EFAV institutional holders

iShares MSCI EAFE Min Vol Factor ETF · 551 reporting institutions · $3.5B reported value

Funds that can replace EFAV · EFAV return decomposition

Institutional holdings

Institutions reporting EFAV, largest first
InstitutionReported positionAdvisors at firmReport period
Fmr LLC$641.7M02026-06-30
Bank of America Corp /de$320.2M02026-06-30
Blackrock, Inc.$320.1M02026-06-30
Morgan Stanley$231.1M23,1852026-06-30
Wharton Business Group, LLC$146.6M32026-06-30
Northwestern Mutual Wealth Management Co$96.4M02026-06-30
Envestnet Pmc$90.9M602026-06-30
Lpl Financial LLC$81.8M23,4582026-06-30
Edelman Financial Engines$68.4M7222026-06-30
Securian Asset Management, Inc$64M02026-06-30
UBS Group AG$59.9M02026-06-30
Sei Investments Co$59.6M02026-06-30
Wells Fargo & Company/mn$57.1M02026-06-30
Raymond James Financial Inc$55.8M02026-06-30
Ameriprise Financial Inc$50.5M02026-06-30
Royal Bank of Canada$42.8M02026-06-30
Assetmark, Inc$37.2M2202026-06-30
Mercer Global Advisors Inc /adv$33.5M02026-06-30
Summit Financial, LLC$33M2292026-06-30
Amundi$32.9M02026-06-30
Creative Planning$32.7M1,1712026-06-30
Cetera Investment Advisers$31.9M10,3702026-06-30
Alliancebernstein LP$29.3M5172026-06-30
Facet Wealth, Inc.$26.8M952026-06-30
Commonwealth Equity Services, LLC$26M2,8632026-06-30
Burt Wealth Advisors$23.5M02025-09-30
Jones Financial Companies LLLP$20.5M02026-06-30
Armbruster Capital Management, Inc.$20.1M62026-06-30
Geneos Wealth Management, Inc.$18.4M1932026-06-30
Brookstone Capital Management$18M3372026-06-30
Kestra Advisory Services, LLC$16.9M1,4792026-06-30
Portfolio Design Labs, LLC$14.9M12026-06-30
Osaic Holdings, Inc.$14.8M02026-06-30
Provise Management Group, LLC$14M192026-06-30
Symmetry Partners, LLC$13.7M232026-06-30
Ledyard National Bank$13.4M02026-06-30
Merit Financial Group, LLC$13.1M2952026-06-30
Anderson Hoagland & Co$13M72026-06-30
Mariner, LLC$12.2M02026-06-30
The Ascent Group, LLC$11M202026-06-30
Caisse de Depot Et Placement Du Quebec$10.7M02026-06-30
MML Investors Services, LLC$10.5M5,1202026-06-30
Glenmede Trust Co NA$10.2M62026-06-30
Principal Securities, Inc.$10M1,4632026-06-30
Magnus Financial Group LLC$9.9M102026-06-30
Baird Financial Group, Inc.$9.7M02026-06-30
Comerica Bank$9.4M02025-12-31
Fifth Third Bancorp$9.3M02026-06-30
Jpmorgan Chase & Co$9.3M02026-06-30
Captrust Financial Advisors$9.1M9622026-06-30
Truist Financial Corp$8.9M02026-06-30
Trustmark Bank Trust Department$8.3M02026-06-30
Choreo, LLC$8.1M1482026-06-30
Stifel Financial Corp$7.6M02026-06-30
Asset Management Group, Inc.$7.4M22026-06-30
Alpha Capital Advisors Inc /adv$7.4M32026-06-30
Yeomans Consulting Group, Inc.$7.1M02025-12-31
Cutler Investment Counsel LLC$7M212026-06-30
Kayne Anderson Rudnick Investment Management LLC$7M362026-06-30
Mission Creek Capital Partners, Inc.$7M92026-06-30
Hightower Advisors, LLC$6.8M1,0462026-06-30
Captrust Wealth Advisors$6.7M202026-06-30
Estate Counselors, LLC$6.5M52026-06-30
Anchor Investment Management, LLC$6.2M62026-03-31
Bank of Montreal /can$6M02026-06-30
Founders Financial Securities LLC$5.8M1172026-06-30
Horizon Investments, LLC$5.8M272026-06-30
Focus Partners Wealth$5.6M1,0482026-06-30
Tudor Investment Corp Et Al$5.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$5.5M1,0262026-06-30
World Investment Advisors$5.3M3592026-06-30
Compass Financial Group, Inc. (ohio)$5.2M22026-06-30
Newedge Advisors$5.1M6012026-06-30
Aspiriant, LLC$4.9M732026-06-30
Integrated Wealth Concepts LLC$4.8M4802026-06-30
Tcv Trust & Wealth Management, Inc.$4.8M02026-06-30
Apella Capital, LLC$4.7M1042026-06-30
Rwa Wealth Partners, LLC$4.6M722026-06-30
Private Advisor Group, LLC$4.6M9272026-06-30
Wealth Advisors of Iowa, LLC$4.5M112026-06-30
Strategic Blueprint, LLC$4.4M552026-06-30
PNC Financial Services Group, Inc.$4.3M02026-06-30
Rockefeller Capital Management LP$4M3462026-06-30
Advisory Services Network$3.9M2532026-06-30
Cwm, LLC$3.9M6672026-03-31
Savant Wealth Management$3.8M4052026-06-30
Rehmann Capital Advisory Group$3.8M422026-06-30
Samalin Investment Counsel, LLC$3.5M82026-06-30
Mai Capital Management$3.5M3082026-06-30
Mutual Advisors, LLC$3.5M1532026-06-30
United Capital Financial Advisors, LLC$3.5M1662026-06-30
Corsicana & Co.$3.3M02026-06-30
Shore Point Advisors, LLC$3.3M102026-06-30
Transamerica Financial Advisors, LLC$3.2M1,0972026-06-30
Ima Advisory Services, Inc.$3.2M482026-06-30
Bridgeport Financial Solutions$3M132026-06-30
Rakuten Investment Management, Inc.$2.9M02026-06-30
Physician Wealth Advisors, Inc.$2.9M92026-06-30
Vaughan & Co Securities, Inc.$2.7M22026-06-30
Rhs Financial, LLC$2.7M22026-06-30
Morganrosel Wealth Management, LLC$2.7M22026-06-30
Onedigital Investment Advisors LLC$2.7M3862026-06-30
Umb Bank, N.A.$2.7M02026-06-30
Prism Advisors, Inc.$2.7M52026-06-30
Mgo One Seven LLC$2.7M1182026-06-30
Susquehanna International Group, LLP$2.6M02026-06-30
Three Bearings Fiduciary Advisors, Inc.$2.5M22026-06-30
Sequoia Financial Group, LLC$2.5M2582026-06-30
Sanctuary Advisors, LLC$2.5M4012026-06-30
Cerity Partners LLC$2.5M7772026-06-30
D.A. Davidson & Co.$2.4M6892026-06-30
Beacon Pointe Advisors, LLC$2.4M4662026-06-30
Iht Wealth Management LLC$2.4M1592026-06-30
Mather Group, Llc.$2.4M1102026-06-30
Brickley Wealth Management$2.4M62026-06-30
Fortune Financial Advisors, LLC$2.3M52026-06-30
Frontier Asset Management, LLC$2.3M92026-06-30
Shufro Rose & Co LLC$2.3M122026-06-30
Concurrent Investment Advisors, LLC$2.3M3492026-06-30
Ausdal Financial Partners, Inc.$2.2M1892026-06-30
J.W. Cole Advisors, Inc.$2.2M4992026-06-30
Focus Partners Advisor Solutions, LLC$2.2M422026-06-30
Arkadios Wealth Advisors$2.2M2262026-06-30
&partners$2.1M5552026-06-30
Seia$2M1412026-06-30
Cgn Advisors LLC$2M362026-06-30
Friedenthal Financial, LLC$1.9M42026-06-30
Bank of New York Mellon Corp$1.9M02026-06-30
Klingman & Associates, LLC$1.9M92026-06-30
Brown Wealth Management, LLC$1.8M62026-06-30
McNaughton Wealth Management, LLC$1.8M42026-06-30
Global Assets Advisory, LLC$1.8M302026-06-30
Sageview Advisory Group, LLC$1.7M942026-06-30
Jane Street Group, LLC$1.7M02026-06-30
Stratos Wealth Partners, Ltd.$1.7M3862026-06-30
Breakwater Capital Group$1.7M52026-06-30
Bleakley Financial Group, LLC$1.6M1242026-06-30
Hb Wealth Management, LLC$1.6M1692026-06-30
Berger Financial Group, Inc$1.6M512026-06-30
Sawgrass Asset Management LLC$1.6M92026-06-30
Bell Investment Advisors, Inc$1.6M92026-06-30
Bellwether Advisors, LLC$1.6M82026-06-30
Kathleen S. Wright Associates Inc.$1.6M02025-09-30
Focus Financial$1.5M1212026-06-30
Quantinno Capital Management LP$1.5M02026-06-30
Valley Forge Investment Consultants Inc Adv$1.5M02026-06-30
Cva Family Office, LLC$1.5M82026-06-30
Roof Eidam Maycock Peralta, LLC$1.5M52026-06-30
Foster Victor Wealth Advisors, LLC$1.4M202026-06-30
Prime Capital Financial$1.4M2652026-06-30
Peterson Wealth Advisors, LLC$1.4M142026-06-30
Tpg Advisors LLC$1.4M42026-06-30
Steward Partners Investment Advisory, LLC$1.4M4812026-06-30
Hbk Sorce Advisory LLC$1.4M732026-06-30
Tacita Capital Inc$1.4M02026-06-30
Aznar Financial Advisors, LLC$1.3M02025-12-31
Moneco Advisors, LLC$1.3M502026-06-30
Citizens Financial Group Inc/ri$1.3M02026-06-30
Carr Financial Group Corp$1.3M62026-06-30
Sax Wealth Advisors, LLC$1.3M422026-06-30
Tempo Wealth$1.3M72026-06-30
Foster Group, Inc.$1.3M582026-06-30
Magnolia Capital Advisors LLC$1.3M162026-06-30
Tsg Advice Partners, LLC$1.3M112026-03-31
Compound Planning, Inc.$1.3M752026-06-30
Fifth Third Securities, Inc.$1.3M1,0142026-06-30
Ibex Wealth Advisors, LLC$1.2M82026-06-30
Waldron Private Wealth$1.2M422026-06-30
Prospera Financial Services, Inc.$1.2M2702026-06-30
Equitable Holdings, Inc.$1.1M02026-06-30
Lido Advisors, LLC$1.1M3202026-06-30
Perigon Wealth Management, LLC$1.1M922026-06-30
Clear Wave Wealth Management LLC$1.1M22026-06-30
Global Retirement Partners LLC$1.1M4912026-06-30
Gateway Wealth Partners, LLC$1.1M1012026-06-30
Great Valley Advisor Group, LLC$1.1M2052026-06-30
Corient Private Wealth LP$1.1M6742026-06-30
O'Shaughnessy Asset Management, LLC$1M582026-06-30
Baker Ellis Asset Management LLC$1M52026-06-30
Round Rock Advisors LLC$1M102026-06-30
Evergreen Capital Management LLC$1M282026-06-30
Cfg Wealth Management Services Inc$996.6K22026-06-30
Versant Capital Management, Inc.$981.8K112026-06-30
Shira Ridge Wealth Management$974.6K42026-06-30
Ellis Investment Partners, LLC$968.4K182026-06-30
Clark Asset Management, LLC$947.2K72026-06-30
Cfs Investment Advisory Services LLC$944.2K102026-06-30
Sweeney & Michel, LLC$929K32026-06-30
Joel Isaacson & Co., LLC$917K152026-06-30
Clearstead; Clearstead Advisory Solutions$901.1K642026-06-30
Stock Yards Bank & Trust Co$896.3K02026-06-30
Allworth Financial, LP$889.1K3172026-06-30
Sky-Mountain Capital Management, Inc.$887.6K22026-06-30
Envestnet Portfolio Solutions, Inc.$877.3K32026-06-30
Diversify Advisory Services, LLC$873.2K1162026-06-30
Diversify Wealth Management, LLC$873.2K782026-06-30
Lexington Hill Partners, LLC$861.3K62026-06-30
Tompkins Financial Corp$848K02026-06-30
Wealthspire Advisors, LLC$846.6K2372026-06-30
Rea Wealth Management$843.5K112026-06-30
Seeds Investor LLC$826.1K32026-06-30
Pfg Advisors$819.5K832026-06-30
Keeler & Nadler Financial Planning & Wealth Management$817.1K82026-06-30
Stephens Inc /ar$815.1K2432026-06-30
Arcus Capital Partners, LLC$814.4K62026-06-30
Empirical Asset Management, LLC$813.9K122026-06-30
Wesbanco Investment Department$804K12026-06-30
Independent Financial Group, LLC$796.5K4812026-06-30
Private Advisory Group LLC$786.5K182026-06-30
Spirepoint Private Client, LLC$782.4K92026-06-30
Patriot Investment Management Group, Inc.$768.6K152026-06-30
Ifg Advisory, LLC$742.8K1102026-06-30
Farther Finance Advisors, LLC$727.6K3342026-06-30
Composition Wealth, LLC$726.8K762026-06-30
Tolleson Wealth Management, Inc.$717.2K02026-06-30
Bogart Wealth, LLC$713.7K242026-06-30
Franklin Resources Inc$709.7K02026-06-30
Venturi Wealth Management, LLC$704.4K202026-06-30
Fiduciary Trust Co$702.9K02026-06-30
Cornerstone Wealth Management, LLC$692K02026-06-30
Portland Financial Advisors Inc$687.3K12026-06-30
Harbour Investments, Inc.$684.5K2472026-06-30
Black Diamond Financial, LLC$681.9K122026-06-30
Fiduciary Financial Group, LLC$679.2K92026-06-30
Hilltop Partners LLC$672.4K82026-06-30
Essex Financial Services, Inc.$671.6K332026-06-30
Cowa, LLC$657.5K52026-06-30
Aqr Capital Management LLC$644.8K12026-06-30
Heck Capital Advisors, LLC$642.2K242026-06-30
Arax Advisory Partners$639.9K2322026-06-30
Pacific Center for Financial Services$637.9K52026-06-30
Moulton Wealth Management, Inc$632.4K32026-06-30
Vise Technologies, Inc.$631.9K02026-06-30
Savvy Advisors, Inc.$628.9K2142026-06-30
Lantz Financial LLC$622.3K72026-06-30
Level Four Advisory Services$619.8K1412026-06-30
Mosaic Family Wealth Partners, LLC$619.2K192026-06-30
Counterweight Ventures, LLC$619.1K22026-06-30
1900 Wealth$615.6K182026-06-30
Mascoma Wealth Management$614.7K112026-06-30
Woodmont Investment Counsel LLC$610.8K92026-06-30
Financial Perspectives, Inc$591.7K152026-06-30
Premier Path Wealth Partners, LLC$591.5K72026-06-30
Relyea Zuckerberg Hanson LLC$575.5K72026-06-30
Keystone Financial Group$569.8K342026-06-30
Pallas Capital Advisors, LLC$568.5K272026-06-30
Creekside Partners$561K22026-06-30
CIBC World Market Inc.$557.8K02026-06-30
Kathmere Capital Management, LLC$553.5K172026-06-30
Wolff Financial Management LLC$549.9K42026-06-30

The 250 largest of 551 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30