iShares MSCI Eafe Value ETFEFVETF
13F holders, Q2 2025 (June 30)1,072holders +57
101new positions
42sold out
4famous investors
$63.48avg. 13F price*
At the end of Q2 2025, 1,072 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 57 from Q1 2025. 101 opened new positions and 42 sold out. The largest holders were Envestnet Asset Management Inc. ($4.5B), LPL Financial LLC ($1.4B) and FMR LLC ($1.4B). 4 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 Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $165.1M |
| Exits | 42 | $450.6M |
All 13F filers, Q1 2025 → Q2 2025: 84,486,940 shares bought and 14,475,695 shares sold, net +70,011,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,072 holders
| Envestnet Asset Management Inc. | 1.30% | Add +50.0% | 70,125,413 | $4.5B |
| LPL Financial LLC | 0.48% | Add +50.8% | 22,704,102 | $1.4B |
| FMR LLC | 0.08% | Add +4.3% | 22,174,091 | $1.4B |
| JPMorgan Chase & Co. | 0.07% | Add +28.6% | 15,814,518 | $1.0B |
| US Bancorp \de | 1.09% | Add +4.1% | 13,614,142 | $864.2M |
| Morgan Stanley | 0.05% | Add +32.9% | 11,993,662 | $761.4M |
| Bank of America Corp. | 0.05% | Add +11.5% | 9,719,462 | $617.0M |
| Envestnet Portfolio Solutions, Inc. | 2.09% | Add +24.2% | 8,959,087 | $568.7M |
| Jones Financial Companies LLLP | 0.41% | Reduce -14.2% | 8,424,731 | $534.9M |
| Park Avenue Securities LLC | 4.22% | Add +43.6% | 7,223,191 | $458.5M |
| BlackRock, Inc. | 0.01% | Add +41.6% | 7,171,045 | $455.2M |
| Cwm, LLC | 1.42% | Add +37.3% | 6,346,073 | $402.8M |
| MML Investors Services, LLC | 1.04% | Add +68.6% | 5,691,240 | $361.3M |
| Ameriprise Financial Inc. | 0.08% | Add +30.2% | 5,266,058 | $334.8M |
| Alliancebernstein L.P. | 0.11% | Add +0.6% | 5,094,815 | $323.4M |
| Auto-Owners Insurance Co | 5.61% | Add +296.7% | 3,963,000 | $251.6M |
| Cetera Investment Advisers | 0.41% | Add +39.2% | 3,858,478 | $244.9M |
| Hamilton Capital, LLC | 11.91% | Add +1.9% | 3,413,531 | $216.7M |
| PNC Financial Services Group, Inc. | 0.14% | Add +0.5% | 3,395,602 | $215.6M |
| Janney Montgomery Scott LLC | 0.56% | Add +36.9% | 3,343,833 | $212.3M |
| UBS Group AG | 0.04% | Add +2.5% | 2,922,647 | $185.5M |
| Bank of New York Mellon Corp | 0.04% | Add +50.4% | 2,914,080 | $185.0M |
| Baird Financial Group, Inc. | 0.30% | Add +3.2% | 2,661,374 | $168.9M |
| Wells Fargo & Company | 0.04% | Add +12.1% | 2,548,457 | $161.8M |
| NewEdge Advisors, LLC | 0.82% | Add +52.4% | 2,517,628 | $159.8M |
| OneDigital Investment Advisors LLC | 1.75% | Add +37.1% | 2,479,502 | $157.4M |
| RiverFront Investment Group, LLC | 2.93% | Add +37.6% | 2,363,376 | $150.0M |
| Sanctuary Advisors, LLC | 0.91% | Add +44.2% | 2,313,181 | $146.8M |
| Tiaa Trust, National Association | 0.38% | Add +48.0% | 2,269,601 | $144.1M |
| JB Capital LLC | 6.81% | Add +66.6% | 2,213,749 | $140.5M |
| Foundations Investment Advisors, LLC | 2.02% | Add +68.3% | 2,018,261 | $128.1M |
| Royal Bank of Canada | 0.02% | Add +2.9% | 1,872,012 | $118.8M |
| Commonwealth Equity Services, LLC | 0.16% | Add +18.0% | 1,871,651 | $118.8M |
| Composition Wealth, LLC | 1.99% | Add +12.1% | 1,865,976 | $118.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.61% | Add +6.1% | 1,818,826 | $115.5M |
| Modera Wealth Management, LLC | 1.42% | Reduce -5.3% | 1,806,801 | $114.7M |
| Raymond James Financial Inc. | 0.04% | Add +21.7% | 1,740,774 | $110.5M |
| Merit Financial Group, LLC | 1.21% | Add +60.8% | 1,710,720 | $108.6M |
| United Capital Financial Advisors, LLC | 0.84% | Add +44.6% | 1,627,235 | $103.3M |
| Stifel Financial Corp. | 0.09% | Add +41.8% | 1,490,249 | $94.6M |
| M&T Bank Corp | 0.31% | Reduce -2.6% | 1,417,626 | $90.0M |
| Focus Partners Wealth | 0.19% | Add +35.9% | 1,406,643 | $89.3M |
| Alesco Advisors, LLC, An ESL Co | 2.56% | Reduce -0.8% | 1,403,487 | $89.1M |
| Signature Estate & Investment Advisors LLC | 1.86% | Add +13111.6% | 1,268,979 | $80.6M |
| Pathstone Holdings, LLC | 0.32% | Add +1.6% | 1,266,272 | $80.4M |
| Savant Capital, LLC | 0.57% | Reduce -1.8% | 1,240,436 | $78.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +5.0% | 1,230,886 | $78.1M |
| Aspiriant, LLC | 2.28% | Reduce -0.6% | 1,128,310 | $71.6M |
| Advocacy Wealth Management, LLC | 4.36% | Add +58.4% | 1,119,888 | $71.1M |
| Dynasty Wealth Management, LLC | 1.18% | Reduce -7.6% | 1,092,377 | $69.3M |
| Osaic Holdings, Inc. | 0.12% | Add +53.1% | 1,080,804 | $68.5M |
| AE Wealth Management LLC | 0.50% | Add +1.5% | 1,073,175 | $68.1M |
| Sagespring Wealth Partners, LLC | 1.46% | Add +5.2% | 1,065,950 | $67.7M |
| Austin Private Wealth, LLC | 5.36% | Add +58.2% | 1,065,946 | $67.7M |
| Caisse de depot et placement du Quebec | 0.14% | New | 1,048,145 | $66.5M |
| Truist Financial Corp. | 0.09% | Add +41.6% | 992,574 | $63.0M |
| Sofi Wealth, LLC | 3.79% | Add +5.6% | 976,092 | $62.0M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +33.7% | 922,306 | $58.5M |
| Financial Synergies Wealth Advisors, Inc. | 6.25% | Add +0.6% | 903,671 | $57.4M |
| Beacon Pointe Advisors, LLC | 0.57% | Reduce -1.3% | 859,083 | $54.5M |
| Atria Investments, Inc | 0.64% | Add +55.0% | 849,856 | $53.9M |
| Mariner, LLC | 0.07% | Add +19.5% | 796,883 | $50.6M |
| First American Trust, FSB | 3.85% | Add +49.0% | 759,633 | $48.2M |
| Icon Wealth Advisors, LLC | 3.31% | Add +43.8% | 732,521 | $46.5M |
| Brave Asset Management Inc. | 11.75% | Add +43.9% | 679,009 | $43.2M |
| EP Wealth Advisors, LLC | 0.26% | Add +24.6% | 630,080 | $40.0M |
| Natixis Advisors, LLC | 0.06% | Reduce -11.1% | 615,893 | $39.1M |
| Townsend & Associates, Inc | 3.70% | Reduce -11.3% | 570,856 | $37.3M |
| CreativeOne Wealth, LLC | 0.96% | Add +35.8% | 578,740 | $36.7M |
| Ocean Park Asset Management, LLC | 1.30% | No change | 622,179 | $36.7M |
| Ascent Group, LLC | 1.43% | Add +615.5% | 576,494 | $36.6M |
| Prudential Financial Inc. | 0.05% | Add +114.5% | 559,431 | $35.5M |
| Integrity Alliance, Llc. | 1.90% | Add +6.0% | 548,783 | $34.8M |
| Sharkey, Howes & Javer | 4.52% | Add +58.4% | 531,316 | $33.7M |
| Avantax Advisory Services, Inc. | 0.18% | Add +31.0% | 520,069 | $33.0M |
| SteelPeak Wealth, LLC | 1.28% | Add +53.5% | 518,416 | $32.9M |
| Captrust Financial Advisors | 0.07% | Add +3.7% | 516,143 | $32.8M |
| Stone House Investment Management, LLC | 5.99% | Add +56.9% | 513,646 | $32.6M |
| Kestra Advisory Services, LLC | 0.16% | Add +53.0% | 510,685 | $32.4M |
| Pacific Life Fund Advisors LLC | 3.47% | Reduce -44.4% | 509,627 | $32.4M |
| Waverly Advisors, LLC | 0.35% | Reduce -2.4% | 501,425 | $31.8M |
| Octavia Wealth Advisors, LLC | 3.61% | Add +16.3% | 499,286 | $31.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +6.6% | 486,312 | $30.9M |
| West Wealth Group, LLC | 7.48% | Add +43.4% | 465,374 | $30.1M |
| Orion Porfolio Solutions, LLC | 0.25% | Add +82.5% | 460,056 | $29.2M |
| Rockefeller Capital Management L.P. | 0.06% | Add +23.9% | 454,667 | $28.9M |
| HighTower Advisors, LLC | 0.04% | Add +1.8% | 454,601 | $28.9M |
| High Falls Advisors, Inc | 6.17% | Add +43.5% | 439,058 | $27.9M |
| Horst & Graben Wealth Management LLC | 4.57% | Add +39.0% | 435,067 | $27.6M |
| Integrated Wealth Concepts LLC | 0.28% | Add +35.8% | 433,356 | $27.5M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -4.8% | 433,085 | $27.5M |
| IHT Wealth Management, LLC | 0.75% | Add +36.1% | 430,536 | $27.3M |
| Larson Financial Group LLC | 1.10% | Reduce -43.6% | 430,010 | $27.3M |
| Cary Street Partners Financial LLC | 0.76% | Add +12.1% | 447,199 | $27.2M |
| Strategic Blueprint, LLC | 1.27% | Add +33.5% | 406,823 | $25.8M |
| Stonebrook Private Inc. | 5.91% | Add +68.0% | 398,094 | $25.3M |
| CFS Investment Advisory Services, LLC | 2.05% | Add +44.6% | 395,606 | $25.1M |
| MA Private Wealth | 4.47% | Add +1.3% | 393,914 | $25.0M |
| Cardinal Strategic Wealth Guidance | 7.17% | Add +20.4% | 391,755 | $24.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -2.1% | 391,216 | $24.8M |
"% 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.