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iShares MSCI EAFE Min Vol Factor ETF (EFAV) Institutional Ownership

iShares MSCI EAFE Min Vol Factor ETF logo
$89.02 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV)

Number of
Institutional Buyers
(last 12 months)
298
Total
Institutional Inflows
(last 12 months)
$456.34M
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$426.70M
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EFAV Institutional Buying and Selling by Quarter

iShares MSCI EAFE Min Vol Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Versant Capital Management Inc11,194$982K0.1%+1.9%0.017%
7/2/2026 CX Institutional434$38K0.0%-45.3%0.001%
6/18/2026Western Wealth Management LLC4,694$429K0.0%-5.9%0.007%
6/11/2026Three Bearings Fiduciary Advisors Inc.30,184$2.76M2.7%-2.3%0.046%
6/3/2026Parallel Advisors LLC3,739$342K0.0%-81.1%0.006%
6/3/2026NewEdge Advisors LLC64,759$5.92M0.0%-5.7%0.099%
5/27/2026Alpha Capital Advisors Inc. ADV84,872$7.76M7.4%+3.2%0.130%
5/26/2026Glenmede Trust Co. NA55,572$5.08M0.0%-18.2%0.085%
5/22/2026Segall Bryant & Hamill LLC5,098$462K0.0%N/A0.008%
5/22/2026Verus Capital Partners LLC4,244$388K0.0%-4.6%0.006%
5/19/2026Western Wealth Management LLC4,694$429K0.0%-5.9%0.007%
5/19/2026Bank of America Corp DE3,930,058$359.09M0.0%-1.6%6.018%
5/19/2026Centaurus Financial Inc.1,125$103K0.0%N/A0.002%
5/19/2026Ashton Thomas Securities LLC5,825$532K0.1%N/A0.009%
5/19/2026Arkadios Wealth Advisors24,903$2.28M0.0%-4.3%0.038%
5/18/2026Amundi350,799$32.05M0.0%-10.0%0.537%
5/18/2026EverSource Wealth Advisors LLC379$35K0.0%+203.2%0.001%
5/18/2026Royal Bank of Canada493,576$45.10M0.0%-0.8%0.756%
5/18/2026Estate Counselors LLC68,581$6.27M0.6%-0.3%0.105%
5/16/2026Quantinno Capital Management LP14,859$1.36M0.0%+9.5%0.023%
5/15/2026Gateway Wealth Partners LLC23,144$2.12M0.1%+112.2%0.035%
5/15/2026Waverly Advisors LLC3,147$288K0.0%+5.8%0.005%
5/14/2026Renaissance Technologies LLC4,100$375K0.0%-66.9%0.006%
5/14/2026Compound Planning Inc.14,264$1.30M0.0%+0.9%0.022%
5/14/2026Klingman & Associates LLC22,541$2.06M0.1%-0.7%0.035%
5/14/2026Sei Investments Co.669,093$61.14M0.1%+0.2%1.025%
5/14/2026Lido Advisors LLC12,777$1.17M0.0%+1.0%0.020%
5/13/2026Cetera Investment Advisers356,879$32.61M0.0%+2.5%0.547%
5/13/2026NewEdge Wealth LLC4,685$428K0.0%+6.7%0.007%
5/12/2026Bellwether Advisors LLC17,576$1.61M0.3%-1.9%0.027%
5/8/2026PNC Financial Services Group Inc.49,146$4.49M0.0%-2.8%0.075%
5/8/2026Cutler Investment Counsel LLC80,933$7.40M0.8%-5.3%0.124%
5/7/2026Parallel Advisors LLC3,739$342K0.0%-81.1%0.006%
5/6/2026Annis Gardner Whiting Capital Advisors LLC5,000$457K0.1%N/A0.008%
5/6/2026IMA Advisory Services Inc.37,209$3.40M0.3%-6.7%0.057%
5/6/2026Ceera Investments LLC4,090$374K0.2%+7.3%0.006%
5/6/2026Frontier Asset Management LLC25,802$2.36M0.5%N/A0.040%
5/6/2026Assetmark Inc.420,714$38.44M0.1%-2.1%0.644%
5/6/2026SteelPeak Wealth LLC3,648$333K0.0%+7.2%0.006%
5/6/2026Allspring Global Investments Holdings LLC582$53K0.0%N/A0.001%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

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5/6/2026Independent Financial Group LLC8,687$794K0.0%N/A0.013%
5/5/2026D.A. Davidson & CO.27,863$2.55M0.0%-2.5%0.043%
5/5/2026Bank of New York Mellon Corp21,131$1.93M0.0%-1.5%0.032%
5/5/2026Geneos Wealth Management Inc.213,922$19.55M0.5%+98.8%0.328%
5/5/2026Sanctuary Advisors LLC17,436$1.59M0.0%-7.8%0.027%
5/4/2026Archer Investment Corp503$46K0.0%-68.7%0.001%
5/4/2026Citizens National Bank Trust Department5,214$476K0.1%-8.4%0.008%
5/4/2026Hibernia Wealth Partners LLC8,784$803K0.2%+4.1%0.013%
5/2/2026Anchor Investment Management LLC67,369$6.16M0.5%+5.9%0.103%
5/2/2026Diversify Wealth Management LLC29,096$2.62M0.0%N/A0.045%
5/1/2026Citizens Financial Group Inc. RI14,386$1.31M0.0%-1.5%0.022%
5/1/2026Midwest Trust Co3,015$275K0.0%-9.3%0.005%
5/1/2026Fifth Third Bancorp111,122$10.15M0.0%+5,456.1%0.170%
5/1/2026Sequoia Financial Advisors LLC37,163$3.40M0.0%-16.4%0.057%
5/1/2026Mascoma Wealth Management LLC7,772$710K0.1%-4.3%0.012%
4/30/2026Mosaic Family Wealth Partners LLC8,280$757K0.1%-14.9%0.013%
4/30/2026Kestra Advisory Services LLC35,182$3.22M0.0%+15.7%0.054%
4/29/2026American Wealth Advisors LLC3,957$362K0.4%+6.7%0.006%
4/29/2026Integrated Advisors Network LLC4,574$418K0.0%+2.9%0.007%
4/28/2026Kathmere Capital Management LLC5,676$519K0.0%+31.1%0.009%
4/28/2026Whittier Trust Co.2,134$197K0.0%+30.6%0.003%
4/28/2026Berger Financial Group Inc20,000$1.83M0.1%-2.7%0.031%
4/28/2026Bravias Capital Group LLC2,194$200K0.1%N/A0.003%
4/27/2026Syntegra Private Wealth Group LLC4,007$366K0.0%+5.9%0.006%
4/27/2026World Investment Advisors58,288$5.33M0.1%-1.9%0.089%
4/27/2026Private Advisor Group LLC58,935$5.39M0.0%+28.7%0.090%
4/27/2026Y Intercept Hong Kong Ltd4,294$392K0.0%-58.1%0.007%
4/27/2026VAUGHAN & Co SECURITIES INC.31,237$2.85M1.5%-1.5%0.048%
4/27/2026Elevation Point Wealth Partners LLC2,256$206K0.0%N/A0.003%
4/25/2026Livet Wealth LLC4,417$404K0.3%-3.5%0.007%
4/25/2026Physician Wealth Advisors Inc.33,362$3.05M0.4%-3.0%0.051%
4/24/2026Global Trust Asset Management LLC750$69K0.0%+50.0%0.001%
4/23/2026Premier Path Wealth Partners LLC8,026$733K0.1%-4.5%0.012%
4/23/2026Caliber Wealth Management LLC KS3,797$347K0.0%-9.0%0.006%
4/23/2026EWA LLC4,522$413K0.1%+7.7%0.007%
4/23/2026Apollon Wealth Management LLC2,584$236K0.0%-4.6%0.004%
4/22/2026TPG Advisors LLC16,436$1.50M0.9%-6.0%0.025%
4/22/2026Janney Montgomery Scott LLC14,724$1.35M0.0%-9.6%0.023%
4/21/2026Armbruster Capital Management Inc.221,426$20.23M3.3%+1.0%0.339%
4/21/2026Foster & Motley Inc.10,846$991K0.1%-6.3%0.017%
4/21/2026Silver Oak Securities Incorporated14,380$1.31M0.1%N/A0.022%
4/20/2026Kestra Private Wealth Services LLC3,880$354K0.0%-4.0%0.006%
4/20/2026Breakwater Capital Group19,516$1.78M0.2%+0.6%0.030%
4/20/2026Friedenthal Financial22,482$2.05M1.0%-1.3%0.034%
4/20/2026Apella Capital LLC55,707$5.20M0.1%-10.5%0.085%
4/17/2026AdvisorNet Financial Inc4,059$371K0.0%+34.9%0.006%
4/17/2026Baker Ellis Asset Management LLC11,950$1.09M0.1%-1.6%0.018%
4/17/2026Summit Wealth Partners LLC3,787$346K0.1%-6.6%0.006%
4/17/2026Ocean Park Asset Management LLC99,751$9.11M0.5%N/A0.153%
4/17/2026Capital Advisors Ltd. LLC15,236$1.39M0.2%+2.5%0.023%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
4/17/2026Brookstone Capital Management225,983$20.65M0.2%+3.4%0.346%
4/16/2026Evolve Private Wealth LLC3,635$332K0.0%+11.4%0.006%
4/16/2026Founders Financial Securities LLC66,432$6.21M0.4%-24.7%0.102%
3/20/2026Purpose Unlimited Inc.162,147$13.99M0.6%N/A0.248%
3/17/2026Rockefeller Capital Management L.P.48,498$4.18M0.0%+16.4%0.074%
3/9/2026Corient Private Wealth LLC12,357$1.07M0.0%+17.6%0.019%
3/4/2026Compass Financial Group Inc. Ohio37,764$3.26M2.4%N/A0.058%
3/4/2026Rehmann Capital Advisory Group34,067$3.08M0.2%-5.3%0.052%
3/4/2026Keenan LLC10,417$898K0.8%N/A0.016%
2/27/2026Arwa LLC3,307$285K0.2%N/A0.005%


EFAV Institutional Ownership - Frequently Asked Questions

During the previous two years, 536 institutional investors and hedge funds held shares of iShares MSCI EAFE Min Vol Factor ETF. The most heavily invested institutionals were FMR LLC ($737.69M), Bank of America Corp DE ($359.09M), Morgan Stanley ($199.25M), Wharton Business Group LLC ($151.93M), Northwestern Mutual Wealth Management Co. ($99.66M), Envestnet Asset Management Inc. ($88.32M), and LPL Financial LLC ($77.42M).Learn more on iShares MSCI EAFE Min Vol Factor ETF's institutional investors.

Of the 424 institutional investors that purchased iShares MSCI EAFE Min Vol Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($852.27K), Jane Street Group LLC ($709.19K), Portfolio Design Labs LLC ($544.92K), Wharton Business Group LLC ($459.44K), Ascent Group LLC ($429.12K), Assetmark Inc. ($315.30K), and Ameriprise Financial Inc. ($265.48K).

Institutional investors have bought a total of 5,353,198 shares in the last 24 months. This purchase volume represents approximately $456.34M in transactions.

Of the 230 institutional investors that sold iShares MSCI EAFE Min Vol Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northwestern Mutual Wealth Management Co. ($972.79K), Envestnet Asset Management Inc. ($530.65K), Bank of America Corp DE ($442.93K), Ascent Group LLC ($301.75K), Wealth Advisors of Iowa LLC ($251.73K), Ameriprise Financial Inc. ($246.20K), and Mercer Global Advisors Inc. ADV ($129.43K).

Institutional investors have sold a total of 4,983,494 shares in the last 24 months. This volume of shares sold represents approximately $426.70M in transactions.



This page (BATS:EFAV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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