13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
EFAV

ISHARES MSCI EAFE MIN VOL FA

567 institutions still hold ISHARES MSCI EAFE MIN VOL FA as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46429B689·Exchange Traded Fund·567 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.0%
vs prior quarter
13F value held
$2.7B
62.0% inst. owned
of float
Holders
567
+98 QoQ
filers reporting
Activity
+30 / −84
+837 added · −774 reduced
this quarter
Concentration
26.05%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

567 institutions reported EFAV in Q1 2026. FMR LLC leads at 26.1% of the visible book. +98 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$697M7.6M0.04%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$359M3.9M0.03%Q1 202603
BlackRock, Inc.
CIK 0002012383
$327M3.6M0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$226M2.5M0.01%Q1 202605
Wharton Business Group, LLC
CIK 0001513126
$157M1.7M5.92%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$109M1.2M0.07%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$95M1.0M0.03%Q1 202608
LPL Financial LLC
CIK 0001403438
$87M948K0.02%Q1 202609
Financial Engines Advisors L.L.C.
CIK 0001420473
$70M768K0.14%Q1 202610
SECURIAN ASSET MANAGEMENT, INC
CIK 0001035350
$64M703K2.54%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$63M688K0.01%Q1 202612
UBS Group AG
CIK 0001610520
$63M685K0.01%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$61M672K0.01%Q1 202614
SEI INVESTMENTS CO
CIK 0000350894
$61M669K0.06%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$49M531K0.01%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$45M494K0.01%Q1 202617
ASSETMARK, INC
CIK 0001344551
$37M430K0.08%Q4 202518
Creative Planning
CIK 0001540235
$37M401K0.02%Q1 202619
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$36M397K0.05%Q1 202620
Summit Financial, LLC
CIK 0001765536
$34M374K0.44%Q1 2026
Page 1 of 29
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