iShares MSCI Eafe Value ETFEFVETF
13F holders, Q2 2026 (June 30)1,251holders −15
80new positions
94sold out
4famous investors
$76.52avg. 13F price*
At the end of Q2 2026, 1,251 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, down 15 from Q1 2026. 80 opened new positions and 94 sold out. The largest holders were Envestnet Asset Management Inc. ($2.5B), FMR LLC ($1.3B) and US Bancorp \de ($1.1B). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares MSCI Eafe Value ETF
- CUSIP
- 464288877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $77.9M |
| Exits | 94 | $374.3M |
All 13F filers, Q1 2026 → Q2 2026: 12,936,799 shares bought and 84,318,237 shares sold, net −71,381,438 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,251 holders
| Envestnet Asset Management Inc. | 0.58% | Reduce -45.9% | 32,274,634 | $2.5B |
| FMR LLC | 0.06% | Add +2.6% | 17,424,650 | $1.3B |
| US Bancorp \de | 1.18% | Add +1.2% | 14,137,778 | $1.1B |
| LPL Financial LLC | 0.23% | Reduce -35.3% | 13,493,721 | $1.0B |
| JPMorgan Chase & Co. | 0.05% | Reduce -19.3% | 10,814,234 | $828.0M |
| Bank of America Corp. | 0.05% | Reduce -7.5% | 9,571,701 | $732.7M |
| Morgan Stanley | 0.04% | Reduce -22.8% | 9,234,472 | $706.9M |
| Jones Financial Companies LLLP | 0.23% | Add +1.4% | 7,542,634 | $574.2M |
| Dynasty Wealth Management, LLC | 2.67% | Add +33.4% | 4,699,261 | $359.7M |
| Ameriprise Financial Inc. | 0.07% | Reduce -34.1% | 4,537,921 | $347.3M |
| Alliancebernstein L.P. | 0.10% | Add +9.9% | 4,200,484 | $312.3M |
| Auto-Owners Insurance Co | 6.85% | Reduce -13.6% | 3,963,000 | $303.4M |
| Park Avenue Securities LLC | 1.66% | Reduce -40.9% | 3,462,556 | $265.1M |
| UBS Group AG | 0.04% | Reduce -5.4% | 3,062,333 | $234.4M |
| RiverFront Investment Group, LLC | 3.01% | Add +5.9% | 2,969,235 | $227.3M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -5.0% | 2,891,846 | $221.4M |
| Baird Financial Group, Inc. | 0.28% | Reduce -1.7% | 2,670,449 | $204.4M |
| MML Investors Services, LLC | 0.41% | Reduce -33.6% | 2,615,105 | $200.2M |
| Royal Bank of Canada | 0.03% | Reduce -10.4% | 2,419,152 | $185.2M |
| Hamilton Capital, LLC | 8.99% | Reduce -1.0% | 2,371,555 | $181.5M |
| Wells Fargo & Company | 0.03% | Reduce -13.1% | 2,194,843 | $168.0M |
| Signature Estate & Investment Advisors LLC | 3.01% | Add +0.3% | 2,182,943 | $167.1M |
| OpenArc Corporate Advisory, LLC | 1.98% | Add +47.2% | 2,176,670 | $166.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.57% | Reduce -3.8% | 2,172,399 | $166.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.39% | Add +6.3% | 2,134,694 | $163.4M |
| Cetera Investment Advisers | 0.15% | Reduce -45.7% | 2,126,809 | $162.8M |
| Hackensack Meridian Health, Inc. | 10.86% | Add +146.3% | 2,101,000 | $160.8M |
| Raymond James Financial Inc. | 0.04% | Reduce -5.2% | 2,088,167 | $159.8M |
| Sagespring Wealth Partners, LLC | 2.45% | Add +26.4% | 2,080,637 | $159.3M |
| BlackRock, Inc. | 0.00% | Reduce -13.2% | 1,950,110 | $149.3M |
| Mariner, LLC | 0.15% | Add +112.9% | 1,892,172 | $144.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.9% | 1,829,754 | $140.1M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Reduce -58.0% | 1,783,999 | $136.6M |
| Composition Wealth, LLC | 1.54% | Reduce -16.9% | 1,718,610 | $131.6M |
| Savant Capital, LLC | 0.35% | Add +26.5% | 1,522,673 | $118.3M |
| Merit Financial Group, LLC | 0.72% | Reduce -35.7% | 1,524,185 | $116.7M |
| Natixis Advisors, LLC | 0.13% | Add +49.5% | 1,516,211 | $116.1M |
| Focus Partners Wealth | 0.11% | Reduce -7.2% | 1,353,068 | $103.6M |
| Osaic Holdings, Inc. | 0.12% | Add +7.6% | 1,330,566 | $101.9M |
| Truist Financial Corp. | 0.12% | Reduce -45.2% | 1,312,054 | $100.4M |
| Janney Montgomery Scott LLC | 0.19% | Reduce -51.8% | 1,300,382 | $99.5M |
| Modera Wealth Management, LLC | 1.05% | Reduce -3.8% | 1,284,516 | $98.3M |
| Alesco Advisors, LLC, An ESL Co | 2.25% | Reduce -1.1% | 1,283,914 | $98.3M |
| M&T Bank Corp | 0.28% | Reduce -1.4% | 1,236,800 | $94.7M |
| NewEdge Advisors, LLC | 0.28% | Reduce -49.4% | 1,235,409 | $94.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -53.4% | 1,157,058 | $88.6M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -26.4% | 1,086,906 | $83.2M |
| Beacon Pointe Advisors, LLC | 0.38% | Add +10.9% | 1,070,367 | $81.9M |
| Aspiriant, LLC | 2.01% | Reduce -0.8% | 1,061,079 | $81.2M |
| Sanctuary Advisors, LLC | 0.37% | Reduce -40.9% | 1,040,740 | $79.7M |
| OneDigital Investment Advisors LLC | 0.66% | Reduce -47.1% | 1,016,945 | $77.8M |
| Sofi Wealth, LLC | 3.11% | Add +5.6% | 1,010,564 | $77.4M |
| Foundations Investment Advisors, LLC | 0.73% | Reduce -52.8% | 925,724 | $70.9M |
| AE Wealth Management LLC | 0.32% | Reduce -2.5% | 906,149 | $69.4M |
| Financial Synergies Wealth Advisors, Inc. | 5.69% | Reduce -2.4% | 877,262 | $67.2M |
| Pacific Life Fund Advisors LLC | 7.18% | Add +85.2% | 852,714 | $65.3M |
| Mercer Global Advisors Inc. | 0.08% | Add +47.6% | 832,940 | $63.8M |
| Brave Asset Management Inc. | 13.43% | Add +11.2% | 820,429 | $62.8M |
| Cary Street Partners Financial LLC | 1.33% | Add +11.3% | 814,245 | $60.9M |
| Citadel Advisors | 0.03% | Add +143.2% | 774,251 | $59.3M |
| Stifel Financial Corp. | 0.05% | Reduce -39.8% | 769,246 | $58.9M |
| Pathstone Holdings, LLC | 0.16% | Reduce -15.4% | 735,092 | $56.3M |
| Cerity Partners LLC | 0.07% | Reduce -29.8% | 732,006 | $56.0M |
| JB Capital LLC | 1.83% | Reduce -57.1% | 691,188 | $52.9M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +68.1% | 637,522 | $48.8M |
| Prosperity Consulting Group, LLC | 1.81% | Add +8.1% | 626,287 | $47.9M |
| Focus Partners Advisor Solutions, LLC | 0.40% | Add +60.8% | 615,971 | $47.2M |
| 1607 Capital Partners, LLC | 3.96% | Add +112.9% | 593,884 | $45.5M |
| First American Trust, FSB | 2.66% | Reduce -1.9% | 576,447 | $44.1M |
| Kestra Advisory Services, LLC | 0.14% | Add +7.1% | 566,476 | $43.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -32.5% | 551,628 | $42.2M |
| Franklin Resources Inc. | 0.01% | Add +14.7% | 543,300 | $41.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.0% | 530,307 | $40.6M |
| Octavia Wealth Advisors, LLC | 3.50% | Add +5.0% | 530,172 | $40.6M |
| Waller Financial Planning Group, Inc. | 8.20% | Add +1.7% | 519,921 | $39.8M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -3.3% | 512,138 | $39.2M |
| Waverly Advisors, LLC | 0.22% | Add +0.1% | 505,703 | $38.7M |
| Fifth Third Bancorp | 0.06% | Reduce -1.1% | 500,177 | $38.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -5.3% | 496,401 | $38.0M |
| EP Wealth Advisors, LLC | 0.14% | Reduce -0.3% | 491,391 | $37.6M |
| UMB Bank, n.a. | 0.47% | Reduce -4.7% | 481,123 | $36.8M |
| United Capital Financial Advisors, LLC | 0.20% | Reduce -57.8% | 479,937 | $36.7M |
| Elgethun Capital Management | 5.04% | Add +3.3% | 472,684 | $36.2M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -48.2% | 464,683 | $35.6M |
| Captrust Financial Advisors | 0.05% | Reduce -2.0% | 464,429 | $35.6M |
| Affinity Capital Advisors, LLC | 4.29% | Add +4.3% | 442,403 | $34.7M |
| Bank of Montreal | 0.01% | Add +3.2% | 446,661 | $34.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -20.3% | 412,652 | $32.3M |
| Concurrent Investment Advisors, LLC | 0.27% | Add +27.8% | 411,458 | $31.5M |
| Townsend & Associates, Inc | 2.62% | Reduce -0.8% | 395,138 | $30.8M |
| BNP Paribas Financial Markets | 0.02% | Add +12089.0% | 390,780 | $29.9M |
| IHT Wealth Management, LLC | 0.62% | Reduce -14.3% | 381,585 | $29.2M |
| TD Private Client Wealth LLC | 0.52% | Add +1.5% | 370,014 | $28.3M |
| Icon Wealth Advisors, LLC | 1.69% | Reduce -42.3% | 367,357 | $28.1M |
| Bokf, NA | 0.38% | Add +3.9% | 362,180 | $27.7M |
| Farther Finance Advisors, LLC | 0.21% | Reduce -26.9% | 351,408 | $26.9M |
| AQR Capital Management | 0.01% | Add +12.9% | 351,113 | $26.9M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +3818.4% | 339,566 | $26.0M |
| One Capital Management, LLC | 0.72% | No change | 345,574 | $25.7M |
| Integrity Alliance, Llc. | 0.79% | Reduce -32.8% | 329,694 | $25.2M |
"% of holder's portfolio" is EFV's weight in each manager's 13F, not the share of iShares MSCI Eafe Value ETF the manager owns.