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Who Owns iShares MSCI EAFE Min Vol Factor ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares MSCI EAFE Min Vol Factor ETF.

Who crossed 5% of EFAV →
Managers holding
25
as of 2026-09-30
Reported value
$18.9M
summed across filings
Shares held
207.7K
Added vs trimmed
3 / 10
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Apella Capital, LLCMSCI EAFE MIN VL49.6K shtrimmed$4.5M
Prism Advisors, Inc.SH BEN INT30.2K shtrimmed$2.8M
McNaughton Wealth Management, LLCMSCI EAFE MIN VL20.1K shtrimmed$1.8M
Harpswell Capital Advisors, LLCMSCI EAFE MIN VL19.9K sh—$1.8M
Breakwater Capital GroupMSCI EAFE MIN VL18.9K shtrimmed$1.7M
Peterson Wealth Advisors, LLCMSCI EAFE MIN VL16K shtrimmed$1.5M
Shira Ridge Wealth ManagementMSCI EAFE MIN VL11.1K shtrimmed$1M
TOMPKINS FINANCIAL CORPMSCI EAFE MIN VL9.7K shheld$880.9K
Farther Finance Advisors, LLCETF8.4K shadded$766.1K
Insight Wealth Strategies, LLCMSCI EAFE MIN VL4.2K shheld$380.9K
Veery Capital, LLCMSCI EAFE MIN VL3.5K shadded$315.3K
Wedmont Private CapitalMSCI EAFE MIN VL3.2K shheld$287.7K
Invariant Investment ManagementMSCI EAFE MIN VL2.9K shtrimmed$265.7K
Apeiron RIA LLCMSCI EAFE MIN VL2.8K shtrimmed$255.4K
Graves Light Lenhart Wealth, Inc.MSCI EAFE MIN VL2.6K shheld$234.5K
Balefire, LLCMSCI EAFE MIN VL2.5K sh—$231.7K
ELEVATION WEALTH PARTNERS, LLCMSCI EAFE MIN VL614 shheld$55.9K
Bullock Wealth Management GroupETF414 shadded$37.5K
CoreCap Advisors, LLCETF411 shtrimmed$37.5K
Wealth Enhancement Trust Services, Inc.MSCI EAFE MIN VL319 shheld$29.1K
FIRST COMMUNITY TRUST NAMSCI EAFE MIN VL188 shheld$17.1K
GAMMA Investing LLCETF121 shtrimmed$11K
Rosenberg Matthew HamiltonETF53 shheld$4.8K
Grove Bank & TrustMSCI EAFE MIN VL51 sh—$4.6K
EASTERN BANKMSCI EAFE MIN VL14 shheld$1.3K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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