iShares MSCI Eafe Value ETFEFVETF
13F holders, Q1 2025 (March 31)1,015holders
72new positions
57sold out
6famous investors
$58.96avg. 13F price*
At the end of Q1 2025, 1,015 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, unchanged from Q4 2024. 72 opened new positions and 57 sold out. The largest holders were Envestnet Asset Management Inc. ($2.8B), FMR LLC ($1.3B) and LPL Financial LLC ($887.5M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI Eafe Value ETF
- CUSIP
- 464288877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $641.7M |
| Exits | 57 | $59.0M |
All 13F filers, Q4 2024 → Q1 2025: 19,129,779 shares bought and 50,035,545 shares sold, net −30,905,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,015 holders
| Envestnet Asset Management Inc. | 0.89% | Reduce -19.4% | 46,748,889 | $2.8B |
| FMR LLC | 0.08% | Add +2.5% | 21,268,135 | $1.3B |
| LPL Financial LLC | 0.35% | Reduce -12.4% | 15,058,000 | $887.5M |
| US Bancorp \de | 1.03% | Add +2.1% | 13,073,926 | $770.6M |
| JPMorgan Chase & Co. | 0.06% | Reduce -14.2% | 12,295,835 | $724.7M |
| Jones Financial Companies LLLP | 0.52% | Reduce -22.0% | 9,822,559 | $583.8M |
| Morgan Stanley | 0.04% | Reduce -8.2% | 9,025,585 | $532.0M |
| Bank of America Corp. | 0.05% | Reduce -7.7% | 8,719,898 | $514.0M |
| Envestnet Portfolio Solutions, Inc. | 1.63% | Reduce -30.8% | 7,215,183 | $425.3M |
| BlackRock, Inc. | 0.01% | Reduce -24.6% | 5,064,112 | $298.5M |
| Alliancebernstein L.P. | 0.11% | Reduce -12.4% | 5,063,245 | $298.4M |
| Park Avenue Securities LLC | 3.64% | Reduce -18.6% | 5,028,548 | $296.4M |
| Cwm, LLC | 1.09% | Reduce -23.5% | 4,620,598 | $272.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -1.1% | 4,043,652 | $238.5M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -1.2% | 3,380,494 | $199.2M |
| MML Investors Services, LLC | 0.66% | Reduce -10.1% | 3,375,020 | $198.9M |
| Hamilton Capital, LLC | 11.95% | New | 3,351,626 | $197.5M |
| Flow Traders U.S. LLC | 8.06% | New | 3,239,920 | $191.0M |
| UBS Group AG | 0.04% | Reduce -1.9% | 2,851,368 | $168.1M |
| Cetera Investment Advisers | 0.32% | Reduce -7.8% | 2,771,992 | $163.4M |
| Baird Financial Group, Inc. | 0.29% | Add +1.3% | 2,579,401 | $152.0M |
| Janney Montgomery Scott LLC | 0.41% | Reduce -22.7% | 2,441,832 | $143.9M |
| Wells Fargo & Company | 0.03% | Reduce -13.5% | 2,273,532 | $134.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -18.2% | 1,938,215 | $114.2M |
| Modera Wealth Management, LLC | 1.52% | Reduce -4.9% | 1,907,217 | $112.4M |
| Johns Hopkins University | 4.05% | Add +98.8% | 1,822,252 | $107.4M |
| Royal Bank of Canada | 0.02% | Add +22.5% | 1,819,047 | $107.2M |
| OneDigital Investment Advisors LLC | 1.26% | Reduce -24.7% | 1,808,968 | $106.6M |
| RiverFront Investment Group, LLC | 2.25% | Reduce -30.0% | 1,717,047 | $101.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.61% | Add +3.7% | 1,713,962 | $101.0M |
| Composition Wealth, LLC | 1.97% | Add +7.3% | 1,664,133 | $98.1M |
| NewEdge Advisors, LLC | 0.58% | Reduce -23.0% | 1,652,140 | $97.4M |
| Sanctuary Advisors, LLC | 0.66% | Reduce -24.9% | 1,603,700 | $94.5M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -9.8% | 1,586,242 | $93.5M |
| Old Mission Capital LLC | 1.79% | New | 1,576,729 | $92.9M |
| Tiaa Trust, National Association | 0.28% | Add +16.8% | 1,533,206 | $90.4M |
| M&T Bank Corp | 0.31% | Reduce -43.6% | 1,454,948 | $85.8M |
| Raymond James Financial Inc. | 0.03% | Reduce -20.4% | 1,430,561 | $84.3M |
| Alesco Advisors, LLC, An ESL Co | 2.62% | Reduce -0.8% | 1,414,262 | $83.4M |
| Thrivent Financial for Lutherans | 0.18% | Reduce -1.0% | 1,467,172 | $80.5M |
| JB Capital LLC | 4.32% | Reduce -24.6% | 1,328,839 | $78.3M |
| Savant Capital, LLC | 0.63% | Add +13.6% | 1,263,237 | $74.5M |
| Pathstone Holdings, LLC | 0.32% | Add +0.3% | 1,246,100 | $73.4M |
| Auto-Owners Insurance Co | 1.89% | Reduce -78.2% | 999,000 | $71.5M |
| Foundations Investment Advisors, LLC | 1.31% | Reduce -22.9% | 1,199,297 | $70.7M |
| Dynasty Wealth Management, LLC | 1.16% | Reduce -9.9% | 1,182,327 | $69.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -3.3% | 1,172,458 | $69.1M |
| Aspiriant, LLC | 2.32% | Reduce -4.3% | 1,135,549 | $66.9M |
| United Capital Financial Advisors, LLC | 0.57% | Reduce -23.2% | 1,125,092 | $66.3M |
| Merit Financial Group, LLC | 0.94% | Add +169.5% | 1,063,925 | $62.7M |
| AE Wealth Management LLC | 0.52% | Reduce -0.7% | 1,057,312 | $62.3M |
| Stifel Financial Corp. | 0.07% | Reduce -18.6% | 1,050,945 | $61.9M |
| Focus Partners Wealth | 0.15% | Reduce -2.8% | 1,034,812 | $61.0M |
| Sagespring Wealth Partners, LLC | 1.51% | Reduce -15.7% | 1,012,862 | $59.7M |
| Sofi Wealth, LLC | 4.09% | Add +5413.0% | 924,037 | $54.5M |
| Pacific Life Fund Advisors LLC | 6.06% | Add +113.2% | 916,361 | $54.0M |
| Financial Synergies Wealth Advisors, Inc. | 6.44% | Add +1.9% | 898,509 | $53.0M |
| Beacon Pointe Advisors, LLC | 0.58% | Reduce -3.7% | 870,477 | $51.3M |
| Larson Financial Group LLC | 2.13% | Reduce -1.2% | 762,353 | $44.9M |
| Advocacy Wealth Management, LLC | 2.84% | Reduce -11.3% | 707,027 | $41.7M |
| Osaic Holdings, Inc. | 0.09% | Reduce -27.5% | 706,060 | $41.6M |
| Truist Financial Corp. | 0.07% | Reduce -15.1% | 700,714 | $41.3M |
| Natixis Advisors, LLC | 0.08% | Reduce -49.6% | 692,629 | $40.8M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -13.6% | 690,031 | $40.7M |
| Austin Private Wealth, LLC | 3.57% | Reduce -17.9% | 673,935 | $39.7M |
| Mariner, LLC | 0.07% | Reduce -8.2% | 666,935 | $39.3M |
| Townsend & Associates, Inc | 3.92% | Add +36.5% | 643,555 | $37.6M |
| Ocean Park Asset Management, LLC | 1.30% | New | 622,179 | $36.7M |
| Atria Investments, Inc | 0.41% | Reduce -23.4% | 548,348 | $32.3M |
| Atria Wealth Solutions, Inc. | 0.39% | Reduce -21.6% | 548,074 | $32.3M |
| Integrity Alliance, Llc. | 1.21% | Add +19.9% | 517,580 | $30.5M |
| Waverly Advisors, LLC | 0.37% | Reduce -1.9% | 513,678 | $30.3M |
| First American Trust, FSB | 2.76% | Add +380.1% | 509,715 | $30.0M |
| Icon Wealth Advisors, LLC | 2.47% | Reduce -14.1% | 509,534 | $30.0M |
| EP Wealth Advisors, LLC | 0.24% | Reduce -11.1% | 505,497 | $29.8M |
| Captrust Financial Advisors | 0.07% | Add +0.6% | 497,704 | $29.3M |
| Brave Asset Management Inc. | 8.74% | Add +1.3% | 471,838 | $27.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.5% | 456,241 | $26.9M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -19.4% | 454,885 | $26.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -8.9% | 446,458 | $26.3M |
| Octavia Wealth Advisors, LLC | 3.07% | Reduce -25.7% | 429,251 | $25.3M |
| CreativeOne Wealth, LLC | 0.75% | Reduce -23.5% | 426,207 | $25.1M |
| Valence8 US LP | 11.52% | Add +3.2% | 417,025 | $24.6M |
| Farther Finance Advisors, LLC | 0.62% | Add +5.0% | 412,826 | $24.4M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -4.3% | 399,769 | $23.6M |
| Avantax Advisory Services, Inc. | 0.14% | Reduce -13.9% | 396,926 | $23.4M |
| MA Private Wealth | 4.31% | Reduce -0.9% | 388,776 | $22.9M |
| Exencial Wealth Advisors, LLC | 0.84% | Reduce -0.5% | 383,484 | $22.6M |
| Covenant Partners, LLC | 7.29% | Reduce -30.1% | 382,150 | $22.5M |
| Cary Street Partners Financial LLC | 0.71% | Add +4.5% | 398,914 | $22.4M |
| Kestra Private Wealth Services, LLC | 0.37% | Reduce -0.7% | 377,262 | $22.2M |
| Focus Partners Advisor Solutions, LLC | 0.33% | Reduce -1.2% | 369,043 | $21.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +74.5% | 366,970 | $21.6M |
| Elgethun Capital Management | 4.73% | Add +17.4% | 359,450 | $21.2M |
| SteelPeak Wealth, LLC | 0.85% | Reduce -8.3% | 337,664 | $19.9M |
| Sharkey, Howes & Javer | 2.83% | Reduce -24.3% | 335,417 | $19.8M |
| Affinity Capital Advisors, LLC | 3.91% | Add +10.2% | 348,737 | $19.7M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -28.7% | 333,897 | $19.7M |
| Obsidian Cio, LLC | 3.16% | Add +2.8% | 329,671 | $19.4M |
| Stone House Investment Management, LLC | 3.91% | Reduce -4.1% | 327,393 | $19.3M |
"% 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.