iShares MSCI Eafe Min Vol FaEFAVETF

13F holders, Q3 2025 (September 30)
516holders
32new positions
25sold out
5famous investors
$84.83avg. 13F price*

At the end of Q3 2025, 516 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings, unchanged from Q2 2025. 32 opened new positions and 25 sold out. The largest holders were FMR LLC ($713.2M), BlackRock, Inc. ($372.5M) and Bank of America Corp. ($330.8M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions32$21.0M
Exits25$20.6M

All 13F filers, Q2 2025 → Q3 2025: 1,257,238 shares bought and 3,498,266 shares sold, net −2,241,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 516 holders

FMR LLC 0.04% Reduce -6.8% 8,407,272 $713.2M
BlackRock, Inc. 0.01% Reduce -2.8% 4,391,562 $372.5M
Bank of America Corp. 0.02% Reduce -2.9% 3,899,489 $330.8M
Morgan Stanley 0.01% Add +1.4% 2,119,850 $179.8M
Wharton Business Group, LLC 6.55% Reduce -0.2% 1,766,534 $149.9M
Northwestern Mutual Wealth Management Co. 0.07% Reduce -4.2% 1,191,309 $101.1M
Envestnet Asset Management Inc. 0.03% Reduce -33.8% 1,041,135 $88.3M
LPL Financial LLC 0.02% Reduce -1.1% 985,562 $83.6M
Securian Asset Management, Inc. 1.83% No change 815,269 $69.2M
Financial Engines Advisors L.L.C. 0.13% Reduce -2.9% 812,955 $69.0M
Wells Fargo & Company 0.01% Add +0.8% 758,740 $64.4M
UBS Group AG 0.01% Add +9.5% 712,195 $60.4M
Sei Investments Co. 0.06% Add +1.8% 633,870 $53.8M
Ameriprise Financial Inc. 0.01% Reduce -32.1% 521,088 $44.2M
Royal Bank of Canada 0.01% Add +11.1% 520,680 $44.2M
Assetmark, Inc. 0.09% Add +1.4% 520,379 $44.1M
Mercer Global Advisors Inc. 0.07% Reduce -17.0% 476,675 $40.4M
Raymond James Financial Inc. 0.01% Reduce -2.7% 427,621 $36.3M
Cambridge Investment Research Advisors, Inc. 0.10% Add +1.3% 424,957 $36.0M
Amundi 0.01% Add +41.0% 412,701 $35.2M
Cetera Investment Advisers 0.04% Add +55.0% 364,435 $30.9M
Summit Financial, LLC 0.47% Add +3.8% 361,910 $30.7M
Jane Street Group, LLC 0.03% Add +18.9% 324,913 $27.6M
Commonwealth Equity Services, LLC 0.04% Reduce -14.1% 323,498 $27.4M
Wealth Advisors of Iowa, LLC 8.92% Reduce -1.2% 308,736 $26.2M
Alliancebernstein L.P. 0.01% Reduce -24.2% 298,110 $25.3M
Facet Wealth, Inc. 0.50% Add +2.5% 284,023 $24.1M
Burt Wealth Advisors 5.76% Reduce -0.9% 276,525 $23.5M
Brookstone Capital Management 0.24% Reduce -3.9% 238,682 $20.2M
Armbruster Capital Management, Inc. 3.13% Add +2.7% 216,938 $18.4M
Osaic Holdings, Inc. 0.02% Add +61.0% 205,502 $17.4M
Lester Murray Antman dba SimplyRich 4.35% Reduce -6.6% 190,104 $16.1M
Captrust Financial Advisors 0.03% Add +7.2% 188,330 $16.0M
Portfolio Design Labs, LLC 2.72% Reduce -65.8% 186,424 $15.8M
MML Investors Services, LLC 0.04% Reduce -8.4% 174,216 $14.8M
Jones Financial Companies LLLP 0.01% Add +16.6% 162,994 $13.7M
Mariner, LLC 0.02% Reduce -2.8% 157,205 $13.3M
Ledyard National Bank 1.13% Reduce -0.4% 149,184 $12.7M
Anderson Hoagland & Co. 1.12% Add +0.7% 147,756 $12.5M
Symmetry Partners, LLC 1.22% Add +12.3% 131,976 $11.2M
Ascent Group, LLC 0.39% Reduce -69.4% 131,154 $11.1M
Creative Planning 0.01% Add +0.8% 127,280 $10.8M
Truist Financial Corp. 0.01% Reduce -5.5% 126,873 $10.8M
ProVise Management Group, LLC 0.75% Add +1.8% 119,350 $10.1M
Principal Securities, Inc. 0.16% Add +3.1% 116,116 $9.9M
Magnus Financial Group LLC 0.75% Add +0.8% 111,308 $9.4M
Comerica Bank 0.03% Reduce -2.3% 107,322 $9.1M
Geneos Wealth Management Inc. 0.23% Reduce -4.7% 104,834 $8.9M
JPMorgan Chase & Co. 0.00% Add +0.5% 101,623 $8.6M
Choreo, LLC 0.11% Reduce -1.6% 95,116 $8.1M
HighTower Advisors, LLC 0.01% Reduce -13.0% 91,543 $7.8M
Baird Financial Group, Inc. 0.01% Add +9.0% 89,670 $7.6M
Trustmark Bank Trust Department 0.48% Add +8.0% 87,913 $7.5M
Cutler Investment Counsel LLC 0.78% Reduce -2.5% 87,255 $7.4M
Founders Financial Securities LLC 0.49% Add +2.7% 85,629 $7.3M
Horizon Investments, LLC 0.10% Add +2.3% 85,578 $7.3M
Asset Management Group, Inc. 1.16% No change 83,344 $7.1M
Stifel Financial Corp. 0.01% Add +1.4% 83,063 $7.0M
National Bank of Canada 0.01% New 81,678 $6.9M
Yeomans Consulting Group, Inc. 2.39% Reduce -0.4% 81,152 $6.9M
Well Done, LLC 1.18% Reduce -4.3% 81,417 $6.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.5% 81,028 $6.9M
Aspiriant, LLC 0.20% Reduce -2.3% 76,881 $6.5M
Tudor Investment Corporation 0.04% New 76,212 $6.5M
Merit Financial Group, LLC 0.06% Reduce -2.4% 75,391 $6.4M
Mission Creek Capital Partners, Inc. 1.22% Add +30.4% 72,895 $6.2M
Apella Capital, LLC 0.14% Reduce -14.2% 72,826 $6.2M
Focus Partners Wealth 0.01% Add +43.8% 68,140 $5.8M
Glenmede Investment Management, LP 0.03% Reduce -5.6% 67,367 $5.7M
Estate Counselors, LLC 0.49% Add +7.4% 67,061 $5.7M
San Luis Wealth Advisors LLC 1.02% Add +4.3% 66,880 $5.7M
NewEdge Advisors, LLC 0.03% Add +5.8% 66,583 $5.6M
Kingsview Wealth Management, LLC 0.08% Add +11.6% 65,198 $5.5M
Bank of Montreal 0.00% Add +1.4% 62,898 $5.3M
Anchor Investment Management, LLC 0.43% Add +6.5% 60,798 $5.2M
Old Mission Capital LLC 0.18% Add +321.9% 59,646 $5.1M
World Investment Advisors 0.10% Reduce -1.6% 58,402 $5.0M
TCV Trust & Wealth Management, Inc. 0.40% Add +2.9% 55,706 $4.7M
Rwa Wealth Partners, LLC 0.05% New 54,853 $4.7M
Sequoia Financial Advisors, LLC 0.03% Add +126.5% 52,397 $4.4M
PNC Financial Services Group, Inc. 0.00% Reduce -4.3% 52,022 $4.4M
Cwm, LLC 0.01% Add +16.1% 50,892 $4.3M
IMA Advisory Services, Inc. 0.41% Reduce -1.4% 48,019 $4.1M
Focus Partners Advisor Solutions, LLC 0.04% Add +67.8% 43,986 $3.8M
Private Advisor Group, LLC 0.02% Add +6.0% 43,578 $3.7M
United Capital Financial Advisors, LLC 0.03% Reduce -3.5% 42,802 $3.6M
Shore Point Advisors, LLC 1.59% Add +11.2% 42,357 $3.6M
Mutual Advisors, LLC 0.08% Reduce -4.2% 41,560 $3.6M
Vestcor Inc 0.11% Reduce -34.0% 41,692 $3.5M
Rockefeller Capital Management L.P. 0.01% Add +0.9% 41,663 $3.5M
MAI Capital Management 0.02% Add +54.9% 41,476 $3.5M
Qube Research & Technologies Ltd 0.01% Reduce -22.8% 41,372 $3.5M
Strategic Blueprint, LLC 0.15% Add +1375.6% 41,065 $3.5M
MorganRosel Wealth Management, LLC 0.90% Add +1.1% 40,826 $3.5M
Advisory Services Network, LLC 0.05% Reduce -1.7% 39,889 $3.4M
Capital Analysts, LLC 0.10% Add +3.9% 38,798 $3.3M
D.A. Davidson & Co. 0.02% Reduce -0.3% 38,345 $3.3M
Corsicana & Co. 1.80% — 37,834 $3.2M
Savant Capital, LLC 0.02% Reduce -2.6% 37,096 $3.1M
Samalin Investment Counsel, LLC 1.09% Add +2.9% 36,991 $3.1M
Integrated Wealth Concepts LLC 0.03% Reduce -17.2% 36,320 $3.1M
Rehmann Capital Advisory Group 0.17% Reduce -66.3% 35,977 $3.1M
Physician Wealth Advisors, Inc. 0.43% Reduce -2.2% 35,924 $3.0M
BridgePort Financial Solutions, LLC 0.81% Reduce -0.8% 35,448 $3.0M
Susquehanna International Group, LLP 0.00% Reduce -75.5% 34,803 $3.0M
Transamerica Financial Advisors, LLC 0.24% Add +2.1% 34,179 $2.9M
Rakuten Investment Management, Inc. 0.01% — 32,757 $2.8M
VAUGHAN & Co SECURITIES, INC. 1.45% Reduce -0.0% 32,283 $2.7M
Prism Advisors, Inc. 0.70% No change 30,430 $2.6M
Level Four Advisory Services, LLC 0.09% Reduce -0.6% 30,090 $2.6M
Brickley Wealth Management 0.44% Reduce -4.0% 29,833 $2.5M
RHS Financial, LLC 1.31% Reduce -7.3% 29,745 $2.5M
Mgo One Seven LLC 0.05% Add +1.6% 27,535 $2.3M
Mather Group, Llc. 0.02% Add +0.1% 27,126 $2.3M
Friedenthal Financial 1.17% Reduce -64.9% 26,768 $2.3M
IHT Wealth Management, LLC 0.06% Add +2.6% 26,450 $2.2M
Kestra Advisory Services, LLC 0.01% Add +19.5% 26,379 $2.2M
J.W. Cole Advisors, Inc. 0.04% Reduce -3.6% 25,818 $2.2M
UMB Bank, n.a. 0.03% Reduce -6.5% 24,436 $2.1M
Ausdal Financial Partners, Inc. 0.10% Add +0.1% 24,258 $2.1M
Klingman & Associates, LLC 0.10% Reduce -2.1% 23,146 $2.0M
Fortune Financial Advisors, LLC 1.47% Add +1.7% 23,047 $2.0M
Steward Partners Investment Advisory, LLC 0.01% Add +2.9% 22,095 $1.9M
Bank of New York Mellon Corp 0.00% Reduce -10.8% 22,051 $1.9M
McNaughton Wealth Management, LLC 0.78% Add +1.9% 21,781 $1.8M
Sanctuary Advisors, LLC 0.01% Add +2.4% 20,927 $1.8M
Signature Estate & Investment Advisors LLC 0.04% Reduce -2.5% 20,857 $1.8M
CVA Family Office, LLC 0.23% Add +1.7% 20,855 $1.8M
CGN Advisors LLC 0.14% Add +1.0% 20,776 $1.8M
Brown Wealth Management, LLC 0.49% Reduce -0.4% 20,677 $1.8M
Cerity Partners LLC 0.00% Reduce -5.7% 20,586 $1.7M
Berger Financial Group, Inc 0.10% Reduce -0.5% 20,569 $1.7M
Parallel Advisors, LLC 0.03% Add +99.8% 20,401 $1.7M
SageView Advisory Group, LLC 0.06% Reduce -0.3% 19,970 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -7.2% 19,709 $1.7M
Breakwater Capital Group 0.24% Add +0.6% 19,214 $1.6M
Beacon Pointe Advisors, LLC 0.01% Add +3.8% 19,092 $1.6M
Citadel Advisors 0.00% Add +143.3% 18,535 $1.6M
Kathleen S. Wright Associates Inc. 0.58% Reduce -0.7% 18,304 $1.6M
Independent Financial Group, LLC 0.04% Reduce -18.2% 18,260 $1.5M
TPG Advisors LLC 1.01% Reduce -12.6% 18,169 $1.5M
Bell Investment Advisors, Inc 0.25% Add +0.1% 18,070 $1.5M
&partners 0.01% Add +65.6% 17,854 $1.5M
Bleakley Financial Group, LLC 0.03% Reduce -1.8% 17,688 $1.5M
HB Wealth Management, LLC 0.01% Add +19.6% 17,358 $1.5M
HBK Sorce Advisory LLC 0.04% Reduce -11.2% 17,394 $1.5M
Roof Eidam Maycock Peralta, LLC 0.36% No change 17,269 $1.5M
Bellwether Advisors, LLC 0.24% Add +0.5% 17,125 $1.5M
Foster Victor Wealth Advisors, LLC 0.09% Reduce -2.7% 16,950 $1.4M
Peterson Wealth Advisors, LLC 0.21% Reduce -5.3% 16,847 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +21.5% 16,721 $1.4M
Shufro Rose & Co. LLC 0.12% Reduce -0.8% 18,230 $1.4M
Valley Forge Investment Consultants Inc. Adv 0.41% No change 16,429 $1.4M
BNP Paribas Financial Markets 0.00% Add +81900.0% 16,400 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Reduce -0.9% 16,378 $1.4M
Park Avenue Securities LLC 0.01% Add +10.8% 16,004 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -16.1% 15,814 $1.3M
Tacita Capital Inc 0.81% No change 15,759 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +102.5% 15,690 $1.3M
Foster Group, Inc. 0.04% Add +1.3% 15,378 $1.3M
Betterment LLC 0.00% Add +83.0% 15,238 $1.3M
Citizens Financial Group Inc. 0.02% Reduce -0.6% 15,180 $1.3M
Sawgrass Asset Management LLC 0.15% No change 14,604 $1.2M
Capital Advisors, Ltd. LLC 0.14% Add +0.6% 14,511 $1.2M
Arkadios Wealth Advisors 0.03% Reduce -6.8% 14,186 $1.2M
Compound Planning, Inc. 0.04% Reduce -0.3% 14,124 $1.2M
PCA Investment Advisory Services Inc. 0.43% Reduce -8.6% 13,780 $1.2M
Magnolia Capital Advisors LLC 0.30% Add +4.3% 13,595 $1.2M
Ibex Wealth Advisors 0.11% Reduce -2.0% 13,424 $1.1M
Waldron Private Wealth LLC 0.05% Reduce -0.7% 13,386 $1.1M
Equitable Holdings, Inc. 0.01% Add +11.9% 13,256 $1.1M
Gateway Wealth Partners, LLC 0.15% Reduce -0.8% 13,250 $1.1M
Allworth Financial LP 0.01% Reduce -19.6% 13,197 $1.1M
Round Rock Advisors LLC 0.18% Reduce -1.2% 13,184 $1.1M
Wealthspire Advisors, LLC 0.01% Reduce -19.6% 13,163 $1.1M
Quantinno Capital Management LP 0.00% Add +34.4% 12,850 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +10.2% 12,816 $1.1M
Lido Advisors, LLC 0.00% Reduce -1.6% 12,651 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -17.7% 12,297 $1.0M
Baker Ellis Asset Management LLC 0.13% No change 12,150 $1.0M
Foster & Motley Inc. 0.06% Reduce -1.6% 12,118 $1.0M
Keeler & Nadler Financial Planning & Wealth Management 0.38% Reduce -6.6% 12,111 $1.0M
Moulton Wealth Management, Inc. 0.75% Reduce -78.1% 12,090 $1.0M
Shira Ridge Wealth Management 0.42% Reduce -0.5% 11,700 $993K
Concurrent Investment Advisors, LLC 0.02% Reduce -35.8% 11,683 $991K
Moneco Advisors, LLC 0.08% Reduce -5.9% 11,533 $978K
Perigon Wealth Management, LLC 0.02% Reduce -9.7% 11,378 $965K
Renaissance Technologies 0.00% Reduce -87.3% 11,200 $950K
CFS Investment Advisory Services, LLC 0.07% Reduce -1.1% 11,001 $942K
Evergreen Capital Management LLC 0.02% No change 10,969 $931K
Investment Partners, LTD. 0.33% No change 10,946 $929K
Versant Capital Management, Inc 0.13% No change 10,834 $919K
Clark Asset Management, LLC 0.11% No change 10,799 $916K
Composition Wealth, LLC 0.01% Reduce -23.0% 10,664 $905K
Corient Private Wealth LP 0.00% Reduce -8.8% 10,509 $891K
Focus Financial Network, Inc. 0.03% Add +33.6% 10,487 $890K
Fiduciary Trust Co 0.01% No change 10,219 $867K
Carr Financial Group Corp 0.24% Add +4.9% 10,128 $859K
Joel Isaacson & Co., LLC 0.03% Add +97.7% 10,120 $859K
Prospera Financial Services Inc 0.01% Add +36.8% 10,002 $849K
Farther Finance Advisors, LLC 0.01% Reduce -4.8% 9,975 $846K
Mosaic Family Wealth Partners, LLC 0.10% No change 9,950 $839K
SKY-Mountain Capital Management, Inc. 0.58% Add +0.6% 9,725 $831K
Wesbanco Bank Inc. 0.02% Reduce -0.4% 9,765 $828K
Diversify Advisory Services, LLC 0.03% Reduce -0.4% 9,821 $828K
Tompkins Financial Corp. 0.07% Reduce -11.8% 9,668 $820K
Global Retirement Partners, LLC 0.02% Add +6.9% 9,566 $811K
PFG Advisors 0.03% Add +12.8% 9,424 $799K
Sweeney & Michel, LLC 0.27% No change 9,462 $792K
Thrivent Financial for Lutherans 0.00% Add +156.7% 9,293 $788K
Empirical Asset Management, LLC 0.22% No change 9,258 $785K
Stephens Inc. 0.01% No change 9,240 $784K
Mascoma Wealth Management LLC 0.17% No change 9,230 $783K
Arcus Capital Partners, LLC 0.34% No change 9,058 $768K
Patriot Investment Management Group, Inc. 0.05% Add +1.8% 9,046 $767K
Spirepoint Private Client, LLC 0.08% No change 8,920 $757K
Ellis Investment Partners, LLC 0.13% Add +50.6% 8,667 $735K
Premier Path Wealth Partners, LLC 0.09% Add +0.0% 8,566 $727K
IFG Advisory, LLC 0.03% No change 8,297 $704K
Stock Yards Bank & Trust Co. 0.02% Reduce -0.6% 8,244 $699K
Tolleson Wealth Management, Inc. 0.11% No change 8,177 $694K
Bogart Wealth, LLC 0.03% No change 8,137 $690K
Clearstead Advisors, LLC 0.01% Reduce -1.3% 8,124 $689K
Black Diamond Financial, LLC 0.08% No change 8,090 $686K
Woodmont Investment Counsel LLC 0.05% Reduce -9.0% 8,032 $681K
Venturi Wealth Management, LLC 0.03% No change 8,031 $681K
Portland Financial Advisors Inc 1.45% No change 8,023 $681K
Savvy Advisors, Inc. 0.03% Add +181.0% 7,866 $667K
Franklin Resources Inc. 0.00% No change 7,789 $661K
Cornerstone Wealth Management, LLC 0.04% Reduce -0.5% 7,755 $658K
Fiduciary Financial Group, LLC 0.10% Reduce -0.0% 7,744 $657K
1900 Wealth Management LLC 0.04% Reduce -2.2% 7,499 $636K
Essex Financial Services, Inc. 0.04% No change 7,389 $627K
Hilltop Partners LLC 0.19% Reduce -13.1% 7,314 $620K
Heck Capital Advisors, LLC 0.05% Reduce -0.7% 7,294 $619K
Two Sigma Securities, LLC 0.09% Add +175.4% 7,148 $606K
Pacific Center for Financial Services 0.15% Reduce -1.9% 7,095 $602K
Counterweight Ventures, LLC 0.35% No change 7,058 $599K
Lantz Financial LLC 0.13% No change 7,041 $597K
Appleton Partners Inc. 0.04% No change 6,635 $563K
Wolff Financial Management LLC 0.13% Reduce -0.1% 6,547 $555K
Pallas Capital Advisors LLC 0.02% No change 6,492 $551K
Keystone Financial Group 0.04% Add +8.3% 6,486 $550K
Fragasso Financial Advisors Inc 0.03% Add +0.1% 6,320 $539K
Creekside Partners 0.23% No change 6,224 $528K
Waverly Advisors, LLC 0.01% Add +151.3% 6,194 $525K
Blair William & Co. 0.00% Reduce -1.7% 6,182 $524K
QTR Family Wealth, LLC 0.25% Reduce -6.2% 6,132 $520K
Blue Barn Wealth, LLC 0.23% Reduce -0.7% 6,081 $516K
Citizens National Bank Trust Department 0.09% Reduce -0.7% 6,019 $511K
Cary Street Partners Financial LLC 0.01% Add +13.8% 5,996 $509K
Richardson Financial Services Inc. 0.31% Add +0.4% 5,908 $501K
Sage Mountain Advisors LLC 0.03% No change 5,854 $497K
Aries Wealth Management 0.12% No change 5,776 $490K
Ameritas Investment Partners, Inc. 0.01% Reduce -4.9% 5,767 $489K
Johnson Investment Counsel Inc. 0.00% Add +2.2% 5,762 $489K
Ashton Thomas Securities, LLC 0.07% New 5,761 $489K
Insight Wealth Strategies, LLC 0.06% No change 5,737 $487K
Cherry Tree Wealth Management, LLC 0.11% Reduce -5.6% 5,736 $487K
Pinnacle Bancorp, Inc. 0.14% No change 5,665 $481K
NFSG Corp 0.07% Add +3.8% 5,597 $475K
Acorn Wealth Advisors, LLC 0.15% Reduce -8.9% 5,568 $472K
Cibc World Market Inc. 0.00% Add +5.7% 5,528 $469K
Cornerstone Financial Group, LLC 0.36% No change 5,493 $466K
Atria Investments, Inc 0.01% Add +1.3% 5,467 $464K
VestGen Advisors, LLC 0.02% No change 5,395 $458K
FAS Wealth Partners, Inc. 0.03% No change 5,328 $452K
Flagship Harbor Advisors, LLC 0.02% Add +0.1% 5,258 $446K
JMG Financial Group, Ltd. 0.01% No change 5,231 $444K
Cowa, LLC 0.16% Add +4.3% 5,190 $440K
Horizon Family Wealth, Inc. 0.25% No change 5,087 $432K
NewEdge Wealth, LLC 0.01% Add +21.4% 4,935 $417K
K2 Financial Inc. 0.33% Add +1.6% 4,968 $416K
Forum Private Client Group LLC 0.15% Add +3.9% 4,845 $411K
Stablepoint Partners, LLC 0.06% Reduce -4.8% 4,684 $397K
Financial Perspectives, Inc 0.11% Reduce -4.4% 4,654 $395K
WBH Advisory Inc. 0.03% No change 4,652 $395K
Landaas & Co. /Wi 0.09% No change 4,650 $394K
National Wealth Management Group, LLC 0.15% Reduce -35.1% 4,573 $388K
Goldstein Advisors, LLC 0.05% Reduce -0.8% 4,557 $387K
Brighton Jones LLC 0.01% Add +6.0% 4,536 $385K
Grey Fox Wealth Advisors, LLC 0.08% No change 4,526 $384K
Caliber Wealth Management, LLC / KS 0.04% Reduce -10.1% 4,470 $379K
AMG National Trust Bank 0.01% No change 4,469 $379K
Wilmington Savings Fund Society, FSB 0.01% No change 4,440 $377K
Cardiff Park Advisors, LLC 0.03% No change 4,432 $376K
Integrated Advisors Network LLC 0.02% Reduce -1.1% 4,415 $375K
Sage Capital Advisors,llc 0.09% No change 4,413 $374K
Blankinship & Foster, LLC 0.08% No change 4,398 $373K
James J. Burns & Company, LLC 0.05% No change 4,316 $366K
Arrowroot Family Office, LLC 0.15% Reduce -0.1% 4,300 $365K
Ackerman Capital Advisors, LLC 0.08% Reduce -1.1% 4,300 $365K
Ewa, LLC 0.10% Reduce -0.1% 4,251 $361K
Galvin, Gaustad & Stein, LLC 0.03% Reduce -0.9% 4,243 $360K
Traction Financial Partners, LLC 0.22% No change 4,241 $360K
Tme Financial, Inc. 0.27% No change 4,239 $360K
Bestgate Wealth Advisors, LLC 0.63% No change 4,234 $359K
Global Trust Asset Management, LLC 0.16% No change 4,200 $356K
AQR Capital Management 0.00% Reduce -33.9% 4,181 $355K
Visionary Wealth Advisors 0.02% Reduce -12.6% 4,171 $354K
Kestra Private Wealth Services, LLC 0.00% Reduce -7.1% 4,082 $346K
Western Wealth Management, LLC 0.02% Add +20.1% 4,057 $344K
Nabity-Jensen Investment Management Inc 0.24% No change 4,053 $344K
Hibernia Wealth Partners, LLC 0.22% Reduce -50.0% 4,027 $342K
Summit Wealth Partners, LLC 0.06% Reduce -2.4% 4,011 $340K
Kathmere Capital Management, LLC 0.02% Add +6.5% 3,962 $336K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -0.6% 3,925 $333K
Interactive Financial Advisors, Inc. 0.18% Add +2.0% 3,906 $331K
Greenwich Wealth Management LLC 0.02% New 3,874 $329K
Bradley Foster & Sargent Inc. 0.00% No change 3,835 $325K
Ceera Investments, LLC 0.10% No change 3,810 $323K
Centurion Wealth Management LLC 0.07% No change 3,781 $321K
Diversified Enterprises, LLC 0.02% Reduce -2.8% 3,699 $314K
Pathway Financial Advisors LLC 0.04% No change 3,690 $313K
American Wealth Advisors, LLC 0.31% — 3,670 $311K
GTS Securities LLC 0.01% Reduce -41.0% 3,654 $310K
Squarepoint Ops LLC 0.00% Add +18.6% 3,651 $310K
Syntegra Private Wealth Group, LLC 0.03% Reduce -8.2% 3,624 $307K
GDS Wealth Management 0.02% Reduce -6.5% 3,588 $304K
Rainey & Randall Wealth Advisors Inc. 0.05% No change 3,585 $304K
Kingswood Wealth Advisors, LLC 0.02% Reduce -22.5% 3,579 $304K
Family Capital Trust Co 0.10% No change 3,550 $301K
SteelPeak Wealth, LLC 0.01% Reduce -0.8% 3,496 $297K
Greykasell Wealth Strategies, Inc. 0.12% No change 3,465 $294K
Wealthfront Advisers LLC 0.00% Add +21.5% 3,413 $290K
BCGM Wealth Management, LLC 0.08% No change 3,406 $289K
High Net Worth Advisory Group LLC 0.07% No change 3,361 $285K
Exencial Wealth Advisors, LLC 0.01% Add +7.6% 3,327 $282K
IFP Advisors, Inc 0.01% Add +20.5% 3,302 $280K
Principal Financial Group Inc. 0.00% No change 3,258 $278K
Sowell Financial Services LLC 0.01% Reduce -0.4% 3,247 $275K
Bolthouse Investments, LLC 0.25% No change 3,220 $273K
Commerce Bank 0.00% No change 3,193 $271K
Moneta Group Investment Advisors LLC 0.00% Reduce -10.1% 3,170 $269K
Wedmont Private Capital 0.01% No change 3,151 $267K
First Citizens Financial Corp 0.13% No change 3,143 $267K
Fulton Bank, N.A. 0.01% No change 3,131 $266K
Sunbelt Securities, Inc. 0.02% Add +22.1% 3,127 $265K
Dravo Bay LLC 0.12% Add +14.6% 3,122 $265K
Brandywine Oak Private Wealth LLC 0.02% No change 3,120 $265K
Whittier Trust Co. of Nevada Inc. 0.01% No change 3,097 $264K
Vanguard Group Inc. 0.00% Add +0.2% 3,110 $264K
Elevate Wealth Advisory, Inc. 0.19% No change 3,107 $264K
Baker Avenue Asset Management, LP 0.01% No change 3,106 $263K
Sigma Planning Corp 0.01% New 3,075 $261K
Y-Intercept (Hong Kong) Ltd 0.01% New 3,066 $260K
Archford Capital Strategies, LLC 0.03% Reduce -62.9% 3,065 $260K
EverSource Wealth Advisors, LLC 0.01% No change 3,055 $259K
Apeiron RIA LLC 0.06% Reduce -1.3% 3,012 $257K
US Bancorp \de 0.00% Reduce -0.5% 2,996 $254K
Fisher Asset Management 0.00% Add +10.6% 2,985 $253K
Claro Advisors Inc. 0.04% Add +6.5% 2,944 $250K
PDS Planning, Inc 0.02% No change 2,930 $249K
Peak Financial Management, Inc. 0.07% Reduce -34.5% 2,928 $248K
Synovus Financial Corp. 0.00% Add +7.6% 2,928 $248K
StoneX Group Inc. 0.01% New 2,906 $247K
Blue Zone Wealth Advisors, LLC 0.05% Add +0.7% 2,902 $246K
Arete Wealth Advisors, LLC 0.02% New 2,915 $246K
OneAscent Financial Services LLC 0.02% Reduce -2.5% 2,878 $244K
Apollon Wealth Management, LLC 0.00% Add +0.5% 2,874 $244K
180 Wealth Advisors, LLC 0.03% Reduce -4.5% 2,843 $241K
Planning Directions Inc. 0.12% No change 2,806 $238K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -10.8% 2,777 $236K
Medallion Wealth Advisors, LLC 0.08% Reduce -2.1% 2,760 $234K
Kaufman Rossin Wealth, LLC 0.13% No change 2,753 $234K
Veery Capital, LLC 0.07% Reduce -0.0% 2,739 $232K
Bond & Devick Financial Network, Inc. 0.07% Reduce -19.1% 2,732 $232K
Mission Wealth Management, LP 0.00% Reduce -0.9% 2,729 $232K
Westwood Holdings Group Inc. 0.00% No change 2,724 $231K
Bessemer Group Inc. 0.00% Reduce -32.4% 2,719 $231K
Richmond Investment Services, LLC 0.04% No change 2,690 $228K
Warner Financial, Inc. 0.08% No change 2,676 $227K
NorthRock Partners, LLC 0.00% New 2,672 $227K
AE Wealth Management LLC 0.00% Reduce -12.3% 2,657 $225K
SeaCrest Wealth Management, LLC 0.02% No change 2,649 $224K
Orion Porfolio Solutions, LLC 0.00% Add +3.4% 2,643 $224K
Meridian Wealth Advisors, LLC 0.03% Reduce -23.6% 2,590 $220K
Meridian Financial Advisors, LLC 0.12% No change 2,559 $217K
Sovereign Financial Group, Inc. 0.04% Reduce -3.0% 2,550 $216K
Graves Light Lenhart Wealth, Inc. 0.02% No change 2,545 $216K
AdvisorNet Financial, Inc 0.01% Add +2.2% 2,529 $215K
Christensen, King & Associates Investment Services, Inc. 0.09% No change 2,526 $214K
Smartleaf Asset Management LLC 0.01% No change 2,525 $213K
Independence Bank of Kentucky 0.03% No change 2,500 $212K
Investor's Fiduciary Advisor Network, LLC 0.07% No change 2,490 $211K
Csenge Advisory Group 0.01% Reduce -28.2% 2,487 $211K
Straight Path Wealth Management 0.06% No change 2,446 $207K
Asset Dedication, LLC 0.01% No change 2,419 $205K
Citigroup Inc. 0.00% No change 2,393 $203K
Sensible Money, LLC 0.07% No change 2,382 $202K
Florida Trust Wealth Management Co 0.01% New 2,365 $201K
Sagespring Wealth Partners, LLC 0.00% New 2,359 $200K
Gen-Wealth Partners Inc 0.06% No change 2,245 $190K
Boreal Capital Management LLC 0.18% No change 2,220 $188K
SYM FINANCIAL Corp 0.02% Reduce -8.4% 2,112 $179K
Federation des caisses Desjardins du Quebec 0.00% Reduce -2.7% 2,069 $176K
Strengthening Families & Communities, LLC 0.04% No change 1,941 $165K
Colonial Trust Co / SC 0.02% No change 1,917 $163K
Harbour Investments, Inc. 0.00% Add +3.5% 1,855 $157K
HM Payson & Co. 0.00% No change 1,735 $147K
CIBC Private Wealth Group LLC 0.00% Add +26.7% 1,665 $141K
Whittier Trust Co. 0.00% No change 1,634 $139K
Archer Investment Corp 0.03% No change 1,608 $136K
Parkside Financial Bank & Trust 0.01% Reduce -1.8% 1,577 $134K
Delta Asset Management LLC 0.01% No change 1,474 $125K
Ameritas Advisory Services, LLC 0.01% Reduce -37.8% 1,442 $122K
Root Financial Partners, LLC 0.01% New 1,403 $119K
Centaurus Financial, Inc. 0.01% Reduce -5.3% 1,385 $117K
Elevation Wealth Partners, LLC 0.04% Add +3.5% 1,340 $114K
Capital Investment Advisory Services, LLC 0.01% Add +0.1% 1,327 $113K
Paladin Advisory Group, LLC 0.08% No change 1,229 $104K
WFA of San Diego, LLC 0.07% Add +5.9% 1,222 $104K
Barrett & Company, Inc. 0.04% No change 1,212 $103K
SouthState Bank Corp 0.00% No change 1,159 $98K
Noble Wealth Management PBC 0.05% — 1,151 $98K
Reyes Financial Architecture, Inc. 0.07% No change 1,147 $97K
CX Institutional 0.00% Add +171.4% 1,118 $95K
Sagard Holdings Management Inc. 0.45% No change 1,050 $89K
United Community Bank 0.03% New 1,025 $87K
Harbor Investment Advisory, LLC 0.01% No change 977 $83K
Private Trust Co. NA 0.01% Reduce -33.0% 898 $76K
Larson Financial Group LLC 0.00% Add +41.6% 882 $75K
Provident Wealth Management, LLC 0.02% No change 875 $74K
GPS Wealth Strategies Group, LLC 0.01% No change 873 $74K
Chilton Capital Management LLC 0.00% New 867 $74K
Running Point Capital Advisors, LLC 0.02% No change 847 $72K
Creative Financial Designs Inc. 0.00% Add +1684.4% 803 $68K
Beaird Harris Wealth Management, LLC 0.00% Add +53.6% 782 $66K
Lanark Financial, Inc. 0.01% Reduce -21.6% 780 $66K
Ancora Advisors LLC 0.00% Reduce -67.1% 710 $60K
Webster Bank, N. A. 0.01% No change 650 $55K
Colonial Trust Advisors 0.00% Reduce -3.4% 650 $55K
EPG Wealth Management LLC 0.01% New 638 $54K
Atlantic Union Bankshares Corp 0.00% No change 580 $49K
Integrity Financial Corp 0.02% No change 563 $48K
CoreCap Advisors, LLC 0.00% Add +24.9% 512 $43K
CKW Financial Group 0.00% No change 500 $43K
WPG Advisers, LLC 0.03% Reduce -12.5% 495 $42K
Harbor Asset Planning, Inc. 0.04% No change 487 $41K
Townsend Asset Management Corp. /NC/ 0.01% No change 478 $41K
MassMutual Private Wealth & Trust, FSB 0.00% New 434 $37K
Fairscale Capital, LLC 0.02% No change 405 $34K
First Pacific Financial 0.00% No change 371 $31K
Hanson & Doremus Investment Management 0.00% No change 362 $31K
Westside Investment Management, Inc. 0.00% Reduce -21.8% 358 $30K
Wealth Watch Advisors, INC 0.01% New 355 $30K
Bfsg, LLC 0.00% No change 316 $27K
Signaturefd, LLC 0.00% Reduce -36.8% 308 $26K
Founders Financial Alliance, LLC 0.00% New 303 $26K
Glass Jacobson Investment Advisors llc 0.01% No change 292 $25K
Financial Management Professionals, Inc. 0.00% Reduce -98.0% 286 $24K
Fourth Dimension Wealth, LLC 0.01% No change 281 $24K
Ogorek Anthony Joseph /NY/ 0.01% No change 282 $23K
Glassman Wealth Services 0.00% No change 268 $23K
Spire Wealth Management 0.00% No change 256 $22K
Brown Brothers Harriman & Co. 0.00% Reduce -15.7% 252 $21K
Salem Investment Counselors Inc. 0.00% No change 232 $20K
Nemes Rush Group LLC 0.00% No change 227 $19K
Clear Investment Research, LLC 0.02% No change 217 $18K
LRI Investments, LLC 0.00% Reduce -6.1% 214 $18K
Russell Investments Group, Ltd. 0.00% Add +27.5% 213 $18K
Glen Eagle Advisors, LLC 0.00% Add +123.4% 210 $18K
Accredited Wealth Management, LLC 0.01% Add +809.4% 482 $17K
Palisade Asset Management, LLC 0.00% New 186 $16K
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
Nalls Sherbakoff Group, LLC 0.01% No change 166 $14K
Avion Wealth 0.00% No change 171 $14K
Sound Income Strategies, LLC 0.00% No change 138 $12K
Highline Wealth Partners LLC 0.00% No change 135 $11K
Strategic Wealth Partners, Ltd. 0.00% Reduce -31.3% 132 $11K
Key Financial Inc 0.00% No change 128 $11K
Millstone Evans Group, LLC 0.01% No change 128 $11K
First Command Advisory Services, Inc. 0.00% Add +10.6% 115 $10K
Hantz Financial Services, Inc. 0.00% New 102 $9K
Orion Capital Management LLC 0.00% New 105 $9K
Center for Financial Planning, Inc. 0.00% No change 103 $9K
Bangor Savings Bank 0.00% No change 99 $8K
Montag A & Associates Inc. 0.00% No change 91 $8K
Hollencrest Capital Management 0.00% No change 90 $8K
10Elms LLP 0.01% No change 89 $8K
Caldwell Trust Co 0.00% New 87 $7K
Vermillion Wealth Management, Inc. 0.00% No change 83 $7K
BankPlus Trust Department 0.00% No change 69 $6K
Rossmore Private Capital 0.00% New 69 $6K
Logan Capital Management Inc. 0.00% No change 67 $6K
Financial Consulate, Inc. 0.00% New 62 $5K
Rosenberg Matthew Hamilton 0.00% No change 53 $4K
JPL Wealth Management, LLC 0.00% New 50 $4K
Painted Porch Advisors LLC 0.00% No change 48 $4K
Trust Co. of Vermont 0.00% New 47 $4K
GAMMA Investing LLC 0.00% No change 41 $3K
Motco 0.00% No change 39 $3K
Rice Partnership, LLC 0.00% New 37 $3K
Binnacle Investments Inc 0.00% Add +20.7% 35 $3K
Dunhill Financial, LLC 0.00% No change 32 $3K
Eastern Bank 0.00% No change 29 $2K
Abound Wealth Management 0.00% No change 28 $2K
Aptus Capital Advisors, LLC 0.00% No change 26 $2K
Golden State Wealth Management, LLC 0.00% Reduce -91.7% 24 $2K
Dogwood Wealth Management LLC 0.00% No change 21 $2K
Fairway Wealth LLC 0.00% New 14 $1K
JNBA Financial Advisors 0.00% No change 13 $1K
Tower Research Capital LLC (TRC) 0.00% Add +160.0% 13 $1K
Family Legacy Financial Solutions, LLC 0.00% New 12 $1K
Jackson Hole Capital Partners, LLC 0.00% No change 12 $1K
BTG Pactual Asset Management US LLC 0.00% No change 12 $1K
Princeton Global Asset Management LLC 0.00% No change 11 $933
Foster Dykema Cabot & Partners, LLC 0.00% New 10 $868
Alerus Financial NA 0.00% No change 8 $679
Exchange Traded Concepts, LLC 0.00% Reduce -92.6% 8 $679
Legacy Wealth Managment, LLC 0.00% No change 6 $509
Kilter Group LLC 0.00% No change 6 $509
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -99.0% 5 $424
Oakworth Capital, Inc. 0.00% New 2 $170

"% 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.