ISHARES MSCI EAFE MIN VOL FA EFAV
$89.02
+2.1% 52w: $79.16 – $93.11
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data79.1686.1493.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
538
+0 QoQ
13F value
$3.74B
+3.5% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$283K calls / — puts
Institutional value by quarter
Number of holders
Who owns EFAV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 7.6M | $697.3M | 0.0% | -4.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.9M | $359.1M | 0.0% | -1.6% |
| BlackRock, Inc. | Index provider | 3.6M | $326.6M | 0.0% | -10.8% |
| MORGAN STANLEY | Bank broker | 2.5M | $226.0M | 0.0% | +7.1% |
| Wharton Business Group, LLC | Wealth advisor | 1.7M | $156.6M | 5.9% | -2.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.2M | $109.2M | 0.1% | +3.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.0M | $94.8M | 0.0% | +7.1% |
| LPL Financial LLC | Bank broker | 948.3K | $86.6M | 0.0% | +5.7% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 768.4K | $70.2M | 0.1% | -3.6% |
| SECURIAN ASSET MANAGEMENT, INC | Other | 702.8K | $64.2M | 2.5% | -12.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 688.0K | $62.9M | 0.0% | -2.3% |
| UBS Group AG | Bank broker | 685.0K | $62.6M | 0.0% | +7.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 672.2K | $61.4M | 0.0% | +7.3% |
| SEI INVESTMENTS CO | Diversified mechanical | 669.1K | $61.1M | 0.1% | +0.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 531.5K | $48.6M | 0.0% | +14.8% |
| ROYAL BANK OF CANADA | Bank broker | 493.6K | $45.1M | 0.0% | -0.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 433.2K | $39.6M | 0.1% | +0.5% |
| ASSETMARK, INC | Wealth advisor | 420.7K | $38.4M | 0.1% | -2.1% |
| Creative Planning | Wealth advisor | 401.0K | $36.6M | 0.0% | +2.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 397.2K | $36.3M | 0.1% | -10.8% |
| Summit Financial, LLC | Wealth advisor | 374.3K | $34.2M | 0.4% | +0.7% |
| Cetera Investment Advisers | Wealth advisor | 356.9K | $32.6M | 0.0% | +2.5% |
| Amundi | Diversified mechanical | 350.8K | $32.1M | 0.0% | -10.0% |
| Facet Wealth, Inc. | Wealth advisor | 301.1K | $27.5M | 0.5% | +0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 295.8K | $27.0M | 0.0% | -3.5% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 313.1K | $27.0M | 0.0% | -1.9% |
| Brookstone Capital Management | Wealth advisor | 226.0K | $20.6M | 0.2% | +3.4% |
| Armbruster Capital Management, Inc. | Wealth advisor | 221.4K | $20.2M | 3.3% | +1.0% |
| Geneos Wealth Management Inc. | Wealth advisor | 213.9K | $19.5M | 0.5% | +98.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 207.2K | $18.4M | 0.0% | +13.8% |
| Penserra Capital Management LLC | Diversified mechanical | 197.7K | $18.1M | 0.2% | New |
| Lester Murray Antman dba SimplyRich | Other | 186.3K | $17.0M | 4.4% | -2.4% |
| Portfolio Design Labs, LLC | Other | 174.5K | $15.9M | 2.8% | -1.0% |
| Mariner, LLC | Diversified mechanical | 158.3K | $14.5M | 0.0% | +4.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 155.2K | $14.2M | 0.0% | -18.7% |
| Ledyard National Bank | Other | 152.0K | $13.9M | 1.2% | +1.6% |
| ANDERSON HOAGLAND & CO | Wealth advisor | 147.8K | $13.5M | 1.2% | +0.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 144.7K | $13.2M | 0.0% | -8.5% |
| Symmetry Partners, LLC | Wealth advisor | 140.5K | $12.8M | 0.7% | +5.4% |
| Horizon Investments, LLC | Diversified mechanical | 132.7K | $12.1M | 0.1% | +50.9% |
| Vestcor Inc | Diversified mechanical | 132.0K | $12.1M | 0.3% | -42.6% |
| Merit Financial Group, LLC | Wealth advisor | 129.4K | $11.8M | 0.1% | +88.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 127.8K | $11.7M | 0.0% | -1.6% |
| Ascent Group, LLC | Wealth advisor | 127.2K | $11.6M | 0.4% | -0.1% |
| ProVise Management Group, LLC | Other | 120.4K | $11.0M | 0.8% | +0.8% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 115.6K | $10.6M | 0.2% | +1.9% |
| FIFTH THIRD BANCORP | Diversified mechanical | 111.1K | $10.2M | 0.0% | +5456.1% |
| Magnus Financial Group LLC | Wealth advisor | 110.3K | $10.1M | 0.8% | -1.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 104.7K | $9.6M | 0.0% | -29.0% |
| Baird Financial Group, Inc. | Diversified mechanical | 102.0K | $9.3M | 0.0% | +13.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.