.0% 11,631 $978K
Corient Private Wealth LP 0.00% Add +12.9% 11,525 $969K
CFS Investment Advisory Services, LLC 0.08% Reduce -6.0% 11,123 $935K
Evergreen Capital Management LLC 0.03% Add +13.7% 10,969 $922K
Tompkins Financial Corp. 0.08% No change 10,958 $921K
Investment Partners, LTD. 0.35% Add +0.3% 10,946 $920K
Versant Capital Management, Inc 0.14% Add +1.9% 10,834 $911K
Clark Asset Management, LLC 0.12% No change 10,799 $908K
&partners 0.01% Add +19.0% 10,779 $906K
Farther Finance Advisors, LLC 0.02% Add +5.8% 10,480 $881K
Fiduciary Trust Co 0.01% No change 10,219 $859K
Parallel Advisors, LLC 0.02% Add +13163.6% 10,213 $859K
Mosaic Family Wealth Partners, LLC 0.11% Add +0.2% 9,950 $836K
Diversify Advisory Services, LLC 0.03% Add +20.5% 9,861 $833K
Wesbanco Bank Inc. 0.02% Add +4.7% 9,808 $824K
SKY-Mountain Capital Management, Inc. 0.54% No change 9,665 $814K
Carr Financial Group Corp 0.24% New 9,654 $812K
Quantinno Capital Management LP 0.00% Reduce -6.7% 9,561 $804K
EP Wealth Advisors, LLC 0.01% Add +1.0% 9,386 $789K
Sweeney & Michel, LLC 0.28% Add +1.4% 9,462 $788K
Empirical Asset Management, LLC 0.24% Add +0.1% 9,258 $778K
Stephens Inc. 0.01% Add +2.0% 9,240 $777K
Mascoma Wealth Management LLC 0.18% No change 9,230 $776K
Arcus Capital Partners, LLC 0.33% Add +2.2% 9,058 $761K
Global Retirement Partners, LLC 0.02% — 8,948 $752K
Spirepoint Private Client, LLC 0.08% No change 8,920 $750K
Patriot Investment Management Group, Inc. 0.05% Reduce -3.2% 8,890 $747K
Woodmont Investment Counsel LLC 0.05% Reduce -73.6% 8,827 $742K
Premier Path Wealth Partners, LLC 0.10% Reduce -0.7% 8,564 $720K
Hilltop Partners LLC 0.21% Reduce -3.0% 8,414 $707K
PFG Advisors 0.03% Add +78.8% 8,356 $702K
Betterment LLC 0.00% New 8,327 $700K
IFG Advisory, LLC 0.04% Add +2.8% 8,297 $697K
Stock Yards Bank & Trust Co. 0.02% Add +10.8% 8,293 $697K
Archford Capital Strategies, LLC 0.09% Reduce -55.4% 8,270 $695K
Clearstead Advisors, LLC 0.01% Reduce -0.4% 8,232 $692K
Tolleson Wealth Management, Inc. 0.12% Reduce -4.3% 8,177 $687K
Bogart Wealth, LLC 0.03% No change 8,137 $684K
Black Diamond Financial, LLC 0.11% No change 8,090 $680K
Hibernia Wealth Partners, LLC 0.25% Add +101.2% 8,053 $677K
Venturi Wealth Management, LLC 0.03% No change 8,031 $675K
Portland Financial Advisors Inc 1.62% No change 8,023 $674K
Focus Financial Network, Inc. 0.03% Add +71.4% 7,850 $660K
Cornerstone Wealth Management, LLC 0.04% Reduce -2.9% 7,794 $655K
Franklin Resources Inc. 0.00% Reduce -6.6% 7,789 $655K
Fiduciary Financial Group, LLC 0.12% Add +0.0% 7,745 $653K
Stratos Wealth Partners, LTD. 0.01% Reduce -15.9% 7,748 $651K
Atria Wealth Solutions, Inc. 0.01% Reduce -85.7% 7,737 $650K
1900 Wealth Management LLC 0.05% Reduce -6.7% 7,668 $645K
Citadel Advisors 0.00% Reduce -53.1% 7,619 $640K
QRG Capital Management, Inc. 0.01% Add +113.7% 7,433 $625K
Essex Financial Services, Inc. 0.04% Add +0.4% 7,389 $621K
Heck Capital Advisors, LLC 0.05% Add +328.2% 7,344 $617K
Prospera Financial Services Inc 0.01% Add +5.5% 7,310 $615K
Pacific Center for Financial Services 0.16% Add +5.7% 7,231 $608K
Counterweight Ventures, LLC 0.39% No change 7,058 $593K
National Wealth Management Group, LLC 0.33% Add +113.5% 7,052 $593K
Lantz Financial LLC 0.15% No change 7,041 $592K
Dohj, LLC 0.16% Reduce -1.6% 6,996 $565K
Appleton Partners Inc. 0.04% Reduce -1.3% 6,635 $558K
Wolff Financial Management LLC 0.14% Add +1.8% 6,552 $551K
QTR Family Wealth, LLC 0.34% Reduce -1.9% 6,537 $549K
Pallas Capital Advisors LLC 0.02% Reduce -1.0% 6,492 $546K
AQR Capital Management 0.00% Reduce -55.8% 6,323 $531K
Fragasso Financial Advisors Inc 0.04% Reduce -10.9% 6,313 $531K
Blair William & Co. 0.00% Add +2.7% 6,288 $529K
Creekside Partners 0.25% Add +1.6% 6,224 $523K
GTS Securities LLC 0.02% New 6,189 $520K
Blue Barn Wealth, LLC 0.24% Reduce -1.7% 6,125 $515K
Acorn Wealth Advisors, LLC 0.19% Reduce -0.6% 6,110 $514K
Cherry Tree Wealth Management, LLC 0.12% No change 6,077 $511K
Ameritas Investment Partners, Inc. 0.02% Reduce -21.9% 6,067 $510K
Citizens National Bank Trust Department 0.10% Reduce -2.4% 6,059 $509K
Keystone Financial Group 0.05% Add +13.2% 5,986 $503K
Richardson Financial Services Inc. 0.33% Add +81.0% 5,884 $496K
Sage Mountain Advisors LLC 0.03% Reduce -27.8% 5,854 $492K
Aries Wealth Management 0.13% Reduce -69.2% 5,776 $486K
Insight Wealth Strategies, LLC 0.06% Add +0.7% 5,737 $484K
Ellis Investment Partners, LLC 0.09% Add +87.6% 5,754 $484K
Pinnacle Bancorp, Inc. 0.15% No change 5,665 $476K
Johnson Investment Counsel Inc. 0.00% Add +10.6% 5,636 $474K
Cornerstone Financial Group, LLC 0.39% Add +0.2% 5,493 $462K
Sovereign Investment Advisors, LLC 0.13% No change 5,430 $456K
Atria Investments, Inc 0.01% Reduce -11.1% 5,396 $454K
VestGen Advisors, LLC 0.02% No change 5,395 $454K
NFSG Corp 0.07% New 5,392 $453K
FAS Wealth Partners, Inc. 0.03% Add +1.1% 5,328 $448K
Cary Street Partners Financial LLC 0.01% Add +89.5% 5,271 $443K
Flagship Harbor Advisors, LLC 0.02% Add +0.4% 5,252 $442K
JMG Financial Group, Ltd. 0.01% No change 5,231 $440K
Cibc World Market Inc. 0.00% Reduce -0.2% 5,229 $440K
Joel Isaacson & Co., LLC 0.02% New 5,120 $430K
Horizon Family Wealth, Inc. 0.26% New 5,087 $428K
Cowa, LLC 0.16% Add +7.5% 4,978 $418K
Caliber Wealth Management, LLC / KS 0.04% Reduce -2.8% 4,971 $418K
Stablepoint Partners, LLC 0.07% Reduce -2.3% 4,920 $414K
Financial Perspectives, Inc 0.12% Add +0.4% 4,870 $409K
Simplicity Wealth,LLC 0.02% New 4,828 $406K
K2 Financial Inc. 0.35% Add +4.4% 4,888 $402K
Visionary Wealth Advisors 0.02% Reduce -86.8% 4,771 $401K
Forum Private Client Group LLC 0.15% Reduce -9.4% 4,665 $392K
WBH Advisory Inc. 0.03% New 4,652 $391K
Landaas & Co. /Wi 0.09% New 4,650 $391K
Kingswood Wealth Advisors, LLC 0.03% Reduce -13.4% 4,616 $388K
Goldstein Advisors, LLC 0.05% Reduce -12.5% 4,596 $386K
Grey Fox Wealth Advisors, LLC 0.09% Add +1.8% 4,526 $380K
Peak Financial Management, Inc. 0.11% Add +0.0% 4,470 $376K
AMG National Trust Bank 0.01% Add +1.0% 4,469 $376K
Integrated Advisors Network LLC 0.02% Add +1.3% 4,463 $375K
Wilmington Savings Fund Society, FSB 0.01% No change 4,440 $373K
Cardiff Park Advisors, LLC 0.03% Add +0.4% 4,432 $373K
Sage Capital Advisors,llc 0.09% No change 4,413 $371K
Blankinship & Foster, LLC 0.09% Reduce -10.4% 4,398 $370K
Kestra Private Wealth Services, LLC 0.01% Add +3.3% 4,395 $369K
Ackerman Capital Advisors, LLC 0.08% Add +1.2% 4,350 $366K
James J. Burns & Company, LLC 0.06% Add +1.8% 4,316 $363K
Arrowroot Family Office, LLC 0.16% — 4,303 $362K
Galvin, Gaustad & Stein, LLC 0.03% Reduce -1.7% 4,283 $360K
Brighton Jones LLC 0.01% Add +10.0% 4,279 $360K
Ewa, LLC 0.11% Reduce -17.7% 4,254 $358K
Traction Financial Partners, LLC 0.24% Add +0.1% 4,241 $356K
Tme Financial, Inc. 0.29% Add +0.8% 4,239 $356K
Global Trust Asset Management, LLC 0.19% New 4,200 $353K
Summit Wealth Partners, LLC 0.07% Add +1.5% 4,108 $345K
NewEdge Wealth, LLC 0.01% Add +0.1% 4,065 $342K
Nabity-Jensen Investment Management Inc 0.25% No change 4,053 $341K
Bessemer Group Inc. 0.00% Reduce -7.0% 4,019 $338K
Alesco Advisors, LLC, An ESL Co 0.01% No change 3,950 $332K
Syntegra Private Wealth Group, LLC 0.03% Reduce -1.6% 3,949 $332K
Bestgate Wealth Advisors, LLC 0.68% No change 4,234 $330K
GDS Wealth Management 0.02% No change 3,839 $323K
Bradley Foster & Sargent Inc. 0.01% New 3,835 $322K
Interactive Financial Advisors, Inc. 0.16% Add +9.8% 3,830 $322K
Ceera Investments, LLC 0.10% No change 3,810 $320K
Diversified Enterprises, LLC 0.02% Add +9.6% 3,805 $320K
Centurion Wealth Management LLC 0.09% No change 3,781 $318K
Kathmere Capital Management, LLC 0.02% Add +5.0% 3,722 $313K
Pathway Financial Advisors LLC 0.05% Reduce -2.4% 3,690 $310K
Thrivent Financial for Lutherans 0.00% Reduce -62.9% 3,620 $304K
Rainey & Randall Wealth Advisors Inc. 0.06% Add +1.9% 3,585 $301K
Family Capital Trust Co 0.10% No change 3,550 $298K
Moneta Group Investment Advisors LLC 0.00% Reduce -0.3% 3,525 $296K
SteelPeak Wealth, LLC 0.01% Reduce -3.2% 3,524 $296K
Csenge Advisory Group 0.02% Reduce -4.5% 3,462 $292K
Greykasell Wealth Strategies, Inc. 0.14% New 3,465 $291K
BCGM Wealth Management, LLC 0.08% Reduce -4.9% 3,406 $286K
Meridian Wealth Advisors, LLC 0.05% No change 3,390 $285K
Western Wealth Management, LLC 0.02% Add +29.9% 3,379 $284K
Bond & Devick Financial Network, Inc. 0.09% No change 3,378 $284K
High Net Worth Advisory Group LLC 0.07% No change 3,361 $283K
Sowell Financial Services LLC 0.01% Add +0.4% 3,261 $274K
Principal Financial Group Inc. 0.00% No change 3,258 $274K
Bolthouse Investments, LLC 0.27% No change 3,220 $271K
Commerce Bank 0.00% No change 3,193 $268K
Wedmont Private Capital 0.01% New 3,151 $265K
First Citizens Financial Corp 0.15% No change 3,143 $264K
Fulton Bank, N.A. 0.01% Reduce -5.3% 3,131 $263K
Brandywine Oak Private Wealth LLC 0.02% No change 3,120 $262K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 3,115 $262K
Elevate Wealth Advisory, Inc. 0.19% Add +3.0% 3,107 $261K
Baker Avenue Asset Management, LP 0.01% Add +3.3% 3,106 $261K
Vanguard Group Inc. 0.00% Reduce -3.5% 3,105 $261K
Whittier Trust Co. of Nevada Inc. 0.01% No change 3,097 $260K
Exencial Wealth Advisors, LLC 0.01% New 3,093 $260K
Squarepoint Ops LLC 0.00% New 3,079 $259K
EverSource Wealth Advisors, LLC 0.01% Add +1809.4% 3,055 $257K
Apeiron RIA LLC 0.07% Add +0.4% 3,053 $257K
Summit X, LLC 0.05% Add +1.3% 3,043 $256K
AE Wealth Management LLC 0.00% Reduce -92.7% 3,029 $255K
US Bancorp \de 0.00% Reduce -98.8% 3,012 $253K
180 Wealth Advisors, LLC 0.04% Reduce -3.2% 2,978 $250K
OneAscent Financial Services LLC 0.02% Add +4.8% 2,952 $249K
PDS Planning, Inc 0.02% No change 2,930 $246K
Liberty Wealth Management LLC 0.04% New 2,905 $244K
Blue Zone Wealth Advisors, LLC 0.06% Add +5.8% 2,882 $242K
Apollon Wealth Management, LLC 0.00% Add +6.0% 2,861 $240K
Medallion Wealth Advisors, LLC 0.09% Reduce -8.5% 2,820 $238K
Wealthfront Advisers LLC 0.00% New 2,809 $236K
Arax Advisory Partners 0.01% Reduce -21.8% 2,807 $236K
Planning Directions Inc. 0.13% Add +1.6% 2,806 $236K
Savvy Advisors, Inc. 0.02% New 2,799 $235K
Sovran Advisors, LLC 0.02% New 2,814 $235K
Strategic Blueprint, LLC 0.01% New 2,783 $234K
Claro Advisors Inc. 0.04% Reduce -0.9% 2,764 $232K
Mission Wealth Management, LP 0.01% Add +0.9% 2,755 $232K
Kaufman Rossin Wealth, LLC 0.15% New 2,753 $231K
IFP Advisors, Inc 0.01% Add +21.3% 2,741 $230K
Veery Capital, LLC 0.08% Reduce -0.2% 2,740 $230K
Dravo Bay LLC 0.11% New 2,725 $229K
Westwood Holdings Group Inc. 0.00% No change 2,724 $229K
Synovus Financial Corp. 0.00% Add +0.1% 2,721 $229K
Fisher Asset Management 0.00% Reduce -18.5% 2,700 $227K
Richmond Investment Services, LLC 0.05% New 2,690 $226K
Warner Financial, Inc. 0.09% Reduce -2.2% 2,676 $225K
SeaCrest Wealth Management, LLC 0.02% New 2,649 $223K
B.O.S.S. Retirement Advisors, LLC 0.06% Reduce -69.5% 2,630 $221K
Sovereign Financial Group, Inc. 0.05% No change 2,630 $221K
Two Sigma Securities, LLC 0.03% Reduce -33.2% 2,595 $218K
Meridian Financial Advisors, LLC 0.14% New 2,559 $215K
Orion Porfolio Solutions, LLC 0.00% New 2,557 $215K
Graves Light Lenhart Wealth, Inc. 0.03% New 2,545 $214K
Christensen, King & Associates Investment Services, Inc. 0.10% Reduce -3.4% 2,526 $212K
Smartleaf Asset Management LLC 0.02% Add +2.9% 2,525 $211K
Independence Bank of Kentucky 0.03% Reduce -16.7% 2,500 $210K
Investor's Fiduciary Advisor Network, LLC 0.08% New 2,490 $209K
AdvisorNet Financial, Inc 0.01% Add +45.4% 2,475 $208K
Waverly Advisors, LLC 0.00% New 2,465 $207K
Straight Path Wealth Management 0.07% Reduce -12.3% 2,446 $206K
Bravias Capital Group, LLC 0.15% New 2,442 $205K
Asset Dedication, LLC 0.01% No change 2,419 $203K
Alteri Wealth LLC 0.08% Reduce -17.0% 2,401 $202K
Citigroup Inc. 0.00% No change 2,393 $201K
Sensible Money, LLC 0.08% New 2,382 $200K
Ameritas Advisory Services, LLC 0.01% Reduce -85.8% 2,319 $195K
SYM FINANCIAL Corp 0.02% No change 2,306 $194K
Gen-Wealth Partners Inc 0.07% No change 2,245 $189K
Boreal Capital Management LLC 0.18% — 2,220 $187K
Ancora Advisors LLC 0.00% Add +191.6% 2,158 $181K
Sunbelt Securities, Inc. 0.02% Reduce -0.2% 2,562 $181K
Federation des caisses Desjardins du Quebec 0.00% Add +79.8% 2,127 $179K
Strengthening Families & Communities, LLC 0.09% No change 1,941 $163K
Colonial Trust Co / SC 0.02% Reduce -0.6% 1,917 $161K
Harbour Investments, Inc. 0.00% Reduce -0.3% 1,792 $151K
HM Payson & Co. 0.00% No change 1,735 $146K
Whittier Trust Co. 0.00% No change 1,634 $137K
Archer Investment Corp 0.03% Reduce -4.1% 1,608 $135K
Parkside Financial Bank & Trust 0.01% No change 1,606 $135K
Delta Asset Management LLC 0.01% No change 1,474 $124K
Centaurus Financial, Inc. 0.01% Reduce -23.2% 1,463 $123K
Private Trust Co. NA 0.01% Reduce -55.3% 1,341 $113K
Capital Investment Advisory Services, LLC 0.01% Add +64.7% 1,326 $111K
CIBC Private Wealth Group LLC 0.00% Add +28.6% 1,314 $110K
Elevation Wealth Partners, LLC 0.04% Reduce -18.6% 1,295 $109K
Paladin Advisory Group, LLC 0.08% No change 1,229 $103K
Barrett & Company, Inc. 0.04% No change 1,212 $102K
SouthState Bank Corp 0.00% No change 1,159 $97K
WFA of San Diego, LLC 0.07% — 1,154 $97K
Transce3nd, LLC 0.04% Reduce -23.9% 1,148 $97K
Reyes Financial Architecture, Inc. 0.08% No change 1,147 $96K
Sagard Holdings Management Inc. 0.25% — 1,050 $88K
Lanark Financial, Inc. 0.01% Reduce -96.1% 995 $83K
Harbor Investment Advisory, LLC 0.01% No change 977 $82K
Provident Wealth Management, LLC 0.02% No change 875 $74K
GPS Wealth Strategies Group, LLC 0.01% No change 873 $73K
Running Point Capital Advisors, LLC 0.02% Add +7.9% 847 $71K
Colonial Trust Advisors 0.00% Add +3.5% 673 $57K
Webster Bank, N. A. 0.01% No change 650 $55K
Larson Financial Group LLC 0.00% Reduce -35.2% 623 $52K
Atlantic Union Bankshares Corp 0.00% New 580 $49K
WPG Advisers, LLC 0.04% Reduce -9.3% 566 $48K
Integrity Financial Corp 0.02% Reduce -9.6% 563 $47K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +9.1% 526 $44K
Beaird Harris Wealth Management, LLC 0.00% Reduce -9.1% 509 $43K
CKW Financial Group 0.00% No change 500 $42K
Harbor Asset Planning, Inc. 0.04% — 487 $41K
Signaturefd, LLC 0.00% New 487 $41K
Townsend Asset Management Corp. /NC/ 0.01% Add +0.8% 478 $40K
Westside Investment Management, Inc. 0.01% Add +30.9% 458 $38K
CX Institutional 0.00% No change 412 $35K
Beacon Capital Management, LLC 0.00% Add +0.2% 413 $35K
CoreCap Advisors, LLC 0.00% Reduce -26.9% 410 $34K
Fairscale Capital, LLC 0.02% No change 405 $33K
First Pacific Financial 0.00% New 371 $31K
Hanson & Doremus Investment Management 0.00% No change 362 $30K
Howe & Rusling Inc. 0.00% New 350 $29K
Bfsg, LLC 0.00% No change 316 $27K
Brown Brothers Harriman & Co. 0.00% Reduce -30.3% 299 $25K
Glass Jacobson Investment Advisors llc 0.01% Reduce -77.3% 292 $25K
Golden State Wealth Management, LLC 0.00% No change 288 $24K
Fourth Dimension Wealth, LLC 0.01% Add +1.8% 281 $24K
Ogorek Anthony Joseph /NY/ 0.01% Add +2.2% 282 $23K
Glassman Wealth Services 0.00% No change 268 $23K
Spire Wealth Management 0.00% Reduce -35.0% 256 $22K
Salem Investment Counselors Inc. 0.00% No change 232 $20K
LRI Investments, LLC 0.00% Reduce -9.2% 228 $19K
Nemes Rush Group LLC 0.00% New 227 $19K
Clear Investment Research, LLC 0.02% No change 217 $18K
PrairieView Partners, LLC 0.00% No change 205 $17K
Strategic Wealth Partners, Ltd. 0.00% — 192 $16K
Pension & Wealth Management Advisors, Inc. 0.01% No change 180 $15K
JFS Wealth Advisors, LLC 0.00% No change 180 $15K
Future Financial Wealth Managment LLC 0.01% No change 177 $15K
C M Bidwell & Associates Ltd. 0.01% No change 177 $15K
Russell Investments Group, Ltd. 0.00% New 167 $14K
Avion Wealth 0.00% Add +64.4% 171 $14K
Nalls Sherbakoff Group, LLC 0.01% Reduce -22.8% 166 $14K
CENTRAL TRUST Co 0.00% New 142 $12K
Sound Income Strategies, LLC 0.00% Reduce -23.3% 138 $12K
DecisionPoint Financial, LLC 0.00% New 137 $12K
Highline Wealth Partners LLC 0.00% Add +1.5% 135 $11K
Millstone Evans Group, LLC 0.01% No change 128 $11K
Key Financial Inc 0.00% No change 128 $11K
Exchange Traded Concepts, LLC 0.00% New 108 $9K
First Command Advisory Services, Inc. 0.00% No change 104 $9K
Center for Financial Planning, Inc. 0.00% No change 103 $9K
Bangor Savings Bank 0.00% No change 99 $8K
Glen Eagle Advisors, LLC 0.00% Add +113.6% 94 $8K
Montag A & Associates Inc. 0.00% New 91 $8K
Hollencrest Capital Management 0.00% Add +1.1% 90 $8K
10Elms LLP 0.01% No change 89 $7K
Vermillion Wealth Management, Inc. 0.00% Add +2.5% 83 $7K
BankPlus Trust Department 0.00% No change 69 $6K
Logan Capital Management Inc. 0.00% Add +1.5% 67 $6K
Wood Tarver Financial Group, LLC 0.00% No change 63 $5K
Accredited Wealth Management, LLC 0.00% Reduce -78.8% 53 $4K
Rosenberg Matthew Hamilton 0.00% No change 53 $4K
Painted Porch Advisors LLC 0.00% No change 48 $4K
Creative Financial Designs Inc. 0.00% Add +2.3% 45 $4K
Ameriflex Group, Inc. 0.00% No change 43 $4K
GAMMA Investing LLC 0.00% Reduce -2.4% 41 $3K
Motco 0.00% No change 39 $3K
Dunhill Financial, LLC 0.00% New 32 $3K
Binnacle Investments Inc 0.00% Add +7.4% 29 $2K
Eastern Bank 0.00% No change 29 $2K
Abound Wealth Management 0.00% Add +3.7% 28 $2K
Towne Trust Company, N.A 0.00% No change 27 $2K
Iron Horse Wealth Management, LLC 0.00% Add +80.0% 27 $2K
Aptus Capital Advisors, LLC 0.00% Add +4.0% 26 $2K
Dogwood Wealth Management LLC 0.00% New 21 $2K
BNP Paribas Financial Markets 0.00% Add +900.0% 20 $2K
JNBA Financial Advisors 0.00% New 13 $1K
Capital A Wealth Management, LLC 0.01% New 16 $1K
Clearstead Trust, LLC 0.00% No change 12 $1K
Jackson Hole Capital Partners, LLC 0.00% No change 12 $1K
BTG Pactual Asset Management US LLC 0.00% New 12 $1K
Princeton Global Asset Management LLC 0.00% No change 11 $925
Alerus Financial NA 0.00% New 8 $672
Legacy Investment Solutions, LLC 0.00% — 6 $505
Legacy Wealth Managment, LLC 0.00% No change 6 $505
Kilter Group LLC 0.00% New 6 $505
Tower Research Capital LLC (TRC) 0.00% Reduce -83.3% 5 $420

"% 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.