iShares MSCI Eafe Min Vol FaEFAVETF

13F holders, Q2 2026 (June 30)
532holders −12
35new positions
49sold out
2famous investors
$87.82avg. 13F price*

At the end of Q2 2026, 532 institutions reported holding iShares MSCI Eafe Min Vol Fa (EFAV) in their 13F filings, down 12 from Q1 2026. 35 opened new positions and 49 sold out. The largest holders were FMR LLC ($641.7M), Bank of America Corp. ($320.2M) and BlackRock, Inc. ($320.1M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions35$31.5M
Exits49$34.3M

All 13F filers, Q1 2026 → Q2 2026: 1,278,046 shares bought and 1,823,066 shares sold, net −545,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 532 holders

FMR LLC 0.03% Reduce -4.1% 7,315,650 $641.7M
Bank of America Corp. 0.02% Reduce -7.1% 3,650,415 $320.2M
BlackRock, Inc. 0.00% Add +2.1% 3,649,436 $320.1M
Morgan Stanley 0.01% Add +6.5% 2,634,646 $231.1M
Wharton Business Group, LLC 4.90% Reduce -2.5% 1,671,587 $146.6M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -8.0% 1,099,071 $96.4M
Envestnet Asset Management Inc. 0.02% Reduce -0.1% 1,036,742 $90.9M
LPL Financial LLC 0.02% Reduce -1.7% 932,387 $81.8M
Financial Engines Advisors L.L.C. 0.12% Add +1.4% 779,547 $68.4M
Securian Asset Management, Inc. 2.30% No change 702,769 $64.0M
UBS Group AG 0.01% Reduce -0.3% 683,106 $59.9M
Sei Investments Co. 0.05% Add +1.5% 679,207 $59.6M
Wells Fargo & Company 0.01% Reduce -5.4% 650,611 $57.1M
Raymond James Financial Inc. 0.02% Add +19.7% 636,096 $55.8M
Ameriprise Financial Inc. 0.01% Reduce -14.4% 575,586 $50.5M
Royal Bank of Canada 0.01% Reduce -1.2% 487,681 $42.8M
Cambridge Investment Research Advisors, Inc. 0.09% Add +1.3% 439,002 $38.5M
Assetmark, Inc. 0.06% Add +0.8% 424,169 $37.2M
Mercer Global Advisors Inc. 0.04% Reduce -3.8% 381,992 $33.5M
Summit Financial, LLC 0.36% Add +0.5% 376,075 $33.0M
Amundi 0.01% Add +6.9% 375,150 $32.9M
Creative Planning 0.02% Reduce -6.9% 373,286 $32.7M
Cetera Investment Advisers 0.03% Add +1.9% 363,824 $31.9M
Alliancebernstein L.P. 0.01% Add +2.4% 320,615 $29.3M
Facet Wealth, Inc. 0.38% Add +1.5% 305,572 $26.8M
Commonwealth Equity Services, LLC 0.03% Add +0.2% 296,316 $26.0M
Jones Financial Companies LLLP 0.01% Add +12.4% 233,033 $20.5M
Armbruster Capital Management, Inc. 2.99% Add +3.4% 228,932 $20.1M
Geneos Wealth Management Inc. 0.38% Reduce -1.9% 209,918 $18.4M
Brookstone Capital Management 0.18% Reduce -9.3% 204,864 $18.0M
Penserra Capital Management LLC 0.13% Reduce -0.8% 196,194 $17.2M
Kestra Advisory Services, LLC 0.05% Add +447.4% 192,591 $16.9M
Lester Murray Antman dba SimplyRich 3.82% Reduce -0.1% 186,185 $16.3M
Portfolio Design Labs, LLC 2.44% Reduce -2.9% 169,473 $14.9M
Osaic Holdings, Inc. 0.02% Add +17.0% 169,268 $14.8M
ProVise Management Group, LLC 0.94% Add +32.8% 159,820 $14.0M
Symmetry Partners, LLC 0.70% Add +11.3% 156,401 $13.7M
Ledyard National Bank 1.08% Add +0.7% 153,015 $13.4M
Merit Financial Group, LLC 0.08% Add +15.1% 148,952 $13.1M
Anderson Hoagland & Co. 1.02% Reduce -0.0% 147,790 $13.0M
Mariner, LLC 0.01% Reduce -12.2% 138,907 $12.2M
Vestcor Inc 0.30% Add +5.1% 138,825 $12.2M
Ascent Group, LLC 0.33% Reduce -1.7% 124,996 $11.0M
Caisse de depot et placement du Quebec 0.02% New 122,535 $10.7M
MML Investors Services, LLC 0.02% Reduce -23.0% 119,482 $10.5M
Principal Securities, Inc. 0.12% Reduce -1.4% 114,028 $10.0M
Magnus Financial Group LLC 0.71% Add +2.5% 113,016 $9.9M
Baird Financial Group, Inc. 0.01% Add +8.5% 110,680 $9.7M
Fifth Third Bancorp 0.02% Reduce -4.3% 106,332 $9.3M
JPMorgan Chase & Co. 0.00% Add +2.2% 105,524 $9.3M
Captrust Financial Advisors 0.01% Reduce -1.1% 103,567 $9.1M
Truist Financial Corp. 0.01% Reduce -20.3% 101,884 $8.9M
Trustmark Bank Trust Department 0.49% Add +1.7% 94,453 $8.3M
Choreo, LLC 0.09% Reduce -0.3% 91,946 $8.1M
Stifel Financial Corp. 0.01% Add +1.5% 86,391 $7.6M
Asset Management Group, Inc. 1.09% Add +0.3% 84,562 $7.4M
Alpha Capital Advisors Inc. 6.38% Reduce -0.7% 84,324 $7.4M
Cutler Investment Counsel LLC 0.66% Reduce -0.8% 80,264 $7.0M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +54.0% 79,705 $7.0M
Mission Creek Capital Partners, Inc. 1.22% Add +0.2% 79,407 $7.0M
HighTower Advisors, LLC 0.01% Reduce -4.4% 77,119 $6.8M
Well Done, LLC 0.90% Add +0.2% 75,883 $6.7M
Estate Counselors, LLC 0.56% Add +7.9% 74,006 $6.5M
Anchor Investment Management, LLC 0.46% Add +4.0% 70,045 $6.1M
Bank of Montreal 0.00% Add +0.7% 68,756 $6.0M
Founders Financial Securities LLC 0.30% Reduce -0.1% 66,332 $5.8M
Horizon Investments, LLC 0.06% Reduce -50.4% 65,785 $5.8M
Focus Partners Wealth 0.01% Reduce -7.0% 64,025 $5.6M
Tudor Investment Corporation 0.02% New 62,890 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.1% 61,227 $5.5M
World Investment Advisors 0.09% Reduce -0.3% 58,090 $5.3M
Compass Financial Group, Inc. (Ohio) 3.48% Add +38.5% 59,346 $5.2M
NewEdge Advisors, LLC 0.02% Reduce -10.5% 57,970 $5.1M
Aspiriant, LLC 0.12% Reduce -0.5% 55,558 $4.9M
TCV Trust & Wealth Management, Inc. 0.36% Reduce -3.6% 54,659 $4.8M
Apella Capital, LLC 0.07% Reduce -6.3% 52,215 $4.7M
Rwa Wealth Partners, LLC 0.04% Add +21.3% 52,845 $4.6M
Private Advisor Group, LLC 0.02% Reduce -11.0% 52,463 $4.6M
Glenmede Trust Co. NA 0.02% Reduce -7.2% 51,547 $4.5M
Wealth Advisors of Iowa, LLC 1.21% Reduce -4.6% 51,015 $4.5M
Strategic Blueprint, LLC 0.22% Reduce -1.0% 50,230 $4.4M
PNC Financial Services Group, Inc. 0.00% Add +0.4% 49,331 $4.3M
Rockefeller Capital Management L.P. 0.01% Reduce -6.2% 45,669 $4.0M
Advisory Services Network, LLC 0.04% Add +4.0% 44,716 $3.9M
Savant Capital, LLC 0.01% Add +18.2% 43,633 $3.8M
Rehmann Capital Advisory Group 0.17% Add +5.8% 43,093 $3.8M
Samalin Investment Counsel, LLC 1.13% Add +0.6% 40,162 $3.5M
MAI Capital Management 0.01% Reduce -1.1% 40,162 $3.5M
Mutual Advisors, LLC 0.07% Add +0.1% 40,079 $3.5M
United Capital Financial Advisors, LLC 0.02% Reduce -1.6% 39,508 $3.5M
Integrated Wealth Concepts LLC 0.02% Add +4.0% 38,188 $3.3M
Capital Analysts, LLC 0.08% Reduce -2.6% 38,166 $3.3M
Corsicana & Co. 1.61% Reduce -0.6% 37,774 $3.3M
Shore Point Advisors, LLC 1.13% Reduce -9.1% 37,514 $3.3M
Transamerica Financial Advisors, LLC 0.27% Reduce -8.5% 36,835 $3.2M
IMA Advisory Services, Inc. 0.20% Reduce -2.1% 36,419 $3.2M
BridgePort Financial Solutions, LLC 0.76% Reduce -0.1% 34,008 $3.0M
Rakuten Investment Management, Inc. 0.01% Reduce -49.3% 33,220 $2.9M
Physician Wealth Advisors, Inc. 0.34% Reduce -1.6% 32,819 $2.9M
VAUGHAN & Co SECURITIES, INC. 1.28% Add +0.2% 31,301 $2.7M
RHS Financial, LLC 1.11% Reduce -7.1% 31,280 $2.7M
MorganRosel Wealth Management, LLC 0.91% Add +10.7% 30,830 $2.7M
OneDigital Investment Advisors LLC 0.02% Add +4.8% 30,707 $2.7M
UMB Bank, n.a. 0.03% Add +8.2% 30,384 $2.7M
Prism Advisors, Inc. 0.65% Add +0.6% 30,314 $2.7M
Mgo One Seven LLC 0.04% Reduce -6.6% 30,303 $2.7M
Susquehanna International Group, LLP 0.00% New 29,374 $2.6M
Three Bearings Fiduciary Advisors, Inc. 2.26% Reduce -4.8% 28,725 $2.5M
Sequoia Financial Advisors, LLC 0.01% Reduce -23.3% 28,495 $2.5M
Sanctuary Advisors, LLC 0.01% Add +62.9% 28,409 $2.5M
Cerity Partners LLC 0.00% Add +1.2% 28,009 $2.5M
D.A. Davidson & Co. 0.01% Reduce -0.9% 27,620 $2.4M
Beacon Pointe Advisors, LLC 0.01% Add +8.6% 27,494 $2.4M
IHT Wealth Management, LLC 0.05% Reduce -4.3% 27,381 $2.4M
Mather Group, Llc. 0.02% Reduce -0.3% 26,968 $2.4M
Brickley Wealth Management 0.34% Reduce -13.8% 26,950 $2.4M
Fortune Financial Advisors, LLC 0.99% Add +2.5% 26,453 $2.3M
Frontier Asset Management, LLC 0.41% Add +1.8% 26,273 $2.3M
Shufro Rose & Co. LLC 0.13% Add +0.4% 26,178 $2.3M
Concurrent Investment Advisors, LLC 0.02% Add +852.8% 25,736 $2.3M
Ausdal Financial Partners, Inc. 0.09% Add +1.5% 25,610 $2.2M
J.W. Cole Advisors, Inc. 0.04% Reduce -0.6% 25,311 $2.2M
Focus Partners Advisor Solutions, LLC 0.02% Add +1.4% 24,765 $2.2M
Arkadios Wealth Advisors 0.03% Reduce -1.4% 24,550 $2.2M
&partners 0.01% Add +0.9% 23,392 $2.1M
Signature Estate & Investment Advisors LLC 0.04% Add +1.1% 23,083 $2.0M
CGN Advisors LLC 0.15% Add +1.5% 23,051 $2.0M
Friedenthal Financial 0.89% Reduce -2.3% 21,968 $1.9M
Bank of New York Mellon Corp 0.00% Add +3.3% 21,833 $1.9M
Klingman & Associates, LLC 0.08% Reduce -3.9% 21,671 $1.9M
Brown Wealth Management, LLC 0.40% Reduce -0.8% 20,645 $1.8M
McNaughton Wealth Management, LLC 0.64% Reduce -4.6% 20,506 $1.8M
Global Assets Advisory, LLC 0.39% New 20,568 $1.8M
SageView Advisory Group, LLC 0.06% Add +0.3% 19,880 $1.7M
Jane Street Group, LLC 0.00% New 19,849 $1.7M
Stratos Wealth Partners, LTD. 0.02% Add +2.4% 19,092 $1.7M
Breakwater Capital Group 0.20% Reduce -2.4% 19,053 $1.7M
Bleakley Financial Group, LLC 0.02% Add +4.3% 18,568 $1.6M
HB Wealth Management, LLC 0.01% Add +4.4% 18,458 $1.6M
Berger Financial Group, Inc 0.08% Reduce -8.1% 18,372 $1.6M
Sawgrass Asset Management LLC 0.21% Add +25.6% 18,339 $1.6M
Bell Investment Advisors, Inc 0.23% Add +0.9% 18,115 $1.6M
Bellwether Advisors, LLC 0.23% Add +1.4% 17,827 $1.6M
Betterment LLC 0.00% Add +1.9% 17,805 $1.6M
Focus Financial Network, Inc. 0.05% Add +38.9% 17,401 $1.5M
Quantinno Capital Management LP 0.00% Add +16.7% 17,337 $1.5M
Valley Forge Investment Consultants Inc. Adv 0.38% Add +7.5% 16,860 $1.5M
CVA Family Office, LLC 0.13% Reduce -15.8% 16,839 $1.5M
Roof Eidam Maycock Peralta, LLC 0.29% No change 16,594 $1.5M
Foster Victor Wealth Advisors, LLC 0.07% Reduce -1.7% 15,795 $1.4M
Prime Capital Investment Advisors, LLC 0.01% Add +6.3% 16,107 $1.4M
Peterson Wealth Advisors, LLC 0.17% Reduce -3.2% 16,080 $1.4M
TPG Advisors LLC 0.77% Reduce -2.8% 15,981 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -25.5% 15,817 $1.4M
HBK Sorce Advisory LLC 0.03% Add +0.0% 14,897 $1.4M
Tacita Capital Inc 0.74% Reduce -0.8% 15,640 $1.4M
Moneco Advisors, LLC 0.08% Add +20.4% 15,357 $1.3M
M Holdings Securities, Inc. 0.18% Reduce -8.2% 15,220 $1.3M
Citizens Financial Group Inc. 0.02% Add +6.2% 15,280 $1.3M
Carr Financial Group Corp 0.31% Add +0.1% 15,142 $1.3M
Sax Wealth Advisors, LLC 0.05% New 14,516 $1.3M
Tempo Wealth, LLC 0.20% Add +1.2% 15,072 $1.3M
Capital Advisors, Ltd. LLC 0.13% Reduce -1.6% 14,998 $1.3M
Foster Group, Inc. 0.03% Add +0.9% 14,981 $1.3M
Magnolia Capital Advisors LLC 0.22% Reduce -64.6% 14,912 $1.3M
Compound Planning, Inc. 0.03% Add +1.9% 14,533 $1.3M
Fifth Third Securities, Inc. 0.07% Add +149.1% 14,339 $1.3M
Janney Montgomery Scott LLC 0.00% Reduce -3.1% 14,270 $1.3M
Natixis Advisors, LLC 0.00% New 14,183 $1.2M
Ibex Wealth Advisors 0.10% Reduce -1.2% 14,166 $1.2M
Waldron Private Wealth LLC 0.04% Reduce -0.2% 13,521 $1.2M
Prospera Financial Services Inc 0.02% Reduce -0.3% 13,458 $1.2M
Equitable Holdings, Inc. 0.01% Reduce -0.1% 13,098 $1.1M
Lido Advisors, LLC 0.00% Reduce -1.3% 12,608 $1.1M
Perigon Wealth Management, LLC 0.02% Add +0.6% 12,583 $1.1M
Clear Wave Wealth Management LLC 0.25% Reduce -79.9% 12,571 $1.1M
Global Retirement Partners, LLC 0.02% — 12,390 $1.1M
Gateway Wealth Partners, LLC 0.06% Reduce -46.8% 12,307 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -1.5% 12,176 $1.1M
Corient Private Wealth LP 0.00% Add +52.1% 12,040 $1.1M
O'shaughnessy Asset Management, LLC 0.00% Reduce -13.0% 11,936 $1.0M
Baker Ellis Asset Management LLC 0.11% Reduce -0.4% 11,900 $1.0M
Round Rock Advisors LLC 0.13% Reduce -9.3% 11,729 $1.0M
Evergreen Capital Management LLC 0.02% Add +0.4% 11,567 $1.0M
CFG Wealth Management Services, Inc. 0.97% No change 10,991 $997K
Versant Capital Management, Inc 0.09% Add +1.9% 11,194 $982K
Shira Ridge Wealth Management 0.34% Reduce -0.9% 11,111 $975K
Ellis Investment Partners, LLC 0.15% Add +14.2% 11,040 $968K
Clark Asset Management, LLC 0.07% No change 10,799 $947K
CFS Investment Advisory Services, LLC 0.06% No change 10,607 $944K
Foster & Motley Inc. 0.04% Reduce -1.5% 10,680 $937K
Sweeney & Michel, LLC 0.24% Reduce -0.9% 9,857 $929K
Joel Isaacson & Co., LLC 0.03% Add +1.9% 10,455 $917K
Clearstead Advisors, LLC 0.01% Add +17.7% 10,274 $901K
Stock Yards Bank & Trust Co. 0.03% Add +20.0% 10,219 $896K
Allworth Financial LP 0.00% Reduce -18.6% 10,137 $889K
SKY-Mountain Capital Management, Inc. 0.64% Add +3.3% 10,120 $888K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.9% 10,003 $877K
Diversify Advisory Services, LLC 0.01% New 9,539 $873K
Diversify Wealth Management, LLC 0.01% Reduce -67.2% 9,539 $873K
Lexington Hill Partners, LLC 0.42% Add +1.9% 9,820 $861K
Tompkins Financial Corp. 0.06% Reduce -8.2% 9,668 $848K
Wealthspire Advisors, LLC 0.00% Reduce -1.1% 9,653 $847K
Investment Partners, LTD. 0.26% Add +0.1% 9,617 $844K
Park Avenue Securities LLC 0.01% Reduce -32.7% 9,432 $827K
Seeds Investor LLC 0.08% New 9,419 $826K
PFG Advisors 0.04% Reduce -13.2% 9,344 $820K
Keeler & Nadler Financial Planning & Wealth Management 0.23% Reduce -11.8% 9,316 $817K
Stephens Inc. 0.01% Add +0.6% 9,293 $815K
Arcus Capital Partners, LLC 0.34% Add +1.6% 9,285 $814K
Empirical Asset Management, LLC 0.18% Add +0.1% 9,280 $814K
Wesbanco Bank Inc. 0.02% Reduce -0.7% 9,166 $804K
Independent Financial Group, LLC 0.01% Add +4.0% 9,081 $796K
Thrivent Financial for Lutherans 0.00% Reduce -71.2% 9,008 $791K
Private Advisory Group LLC 0.04% Add +4.7% 8,967 $786K
Spirepoint Private Client, LLC 0.06% No change 8,920 $782K
Patriot Investment Management Group, Inc. 0.04% Reduce -3.2% 8,763 $769K
IFG Advisory, LLC 0.03% New 8,469 $743K
Farther Finance Advisors, LLC 0.01% Reduce -7.2% 8,295 $728K
Composition Wealth, LLC 0.01% Reduce -19.8% 8,287 $727K
Tolleson Wealth Management, Inc. 0.10% No change 8,177 $717K
Bogart Wealth, LLC 0.02% Reduce -2.5% 8,137 $714K
Franklin Resources Inc. 0.00% No change 8,091 $710K
Venturi Wealth Management, LLC 0.03% No change 8,031 $704K
Fiduciary Trust Co 0.01% Reduce -4.6% 8,014 $703K
Cornerstone Wealth Management, LLC 0.03% Add +0.0% 7,890 $692K
Portland Financial Advisors Inc 1.25% Reduce -2.3% 7,836 $687K
Harbour Investments, Inc. 0.01% Reduce -0.5% 7,804 $684K
Black Diamond Financial, LLC 0.06% Reduce -3.0% 7,774 $682K
Fiduciary Financial Group, LLC 0.08% No change 7,744 $679K
Hilltop Partners LLC 0.16% Add +4.8% 7,667 $672K
Essex Financial Services, Inc. 0.03% Add +7.9% 7,657 $672K
Cowa, LLC 0.18% Reduce -1.0% 7,497 $658K
AQR Capital Management 0.00% Reduce -16.6% 7,352 $645K
Heck Capital Advisors, LLC 0.04% Add +1.0% 7,321 $642K
Arax Advisory Partners 0.00% Add +257.3% 7,296 $640K
Pacific Center for Financial Services 0.14% Add +0.9% 7,273 $638K
Moulton Wealth Management, Inc. 0.42% New 7,247 $632K
Vise Technologies, Inc. 0.01% New 7,205 $632K
Savvy Advisors, Inc. 0.01% Reduce -15.6% 7,170 $629K
Lantz Financial LLC 0.11% Add +0.8% 7,095 $622K
Level Four Advisory Services, LLC 0.02% Reduce -58.8% 7,067 $620K
Mosaic Family Wealth Partners, LLC 0.04% Reduce -14.8% 7,059 $619K
Counterweight Ventures, LLC 0.31% No change 7,058 $619K
1900 Wealth Management LLC 0.03% Reduce -5.5% 7,018 $616K
Mascoma Wealth Management LLC 0.11% Reduce -9.8% 7,008 $615K
Woodmont Investment Counsel LLC 0.03% Reduce -13.3% 6,964 $611K
Financial Perspectives, Inc 0.14% Add +0.0% 6,746 $592K
Premier Path Wealth Partners, LLC 0.07% Reduce -16.0% 6,744 $591K
Relyea Zuckerberg Hanson LLC 0.05% New 6,561 $575K
Keystone Financial Group 0.03% Reduce -4.5% 6,496 $570K
Pallas Capital Advisors LLC 0.02% Reduce -0.1% 6,482 $569K
Creekside Partners 0.20% Add +1.6% 6,396 $561K
Cibc World Market Inc. 0.00% Add +3.5% 6,360 $558K
Kathmere Capital Management, LLC 0.03% Add +11.2% 6,310 $553K
Appleton Partners Inc. 0.03% Reduce -1.6% 6,309 $553K
Wolff Financial Management LLC 0.11% Reduce -4.4% 6,270 $550K
HRT Financial LP 0.00% Add +5.1% 6,150 $539K
Wealthfront Advisers LLC 0.00% Add +32.9% 6,064 $532K
Aries Wealth Management 0.10% Add +2.6% 5,990 $525K
Fragasso Financial Advisors Inc 0.03% Add +3.2% 5,833 $512K
Blair William & Co. 0.00% Add +0.8% 5,789 $508K
Greenwich Wealth Management LLC 0.02% Reduce -5.5% 5,741 $504K
QTR Family Wealth, LLC 0.17% Reduce -0.1% 5,722 $502K
Cary Street Partners Financial LLC 0.01% Reduce -9.3% 5,693 $499K
Pinnacle Bancorp, Inc. 0.13% No change 5,665 $497K
FAS Wealth Partners, Inc. 0.03% Add +4.7% 5,655 $496K
VestGen Advisors, LLC 0.01% Reduce -49.1% 5,553 $487K
River's Edge Wealth Management, LLC 0.41% Add +1.2% 5,168 $466K
Aspect Partners, LLC 0.17% Add +232.9% 5,280 $463K
Heirloom Wealth Management 0.07% Reduce -56.7% 5,264 $462K
Brighton Jones LLC 0.01% Add +5.8% 5,237 $459K
JMG Financial Group, Ltd. 0.01% No change 5,231 $459K
Johnson Investment Counsel Inc. 0.00% Reduce -8.6% 5,181 $454K
Citizens National Bank Trust Department 0.07% Reduce -2.1% 5,102 $447K
Horizon Family Wealth, Inc. 0.20% No change 5,087 $446K
Flow Traders U.S. LLC 0.02% New 5,009 $439K
Annis Gardner Whiting Capital Advisors, LLC 0.07% No change 5,000 $439K
K2 Financial Inc. 0.31% Reduce -1.0% 4,870 $435K
North Dallas Bank & Trust Co. 0.26% No change 4,944 $434K
Atria Investments, Inc 0.00% Add +4.2% 4,873 $427K
Opus Financial Solutions LLC 0.34% Reduce -0.9% 4,830 $424K
Acorn Wealth Advisors, LLC 0.10% Add +0.9% 4,769 $418K
Sage Mountain Advisors LLC 0.03% Reduce -18.8% 4,755 $417K
Cornerstone Financial Group, LLC 0.26% Add +1.8% 4,720 $414K
Integrated Advisors Network LLC 0.02% Add +2.3% 4,678 $410K
Grey Fox Wealth Advisors, LLC 0.06% Add +1.8% 4,664 $409K
WBH Advisory Inc. 0.03% No change 4,652 $408K
Landaas & Co. /Wi 0.07% No change 4,650 $408K
Ameritas Investment Partners, Inc. 0.01% No change 4,649 $408K
Western Wealth Management, LLC 0.01% Reduce -1.6% 4,617 $405K
AMG National Trust Bank 0.01% Add +1.0% 4,547 $399K
Blankinship & Foster, LLC 0.08% Add +1.9% 4,544 $399K
IFP Advisors, Inc 0.01% Add +2.6% 4,514 $396K
Goldstein Advisors, LLC 0.04% No change 4,481 $393K
Cardiff Park Advisors, LLC 0.03% Add +0.4% 4,462 $391K
Wilmington Savings Fund Society, FSB 0.01% No change 4,440 $389K
Hibernia Wealth Partners, LLC 0.21% Reduce -49.7% 4,418 $387K
Ewa, LLC 0.07% Reduce -3.1% 4,380 $384K
AE Wealth Management LLC 0.00% Add +23.1% 4,380 $384K
Cherry Tree Wealth Management, LLC 0.07% Reduce -5.9% 4,376 $384K
Richardson Financial Services Inc. 0.22% Reduce -3.2% 4,376 $384K
James J. Burns & Company, LLC 0.04% Add +1.8% 4,368 $383K
Strategic Wealth Advisors LLC 0.32% No change 4,378 $377K
Mission Wealth Management, LP 0.00% Add +60.1% 4,293 $377K
Visionary Wealth Advisors 0.01% Add +0.9% 4,272 $375K
Traction Financial Partners, LLC 0.20% Reduce -0.8% 4,207 $369K
Arrowroot Family Office, LLC 0.11% Add +0.9% 4,198 $368K
Sage Capital Advisors,llc 0.08% Reduce -5.0% 4,194 $368K
AdvisorNet Financial, Inc 0.02% Add +3.1% 4,184 $367K
Tme Financial, Inc. 0.23% Add +1.4% 4,177 $366K
Insight Wealth Strategies, LLC 0.04% Add +1.0% 4,180 $365K
Ceera Investments, LLC 0.15% No change 4,090 $359K
Nabity-Jensen Investment Management Inc 0.22% No change 4,053 $355K
Rainey & Randall Wealth Advisors Inc. 0.05% Add +11.2% 4,042 $355K
Syntegra Private Wealth Group, LLC 0.03% No change 4,007 $351K
Verus Capital Partners, LLC 0.02% Reduce -7.3% 3,933 $345K
Alesco Advisors, LLC, An ESL Co 0.01% No change 3,925 $344K
Diversified Enterprises, LLC 0.02% Add +0.4% 3,921 $344K
Kestra Private Wealth Services, LLC 0.00% Add +1.1% 3,921 $344K
Urban Wealth Management, LLC 0.30% No change 3,915 $343K
TD Waterhouse Canada Inc. 0.00% No change 3,898 $342K
Parallel Advisors, LLC 0.01% Add +3.4% 3,866 $339K
Flagship Harbor Advisors, LLC 0.01% Reduce -17.7% 3,863 $339K
National Wealth Management Group, LLC 0.10% Reduce -4.4% 3,857 $338K
Summit Wealth Partners, LLC 0.05% Add +1.5% 3,843 $337K
SteelPeak Wealth, LLC 0.01% Add +5.2% 3,836 $336K
American Wealth Advisors, LLC 0.31% Reduce -3.5% 3,818 $335K
Centurion Wealth Management LLC 0.08% No change 3,781 $332K
Caliber Wealth Management, LLC / KS 0.03% Reduce -0.6% 3,774 $331K
Dravo Bay LLC 0.11% Reduce -5.8% 3,567 $313K
Stablepoint Partners, LLC 0.04% Reduce -11.7% 3,528 $309K
NewEdge Wealth, LLC 0.00% Reduce -24.9% 3,519 $309K
GDS Wealth Management 0.01% Reduce -0.1% 3,506 $308K
Commerce Bank 0.00% Reduce -0.3% 3,503 $307K
Baker Avenue Asset Management, LP 0.01% Add +8.3% 3,494 $306K
Moneta Group Investment Advisors LLC 0.00% Reduce -1.4% 3,476 $305K
Greykasell Wealth Strategies, Inc. 0.11% No change 3,465 $304K
Livet Wealth, LLC 0.17% Reduce -21.9% 3,449 $302K
Veery Capital, LLC 0.08% Add +16.9% 3,438 $302K
Gladstone Institutional Advisory LLC 0.01% New 3,437 $301K
Invested Advisors 0.26% Add +6.1% 3,406 $299K
Arwa LLC 0.12% No change 3,307 $298K
High Net Worth Advisory Group LLC 0.06% No change 3,361 $295K
BCGM Wealth Management, LLC 0.06% Reduce -0.7% 3,353 $294K
Keenan, LLC 0.21% Reduce -40.8% 3,342 $293K
Peak Financial Management, Inc. 0.07% Add +13.9% 3,337 $293K
Sowell Financial Services LLC 0.01% Reduce -3.1% 3,332 $292K
Squarepoint Ops LLC 0.00% New 3,275 $287K
Principal Financial Group Inc. 0.00% No change 3,258 $286K
Wedmont Private Capital 0.01% Add +0.0% 3,152 $282K
Rare Wolf Capital LLC 0.18% No change 3,215 $282K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.1% 3,158 $277K
Kingswood Wealth Advisors, LLC 0.01% Reduce -5.7% 3,151 $276K
EP Wealth Advisors, LLC 0.00% Reduce -37.6% 3,145 $276K
First Citizens Financial Corp 0.12% No change 3,143 $276K
Fulton Bank, N.A. 0.01% No change 3,131 $275K
United Advisor Group, LLC 0.03% Add +24.6% 3,124 $274K
Brandywine Oak Private Wealth LLC 0.02% No change 3,120 $274K
US Bancorp \de 0.00% Reduce -8.1% 3,110 $273K
Waverly Advisors, LLC 0.00% Reduce -1.9% 3,086 $271K
Colonial Trust Co / SC 0.03% Add +60.9% 3,084 $271K
Csenge Advisory Group 0.01% Add +9.1% 3,072 $269K
StoneX Group Inc. 0.01% New 3,065 $269K
Smartleaf Asset Management LLC 0.01% No change 3,046 $268K
Elevate Wealth Advisory, Inc. 0.15% Reduce -2.3% 3,041 $267K
Invariant Investment Management 0.16% Add +15.9% 2,976 $266K
Midwest Trust Co 0.00% Reduce -0.1% 3,012 $264K
Pinnacle Financial Partners, Inc. 0.00% Add +0.1% 2,969 $260K
Claro Advisors Inc. 0.03% Add +0.7% 2,965 $260K
Blue Zone Wealth Advisors, LLC 0.05% Add +2.6% 2,963 $260K
Catalyst Investment Management LLC 0.23% Reduce -0.0% 2,920 $256K
Vanguard National Trust Co 0.01% No change 2,877 $252K
PDS Planning, Inc 0.01% No change 2,868 $252K
Kaufman Rossin Wealth, LLC 0.12% Add +0.8% 2,788 $249K
Vestmark Advisory Solutions, Inc. 0.00% Add +25.5% 2,832 $248K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +0.5% 2,801 $246K
Pathway Financial Advisors LLC 0.03% Reduce -13.4% 2,724 $242K
180 Wealth Advisors, LLC 0.02% Reduce -2.5% 2,753 $241K
Warner Financial, Inc. 0.07% No change 2,676 $235K
Basso Capital Management, L.P. 0.06% New 2,646 $232K
Apollon Wealth Management, LLC 0.00% Add +0.8% 2,605 $228K
Meridian Wealth Advisors, LLC 0.03% No change 2,590 $227K
Graves Light Lenhart Wealth, Inc. 0.02% Add +0.7% 2,574 $226K
Christensen, King & Associates Investment Services, Inc. 0.09% No change 2,548 $224K
NorthRock Partners, LLC 0.00% Add +1.3% 2,532 $222K
Valmark Advisers, Inc. 0.00% New 2,480 $218K
Planning Directions Inc. 0.10% Add +1.9% 2,474 $217K
Sun Financial Inc 0.10% Reduce -6.7% 2,313 $217K
Straight Path Wealth Management 0.05% No change 2,446 $215K
Asset Dedication, LLC 0.01% No change 2,419 $212K
Summit Wealth Group LLC / Co. 0.02% Add +4.0% 2,405 $211K
Whittier Trust Co. of Nevada Inc. 0.00% No change 2,343 $210K
Forum Private Client Group LLC 0.06% Reduce -8.9% 2,387 $209K
Sensible Money, LLC 0.06% No change 2,382 $209K
Florida Trust Wealth Management Co 0.01% No change 2,365 $207K
Bond & Devick Financial Network, Inc. 0.05% Reduce -13.7% 2,359 $207K
Marks Group Wealth Management, Inc 0.02% No change 2,322 $204K
Kingsview Wealth Management, LLC 0.00% New 2,313 $203K
Gen-Wealth Partners Inc 0.05% No change 2,245 $197K
Entrust Financial LLC 0.12% Add +1.9% 2,178 $191K
Whittier Trust Co. 0.00% No change 2,134 $191K
10Elms LLP 0.08% Add +273.0% 2,059 $181K
Federation des caisses Desjardins du Quebec 0.00% Add +1.0% 1,855 $163K
HM Payson & Co. 0.00% No change 1,735 $152K
Parkside Financial Bank & Trust 0.01% Add +0.5% 1,562 $137K
Delta Asset Management LLC 0.01% No change 1,474 $129K
Institute for Wealth Management, LLC. 0.01% New 1,444 $127K
MCF Advisors LLC 0.00% Reduce -7.3% 1,375 $121K
Colonial Trust Advisors 0.01% No change 1,327 $116K
Triumph Capital Management 0.02% Reduce -0.3% 1,233 $108K
Paladin Advisory Group, LLC 0.07% No change 1,229 $108K
Barrett & Company, Inc. 0.03% No change 1,212 $106K
Nemes Rush Group LLC 0.01% Add +0.4% 1,152 $101K
Centaurus Financial, Inc. 0.00% Add +0.6% 1,132 $99K
Silver Grove Financial Group, Inc. 0.05% Add +0.2% 1,078 $95K
Capital Investment Advisory Services, LLC 0.01% Reduce -0.1% 1,078 $95K
Howe & Rusling Inc. 0.01% Add +11.0% 1,047 $92K
Beaird Harris Wealth Management, LLC 0.01% Add +32.6% 1,037 $91K
Harbor Investment Advisory, LLC 0.01% Add +2.8% 1,004 $88K
SouthState Bank Corp 0.00% No change 984 $86K
Private Trust Co. NA 0.01% No change 898 $79K
International Assets Investment Management, LLC 0.00% No change 901 $79K
Provident Wealth Management, LLC 0.02% No change 875 $77K
Creative Financial Designs Inc. 0.00% Add +1.8% 873 $77K
United Community Bank 0.02% Reduce -17.1% 850 $75K
Vanguard Advisers Inc. 0.00% Add +9.2% 846 $74K
SHP Wealth Management 0.01% Add +473.5% 843 $74K
Noble Wealth Management PBC 0.03% No change 841 $74K
Medallion Wealth Advisors, LLC 0.02% Reduce -57.4% 1,198 $69K
Trust Co. of Vermont 0.00% — 720 $63K
Webster Bank, N. A. 0.01% No change 650 $57K
Elevated Capital Advisors, LLC 0.02% No change 643 $56K
Elevation Wealth Partners, LLC 0.02% No change 614 $54K
Signaturefd, LLC 0.00% No change 596 $52K
Allspring Global Investments Holdings, LLC 0.00% No change 582 $52K
Atlantic Union Bankshares Corp 0.00% No change 580 $51K
Larson Financial Group LLC 0.00% Reduce -0.2% 547 $48K
Brooklyn FI, LLC 0.01% New 527 $48K
Brown Brothers Harriman & Co. 0.00% No change 527 $46K
Ancora Advisors LLC 0.00% Add +0.8% 514 $45K
Archer Investment Corp 0.01% No change 503 $44K
Harbor Asset Planning, Inc. 0.03% Add +1.8% 503 $44K
CoreCap Advisors, LLC 0.00% Add +94.6% 502 $44K
CKW Financial Group 0.00% No change 500 $44K
Lanark Financial, Inc. 0.00% No change 470 $41K
Rossby Financial, LCC 0.01% Reduce -0.4% 460 $40K
WPG Advisers, LLC 0.02% Reduce -13.0% 454 $40K
Cornerstone National Bank & Trust Co 0.01% New 439 $38K
CX Institutional 0.00% Reduce -45.3% 434 $38K
Westside Investment Management, Inc. 0.01% Add +20.9% 433 $38K
SYM FINANCIAL Corp 0.00% No change 433 $38K
Synergy Investment Management, LLC 0.01% New 397 $37K
Ameriflex Group, Inc. 0.02% New 420 $37K
Bullock Wealth Management Group 0.02% Add +2.0% 414 $36K
Fairscale Capital, LLC 0.02% No change 405 $36K
Dunhill Financial, LLC 0.01% No change 402 $35K
Townsend Asset Management Corp. /NC/ 0.01% Add +0.5% 374 $33K
Golden State Wealth Management, LLC 0.00% No change 365 $32K
Hanson & Doremus Investment Management 0.00% No change 362 $32K
Sunrise Financial Services, LLC 0.02% No change 363 $32K
Princeton Global Asset Management LLC 0.00% No change 354 $31K
Wealth Enhancement Trust Services, Inc. 0.00% No change 319 $28K
Strategic Wealth Partners, Ltd. 0.00% Reduce -5.9% 319 $28K
Bfsg, LLC 0.00% No change 316 $28K
Founders Financial Alliance, LLC 0.00% No change 311 $27K
Spire Wealth Management 0.00% Reduce -16.7% 294 $26K
Glass Jacobson Investment Advisors llc 0.01% No change 292 $26K
Fourth Dimension Wealth, LLC 0.01% Add +1.8% 290 $25K
Ogorek Anthony Joseph /NY/ 0.01% Add +1.8% 291 $25K
Glassman Wealth Services 0.00% No change 268 $24K
Bayban 0.02% No change 267 $23K
EverSource Wealth Advisors, LLC 0.00% Reduce -33.5% 252 $22K
Continuum Advisory, LLC 0.00% New 243 $21K
Salem Investment Counselors Inc. 0.00% Add +2.1% 240 $21K
Caldwell Trust Co 0.00% Add +11.8% 237 $21K
Highland Investment Advisors LLC 0.01% — 230 $20K
Allied Private Wealth LLC 0.01% — 190 $17K
First Community Trust NA 0.01% No change 188 $16K
Hantz Financial Services, Inc. 0.00% Add +18.0% 177 $16K
JFS Wealth Advisors, LLC 0.00% No change 180 $16K
C M Bidwell & Associates Ltd. 0.01% No change 177 $16K
GHP Investment Advisors, Inc. 0.00% Reduce -31.6% 171 $15K
CENTRAL TRUST Co 0.00% No change 163 $14K
Key Capital Management, INC 0.01% No change 161 $14K
Boreal Capital Management LLC 0.01% No change 160 $14K
Avion Wealth 0.00% No change 171 $14K
Integrity Financial Corp 0.01% Add +0.7% 142 $12K
Highline Wealth Partners LLC 0.00% Add +2.2% 140 $12K
Glen Eagle Advisors, LLC 0.00% No change 135 $12K
LRI Investments, LLC 0.00% Reduce -9.5% 134 $12K
Cornerstone Financial Management LLC 0.01% No change 132 $12K
Millstone Evans Group, LLC 0.01% No change 128 $11K
Key Financial Inc 0.00% No change 128 $11K
GAMMA Investing LLC 0.00% Add +200.0% 123 $11K
Nalls Sherbakoff Group, LLC 0.01% Reduce -40.1% 100 $9K
Hollencrest Capital Management 0.00% Add +2.2% 93 $8K
Vermillion Wealth Management, Inc. 0.00% Add +2.4% 86 $8K
JNBA Financial Advisors 0.00% Reduce -14.8% 75 $7K
Gilpin Wealth Management, LLC 0.00% No change 74 $6K
Pension & Wealth Management Advisors, Inc. 0.00% No change 74 $6K
Logan Capital Management Inc. 0.00% — 69 $6K
BankPlus Trust Department 0.00% No change 69 $6K
Blue Trust, Inc. 0.00% New 67 $6K
First Command Advisory Services, Inc. 0.00% Reduce -40.4% 62 $5K
PlanVest Financial, Inc 0.00% No change 59 $5K
Rosenberg Matthew Hamilton 0.00% No change 53 $5K
LifeSteps Financial, Inc. 0.00% New 50 $4K
JPL Wealth Management, LLC 0.00% No change 50 $4K
Decker Retirement Planning Inc. 0.00% No change 41 $4K
Motco 0.00% No change 39 $3K
Cape Investment Advisory, Inc. 0.00% New 37 $3K
Timbuktu Capital Management, LLC 0.00% — 36 $3K
Financial Consulate, Inc. 0.00% No change 36 $3K
First Horizon Corp. 0.00% No change 32 $3K
McGuire Capital Advisors Inc. 0.00% No change 30 $3K
Abound Wealth Management 0.00% No change 28 $2K
Sims Investment Management, LLC 0.00% New 27 $2K
Blueline Advisors LLC 0.00% No change 22 $2K
Compass Financial Management LLC 0.00% — 22 $2K
PFS Partners, LLC 0.00% No change 17 $1K
Prosperity Bancshares Inc 0.00% New 14 $1K
Eastern Bank 0.00% Reduce -17.6% 14 $1K
Kilter Group LLC 0.00% No change 6 $527
Buck Wealth Strategies, LLC 0.00% New 6 $526
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 5 $438
Alerus Financial NA 0.00% No change 4 $351
Pinnacle Wealth Planning Services, Inc. 0.00% New 4 $351
Spurstone Advisory Services, LLC 0.00% New 3 $262
Networth Advisors, LLC 0.00% No change 2 $179
Napier Financial, LLC 0.00% New 2 $175
Russell Investments Group, Ltd. 0.00% Reduce -99.3% 1 $88

"% 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.