iShares MSCI Eafe Value ETFEFVETF
13F holders, Q4 2024 (December 31)1,015holders +58
59new positions
67sold out
2famous investors
$52.51avg. 13F price*
At the end of Q4 2024, 1,015 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 58 from Q3 2024. 59 opened new positions and 67 sold out. The largest holders were Envestnet Asset Management Inc. ($3.0B), FMR LLC ($1.1B) and LPL Financial LLC ($902.2M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $160.1M |
| Exits | 67 | $99.8M |
All 13F filers, Q3 2024 → Q4 2024: 32,753,756 shares bought and 9,121,898 shares sold, net +23,631,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,015 holders
| Envestnet Asset Management Inc. | 0.98% | Add +7.5% | 58,027,852 | $3.0B |
| FMR LLC | 0.07% | Add +8.0% | 20,745,609 | $1.1B |
| LPL Financial LLC | 0.37% | Add +34.6% | 17,195,268 | $902.2M |
| JPMorgan Chase & Co. | 0.06% | Add +8.3% | 14,326,441 | $751.7M |
| US Bancorp \de | 0.88% | Add +3.9% | 12,803,041 | $671.8M |
| Jones Financial Companies LLLP | 0.63% | Reduce -14.0% | 12,598,311 | $661.0M |
| Envestnet Portfolio Solutions, Inc. | 1.79% | Add +5.8% | 10,428,733 | $547.2M |
| Morgan Stanley | 0.04% | Add +1.4% | 9,829,375 | $515.7M |
| Bank of America Corp. | 0.05% | Add +13.8% | 9,448,653 | $495.8M |
| BlackRock, Inc. | 0.01% | Add +14.7% | 6,719,054 | $352.5M |
| Park Avenue Securities LLC | 3.33% | Add +8.2% | 6,175,871 | $324.0M |
| Cwm, LLC | 1.31% | Reduce -2.3% | 6,037,621 | $316.8M |
| Alliancebernstein L.P. | 0.10% | Add +122.3% | 5,781,455 | $303.4M |
| Auto-Owners Insurance Co | 5.47% | Add +15.8% | 4,588,000 | $240.7M |
| Ameriprise Financial Inc. | 0.06% | Add +10.6% | 4,089,817 | $214.6M |
| MML Investors Services, LLC | 0.68% | Add +10.5% | 3,753,964 | $197.0M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -6.0% | 3,421,419 | $179.5M |
| Janney Montgomery Scott LLC | 0.46% | Add +7.5% | 3,157,576 | $165.7M |
| Cetera Investment Advisers | 0.33% | Add +8.8% | 3,005,384 | $157.7M |
| UBS Group AG | 0.03% | Add +4.5% | 2,907,606 | $152.6M |
| Wells Fargo & Company | 0.03% | Add +17.5% | 2,629,487 | $138.0M |
| M&T Bank Corp | 0.45% | Reduce -0.9% | 2,578,657 | $135.3M |
| Baird Financial Group, Inc. | 0.26% | Add +2.0% | 2,545,795 | $133.6M |
| RiverFront Investment Group, LLC | 2.93% | Add +4.2% | 2,454,382 | $128.8M |
| OneDigital Investment Advisors LLC | 1.46% | Reduce -7.1% | 2,401,537 | $126.0M |
| Bank of New York Mellon Corp | 0.02% | Add +12.2% | 2,369,128 | $124.3M |
| Sanctuary Advisors, LLC | 0.75% | Add +2.3% | 2,136,435 | $118.6M |
| NewEdge Advisors, LLC | 0.68% | Add +22.2% | 2,144,814 | $112.5M |
| Modera Wealth Management, LLC | 1.27% | Add +2.6% | 2,004,885 | $105.2M |
| Raymond James Financial Inc. | 0.03% | — | 1,797,839 | $94.3M |
| JB Capital LLC | 5.18% | Add +12.3% | 1,762,818 | $92.5M |
| Commonwealth Equity Services, LLC | 0.14% | Add +9.2% | 1,759,650 | $92.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.36% | Add +4.3% | 1,653,265 | $86.7M |
| Foundations Investment Advisors, LLC | 1.58% | Add +12.0% | 1,554,907 | $81.6M |
| Composition Wealth, LLC | 1.65% | Reduce -2.7% | 1,550,892 | $81.4M |
| Thrivent Financial for Lutherans | 0.16% | Add +1.2% | 1,482,064 | $81.1M |
| Royal Bank of Canada | 0.02% | Add +11.1% | 1,484,524 | $77.9M |
| United Capital Financial Advisors, LLC | 0.65% | Add +3.9% | 1,465,718 | $76.9M |
| Alesco Advisors, LLC, An ESL Co | 2.35% | Add +0.8% | 1,425,876 | $74.8M |
| Natixis Advisors, LLC | 0.13% | Add +87.3% | 1,375,028 | $72.1M |
| Dynasty Wealth Management, LLC | 1.19% | New | 1,312,367 | $68.9M |
| Tiaa Trust, National Association | 0.21% | Add +5.6% | 1,312,180 | $68.9M |
| Stifel Financial Corp. | 0.07% | Add +9.0% | 1,291,573 | $67.8M |
| Pathstone Holdings, LLC | 0.29% | Add +2.6% | 1,241,747 | $65.2M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.7% | 1,212,458 | $63.6M |
| Sagespring Wealth Partners, LLC | 1.66% | — | 1,201,244 | $63.0M |
| Aspiriant, LLC | 2.25% | Add +0.8% | 1,185,995 | $62.2M |
| Savant Capital, LLC | 0.46% | Reduce -0.0% | 1,112,339 | $58.4M |
| Focus Partners Wealth | 0.15% | Add +8.9% | 1,064,556 | $55.9M |
| AE Wealth Management LLC | 0.47% | Add +5.6% | 1,064,307 | $55.8M |
| Johns Hopkins University | 1.81% | New | 916,652 | $48.1M |
| Beacon Pointe Advisors, LLC | 0.53% | Reduce -1.8% | 904,183 | $47.4M |
| Osaic Holdings, Inc. | 0.11% | Add +33.5% | 974,452 | $47.4M |
| Financial Synergies Wealth Advisors, Inc. | 5.74% | Add +4.0% | 882,022 | $46.3M |
| Truist Financial Corp. | 0.07% | Add +4.1% | 825,382 | $43.3M |
| Austin Private Wealth, LLC | 4.04% | Add +11.9% | 820,453 | $43.0M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +2.7% | 798,425 | $41.9M |
| Advocacy Wealth Management, LLC | 3.18% | Add +5.8% | 797,508 | $41.8M |
| Larson Financial Group LLC | 2.10% | Add +12.2% | 771,927 | $40.5M |
| Mariner, LLC | 0.06% | Add +18.6% | 726,763 | $38.1M |
| Atria Investments, Inc | 0.47% | Reduce -0.6% | 716,246 | $37.6M |
| Atria Wealth Solutions, Inc. | 0.40% | Add +8.1% | 698,975 | $36.7M |
| HTLF Bank | 3.88% | Reduce -0.4% | 653,550 | $34.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.11% | Add +7.4% | 588,184 | $34.1M |
| Icon Wealth Advisors, LLC | 2.56% | Add +5.3% | 593,034 | $31.1M |
| Octavia Wealth Advisors, LLC | 3.68% | Add +3.5% | 577,379 | $30.3M |
| EP Wealth Advisors, LLC | 0.24% | Reduce -41.4% | 568,756 | $29.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -5.9% | 564,456 | $29.6M |
| CreativeOne Wealth, LLC | 0.90% | Add +1.6% | 557,236 | $29.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -13.0% | 552,731 | $29.0M |
| Covenant Partners, LLC | 8.85% | Add +7.6% | 546,981 | $28.7M |
| Waverly Advisors, LLC | 0.43% | Add +33.8% | 523,466 | $27.5M |
| Captrust Financial Advisors | 0.07% | Add +17.8% | 494,851 | $26.0M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.7% | 489,861 | $25.7M |
| Townsend & Associates, Inc | 2.62% | Add +0.0% | 471,603 | $25.6M |
| Kestra Advisory Services, LLC | 0.13% | Add +7.7% | 468,103 | $24.6M |
| Brave Asset Management Inc. | 7.77% | Add +0.8% | 465,833 | $24.4M |
| Avantax Advisory Services, Inc. | 0.15% | Add +9.9% | 460,861 | $24.2M |
| Sequoia Financial Advisors, LLC | 0.23% | Add +4690.2% | 445,059 | $23.4M |
| Sharkey, Howes & Javer | 3.27% | Add +7.1% | 443,323 | $23.3M |
| Integrity Alliance, Llc. | 2.45% | — | 431,667 | $22.6M |
| Pacific Life Fund Advisors LLC | 2.34% | Add +565.3% | 429,856 | $22.6M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -1.3% | 417,807 | $21.9M |
| Valence8 US LP | 10.19% | Add +1.3% | 404,248 | $21.2M |
| High Falls Advisors, Inc | 4.92% | Add +8.3% | 403,933 | $21.2M |
| Merit Financial Group, LLC | 0.37% | Add +154.1% | 394,763 | $20.7M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -42.1% | 393,590 | $20.7M |
| Farther Finance Advisors, LLC | 0.75% | Add +18.5% | 393,050 | $20.6M |
| MA Private Wealth | 3.85% | Add +2.1% | 392,292 | $20.6M |
| Exencial Wealth Advisors, LLC | 0.74% | Reduce -0.7% | 385,390 | $20.2M |
| Fifth Third Bancorp | 0.07% | Reduce -7.9% | 382,866 | $20.1M |
| Kestra Private Wealth Services, LLC | 0.34% | Add +64.3% | 380,025 | $19.9M |
| Horst & Graben Wealth Management LLC | 3.53% | Add +7.2% | 378,488 | $19.9M |
| West Wealth Group, LLC | 5.89% | Add +9.6% | 376,523 | $19.8M |
| Focus Partners Advisor Solutions, LLC | 0.33% | Add +39.0% | 373,553 | $19.6M |
| SteelPeak Wealth, LLC | 0.80% | Reduce -6.8% | 368,171 | $19.3M |
| Cary Street Partners Financial LLC | 0.62% | — | 381,821 | $19.1M |
| Strategic Blueprint, LLC | 1.13% | Add +8.2% | 363,219 | $19.1M |
| McMorgan & Co. LLC | 2.94% | Reduce -23.7% | 362,784 | $19.0M |
| Pettinga Financial Advisors LLC | 4.08% | Reduce -2.0% | 343,865 | $18.0M |
"% 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.