iShares MSCI Eafe Value ETFEFVETF
13F holders, Q3 2025 (September 30)1,116holders +44
98new positions
45sold out
4famous investors
$67.75avg. 13F price*
At the end of Q3 2025, 1,116 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 44 from Q2 2025. 98 opened new positions and 45 sold out. The largest holders were Envestnet Asset Management Inc. ($4.1B), LPL Financial LLC ($1.4B) and FMR LLC ($1.0B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $306.3M |
| Exits | 45 | $93.9M |
All 13F filers, Q2 2025 → Q3 2025: 19,086,391 shares bought and 38,758,635 shares sold, net −19,672,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,116 holders
| Envestnet Asset Management Inc. | 1.18% | Reduce -13.8% | 60,469,172 | $4.1B |
| LPL Financial LLC | 0.41% | Reduce -8.7% | 20,731,397 | $1.4B |
| FMR LLC | 0.05% | Reduce -30.4% | 15,433,146 | $1.0B |
| JPMorgan Chase & Co. | 0.06% | Reduce -9.6% | 14,301,091 | $970.0M |
| US Bancorp \de | 1.13% | Add +2.8% | 13,996,150 | $949.4M |
| Morgan Stanley | 0.05% | Reduce -2.0% | 11,754,717 | $797.3M |
| Bank of America Corp. | 0.05% | Add +8.9% | 10,581,287 | $717.7M |
| Envestnet Portfolio Solutions, Inc. | 1.95% | Reduce -12.8% | 7,814,251 | $530.0M |
| Jones Financial Companies LLLP | 0.32% | Reduce -18.5% | 6,869,047 | $463.8M |
| Cwm, LLC | 1.31% | Add +1.3% | 6,428,350 | $436.0M |
| Park Avenue Securities LLC | 3.40% | Reduce -11.1% | 6,423,874 | $435.7M |
| Ameriprise Financial Inc. | 0.10% | Add +18.0% | 6,214,149 | $421.5M |
| BlackRock, Inc. | 0.01% | Reduce -28.8% | 5,104,594 | $346.2M |
| Alliancebernstein L.P. | 0.10% | Reduce -5.0% | 4,841,784 | $328.4M |
| MML Investors Services, LLC | 0.81% | Reduce -21.7% | 4,458,037 | $302.4M |
| Cetera Investment Advisers | 0.32% | Add +3.6% | 3,999,047 | $271.3M |
| Auto-Owners Insurance Co | 6.94% | No change | 3,963,000 | $268.8M |
| Royal Bank of Canada | 0.04% | Add +97.1% | 3,689,357 | $250.2M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -8.2% | 3,118,529 | $211.5M |
| Janney Montgomery Scott LLC | 0.50% | Reduce -7.1% | 3,105,752 | $210.7M |
| UBS Group AG | 0.04% | Add +0.8% | 2,944,755 | $199.7M |
| Baird Financial Group, Inc. | 0.29% | Add +0.7% | 2,680,212 | $181.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -11.2% | 2,589,066 | $175.6M |
| Wells Fargo & Company | 0.04% | Add +0.8% | 2,569,438 | $174.3M |
| RiverFront Investment Group, LLC | 2.95% | Add +4.5% | 2,470,239 | $168.0M |
| Tiaa Trust, National Association | 0.38% | Add +3.0% | 2,336,764 | $158.5M |
| Merit Financial Group, LLC | 1.43% | Add +33.6% | 2,286,227 | $155.1M |
| NewEdge Advisors, LLC | 0.69% | Reduce -11.6% | 2,226,266 | $151.0M |
| OneDigital Investment Advisors LLC | 1.53% | Reduce -11.3% | 2,197,977 | $149.1M |
| Foundations Investment Advisors, LLC | 2.05% | Add +2.9% | 2,075,754 | $140.8M |
| Raymond James Financial Inc. | 0.04% | Add +13.3% | 1,972,537 | $133.8M |
| Sanctuary Advisors, LLC | 0.76% | Reduce -15.3% | 1,959,758 | $132.9M |
| Commonwealth Equity Services, LLC | 0.17% | Add +1.1% | 1,891,740 | $128.3M |
| Composition Wealth, LLC | 1.91% | Add +0.8% | 1,880,415 | $127.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.55% | Add +2.9% | 1,871,231 | $126.9M |
| JB Capital LLC | 5.27% | Reduce -18.6% | 1,802,627 | $122.3M |
| Modera Wealth Management, LLC | 1.37% | Reduce -3.8% | 1,739,034 | $118.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +35.4% | 1,666,015 | $113.0M |
| Focus Partners Wealth | 0.16% | Add +1.2% | 1,423,909 | $96.6M |
| Alesco Advisors, LLC, An ESL Co | 2.51% | Reduce -2.7% | 1,365,418 | $92.6M |
| United Capital Financial Advisors, LLC | 0.66% | Reduce -16.6% | 1,356,749 | $92.0M |
| Dynasty Wealth Management, LLC | 1.22% | Add +23.8% | 1,351,798 | $91.7M |
| Truist Financial Corp. | 0.12% | Add +35.0% | 1,340,236 | $90.9M |
| M&T Bank Corp | 0.30% | Reduce -6.5% | 1,326,086 | $89.9M |
| Savant Capital, LLC | 0.54% | Add +6.4% | 1,319,420 | $89.5M |
| Jane Street Group, LLC | 0.10% | New | 1,304,519 | $88.5M |
| Stifel Financial Corp. | 0.08% | Reduce -13.1% | 1,295,811 | $87.9M |
| Signature Estate & Investment Advisors LLC | 1.87% | Add +1.5% | 1,287,820 | $87.4M |
| Thrivent Financial for Lutherans | 0.17% | Add +5094.0% | 1,252,584 | $85.0M |
| Osaic Holdings, Inc. | 0.11% | Add +11.3% | 1,203,114 | $81.1M |
| Advocacy Wealth Management, LLC | 3.35% | Add +1.6% | 1,137,400 | $77.1M |
| Flow Traders U.S. LLC | 3.13% | New | 1,133,603 | $76.9M |
| Pathstone Holdings, LLC | 0.29% | Reduce -10.8% | 1,129,576 | $76.6M |
| Sagespring Wealth Partners, LLC | 1.49% | Add +28.7% | 1,371,472 | $76.3M |
| Aspiriant, LLC | 2.32% | Reduce -1.0% | 1,117,343 | $75.8M |
| Sofi Wealth, LLC | 3.81% | Add +6.8% | 1,041,979 | $70.7M |
| AE Wealth Management LLC | 0.45% | Reduce -3.0% | 1,040,572 | $70.6M |
| Financial Synergies Wealth Advisors, Inc. | 6.21% | Add +0.1% | 904,110 | $61.3M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -8.1% | 848,070 | $57.5M |
| Mariner, LLC | 0.07% | Add +2.3% | 815,172 | $55.3M |
| Susquehanna International Group, LLP | 0.08% | Add +5180.8% | 790,592 | $53.6M |
| Natixis Advisors, LLC | 0.08% | Add +27.4% | 784,344 | $53.2M |
| First American Trust, FSB | 3.84% | Add +2.7% | 779,863 | $52.9M |
| Atria Investments, Inc | 0.59% | Reduce -11.0% | 756,332 | $51.3M |
| Bank of Nova Scotia | 0.09% | New | 745,605 | $50.6M |
| BNP Paribas Financial Markets | 0.04% | Add +7058.4% | 739,749 | $50.2M |
| Austin Private Wealth, LLC | 3.76% | Reduce -32.4% | 720,155 | $48.8M |
| Brave Asset Management Inc. | 11.54% | Add +2.6% | 696,832 | $47.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +86.5% | 655,863 | $44.5M |
| Icon Wealth Advisors, LLC | 3.01% | Reduce -10.7% | 654,123 | $44.4M |
| Integrity Alliance, Llc. | 2.09% | Add +19.1% | 653,856 | $44.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +28.5% | 624,903 | $42.4M |
| Captrust Financial Advisors | 0.08% | Add +13.0% | 583,340 | $39.6M |
| Pacific Life Fund Advisors LLC | 4.02% | Add +13.4% | 578,185 | $39.2M |
| Prudential Financial Inc. | 0.04% | Reduce -1.2% | 552,737 | $37.5M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -37.2% | 539,421 | $36.6M |
| Octavia Wealth Advisors, LLC | 3.50% | Add +4.0% | 519,279 | $35.2M |
| Waverly Advisors, LLC | 0.35% | Add +3.5% | 518,892 | $35.2M |
| Townsend & Associates, Inc | 3.31% | Reduce -10.3% | 511,855 | $34.9M |
| CreativeOne Wealth, LLC | 0.85% | Reduce -11.7% | 510,962 | $34.7M |
| Ascent Group, LLC | 1.18% | Reduce -14.7% | 492,034 | $33.4M |
| Rockefeller Capital Management L.P. | 0.06% | Add +7.4% | 488,514 | $33.1M |
| Prosperity Consulting Group, LLC | 1.61% | Add +128.0% | 481,101 | $32.6M |
| Sharkey, Howes & Javer | 4.13% | Reduce -10.8% | 474,113 | $32.2M |
| Cary Street Partners Financial LLC | 0.83% | Add +9.0% | 487,366 | $31.8M |
| Kestra Advisory Services, LLC | 0.15% | Reduce -8.5% | 467,481 | $31.7M |
| Franklin Resources Inc. | 0.01% | Add +161.7% | 458,959 | $31.1M |
| Stone House Investment Management, LLC | 5.20% | Reduce -11.4% | 455,087 | $30.9M |
| IHT Wealth Management, LLC | 0.78% | Add +5.1% | 452,590 | $30.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.6% | 452,011 | $30.7M |
| West Wealth Group, LLC | 6.55% | Reduce -7.9% | 428,476 | $29.0M |
| Elgethun Capital Management | 5.23% | Add +9.9% | 422,080 | $28.8M |
| SteelPeak Wealth, LLC | 0.96% | Reduce -18.7% | 421,286 | $28.6M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -2.8% | 420,985 | $28.6M |
| Farther Finance Advisors, LLC | 0.43% | Add +10.8% | 417,120 | $28.3M |
| MA Private Wealth | 4.58% | Add +1.9% | 401,577 | $27.2M |
| Affinity Capital Advisors, LLC | 4.12% | Add +9.0% | 393,619 | $26.8M |
| Strategic Blueprint, LLC | 1.17% | Reduce -3.0% | 394,499 | $26.8M |
| Cardinal Strategic Wealth Guidance | 7.15% | Reduce 0.0% | 391,736 | $26.6M |
| Orion Porfolio Solutions, LLC | 0.20% | Reduce -17.3% | 380,580 | $25.8M |
"% 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.