EFAV · iShares MSCI EAFE Min Vol Factor ETF ETF
$94.78
-0.38 (-0.40%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $1,204,608
Total Shares: 13,734
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
87.7%
−12.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,816
Highly concentrated−2,184
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count:
+2
Institutional value:
+9888.5%
Shares held:
+10304.5%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 12,040 | $1,056,028 | |
| Mid Parkside Financial Bank & Trust | 1,562 | $137,003 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC EFAV | $1,056,028 | 87.67% | 12,040 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank EFAV | $137,003 | 11.37% | 1,562 | Shares | 2026-09-04 | |
| Small Cornerstone Financial Management LLC EFAV | $11,577 | 0.96% | 132 | Shares | 2026-08-28 |