iShares MSCI Eafe Value ETFEFVETF
13F holders, Q4 2025 (December 31)1,236holders +120
100new positions
56sold out
7famous investors
$71.39avg. 13F price*
At the end of Q4 2025, 1,236 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 120 from Q3 2025. 100 opened new positions and 56 sold out. The largest holders were Envestnet Asset Management Inc. ($3.8B), LPL Financial LLC ($1.4B) and FMR LLC ($1.2B). 7 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $315.7M |
| Exits | 56 | $259.5M |
All 13F filers, Q3 2025 → Q4 2025: 16,295,323 shares bought and 29,402,473 shares sold, net −13,107,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,236 holders
| Envestnet Asset Management Inc. | 1.12% | Reduce -12.6% | 52,878,367 | $3.8B |
| LPL Financial LLC | 0.38% | Reduce -5.8% | 19,536,098 | $1.4B |
| FMR LLC | 0.06% | Add +10.4% | 17,034,406 | $1.2B |
| US Bancorp \de | 1.19% | Add +1.5% | 14,206,660 | $1.0B |
| JPMorgan Chase & Co. | 0.06% | Reduce -7.1% | 13,290,860 | $949.1M |
| Morgan Stanley | 0.05% | Add +2.0% | 11,985,894 | $855.9M |
| Bank of America Corp. | 0.05% | Reduce -9.2% | 9,605,829 | $686.0M |
| Envestnet Portfolio Solutions, Inc. | 1.86% | Reduce -5.3% | 7,400,273 | $528.5M |
| Jones Financial Companies LLLP | 0.29% | Reduce -1.4% | 6,770,170 | $483.5M |
| Park Avenue Securities LLC | 3.58% | Reduce -8.0% | 5,908,212 | $421.9M |
| Cwm, LLC | 1.06% | Reduce -14.4% | 5,503,686 | $393.0M |
| Ameriprise Financial Inc. | 0.08% | Reduce -18.2% | 5,084,208 | $363.0M |
| Auto-Owners Insurance Co | 6.88% | Add +15.8% | 4,588,000 | $327.6M |
| Alliancebernstein L.P. | 0.10% | Reduce -7.0% | 4,500,632 | $321.4M |
| MML Investors Services, LLC | 0.78% | Add +0.5% | 4,480,940 | $320.0M |
| BlackRock, Inc. | 0.01% | Reduce -16.2% | 4,278,404 | $305.5M |
| Cetera Investment Advisers | 0.30% | Reduce -2.6% | 3,894,184 | $278.1M |
| Hamilton Capital, LLC | 11.92% | — | 3,339,077 | $238.4M |
| Royal Bank of Canada | 0.04% | Reduce -15.4% | 3,120,918 | $222.9M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -5.1% | 2,958,640 | $211.3M |
| UBS Group AG | 0.04% | Add +0.1% | 2,946,552 | $210.4M |
| Janney Montgomery Scott LLC | 0.44% | Reduce -13.0% | 2,701,166 | $192.9M |
| Baird Financial Group, Inc. | 0.30% | Reduce -0.2% | 2,675,073 | $191.0M |
| Wells Fargo & Company | 0.04% | Add +1.4% | 2,605,708 | $186.1M |
| RiverFront Investment Group, LLC | 3.02% | Add +3.7% | 2,561,235 | $182.9M |
| Raymond James Financial Inc. | 0.05% | Add +23.4% | 2,434,640 | $173.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -7.5% | 2,394,007 | $171.0M |
| Tiaa Trust, National Association | 0.41% | Add +1.9% | 2,381,960 | $170.1M |
| Merit Financial Group, LLC | 1.30% | Reduce -0.6% | 2,272,686 | $162.3M |
| NewEdge Advisors, LLC | 0.53% | Reduce -8.6% | 2,035,939 | $145.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +21.1% | 2,017,941 | $144.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.47% | Add +3.1% | 1,928,740 | $137.7M |
| OneDigital Investment Advisors LLC | 1.33% | Reduce -13.6% | 1,899,685 | $135.7M |
| Composition Wealth, LLC | 1.94% | Add +1.0% | 1,899,067 | $135.6M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -2.4% | 1,846,423 | $131.9M |
| Foundations Investment Advisors, LLC | 1.69% | Reduce -13.0% | 1,805,445 | $128.9M |
| Sanctuary Advisors, LLC | 0.68% | Reduce -11.4% | 1,736,536 | $124.0M |
| JB Capital LLC | 4.85% | Reduce -7.7% | 1,663,171 | $118.8M |
| Truist Financial Corp. | 0.15% | Add +14.2% | 1,530,782 | $109.3M |
| Focus Partners Wealth | 0.12% | Add +5.6% | 1,503,714 | $107.4M |
| Modera Wealth Management, LLC | 1.23% | Reduce -14.1% | 1,494,583 | $106.7M |
| Schroder Investment Management Group | 0.08% | New | 1,412,071 | $101.2M |
| Alesco Advisors, LLC, An ESL Co | 2.48% | Reduce -1.7% | 1,342,233 | $95.8M |
| Signature Estate & Investment Advisors LLC | 1.89% | Add +1.8% | 1,311,439 | $93.6M |
| M&T Bank Corp | 0.30% | Reduce -2.9% | 1,288,135 | $92.0M |
| Savant Capital, LLC | 0.52% | Reduce -3.6% | 1,271,841 | $90.8M |
| Stifel Financial Corp. | 0.08% | Reduce -3.8% | 1,246,412 | $89.0M |
| United Capital Financial Advisors, LLC | 0.51% | Reduce -13.5% | 1,173,429 | $83.8M |
| Osaic Holdings, Inc. | 0.12% | Reduce -4.7% | 1,146,329 | $81.9M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -10.8% | 1,117,153 | $80.1M |
| Aspiriant, LLC | 2.24% | Reduce -2.4% | 1,090,928 | $77.9M |
| Sofi Wealth, LLC | 3.87% | Add +4.4% | 1,087,844 | $77.7M |
| Caisse de depot et placement du Quebec | 0.13% | Add +708.9% | 1,071,936 | $76.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +62.6% | 1,066,702 | $76.2M |
| AE Wealth Management LLC | 0.43% | Add +1.0% | 1,050,739 | $75.0M |
| Advocacy Wealth Management, LLC | 3.06% | Reduce -9.9% | 1,024,723 | $73.2M |
| Financial Synergies Wealth Advisors, Inc. | 6.34% | Add +1.7% | 919,400 | $65.7M |
| Hackensack Meridian Health, Inc. | 5.83% | New | 895,000 | $63.9M |
| Dynasty Wealth Management, LLC | 0.62% | Reduce -34.6% | 883,762 | $63.1M |
| Pathstone Holdings, LLC | 0.24% | Reduce -21.9% | 882,607 | $63.0M |
| Mariner, LLC | 0.07% | Add +6.4% | 867,219 | $61.9M |
| Assetmark, Inc. | 0.12% | Add +401.3% | 832,835 | $59.5M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -5.8% | 799,161 | $57.1M |
| Angeles Investment Advisors, LLC | 3.79% | New | 795,500 | $56.8M |
| Natixis Advisors, LLC | 0.08% | Add +0.1% | 785,187 | $56.1M |
| Brave Asset Management Inc. | 12.18% | Add +3.8% | 722,977 | $51.6M |
| First American Trust, FSB | 3.54% | Reduce -7.5% | 721,094 | $51.5M |
| Sagespring Wealth Partners, LLC | 0.93% | Reduce -29.9% | 961,964 | $51.1M |
| Atria Investments, Inc | 0.57% | Reduce -6.4% | 707,982 | $50.6M |
| Cary Street Partners Financial LLC | 1.19% | Add +41.7% | 690,514 | $48.0M |
| Austin Private Wealth, LLC | 3.54% | Reduce -8.2% | 660,825 | $47.2M |
| Pacific Life Fund Advisors LLC | 4.72% | Add +10.9% | 641,242 | $45.8M |
| Icon Wealth Advisors, LLC | 2.95% | Reduce -5.2% | 620,156 | $44.3M |
| Farther Finance Advisors, LLC | 0.46% | Add +42.5% | 594,483 | $42.5M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +7.3% | 579,012 | $41.3M |
| Prosperity Consulting Group, LLC | 1.83% | Add +18.1% | 568,364 | $40.6M |
| Prudential Financial Inc. | 0.05% | Add +0.9% | 557,540 | $40.0M |
| Rockefeller Capital Management L.P. | 0.07% | Add +11.5% | 544,717 | $38.9M |
| Octavia Wealth Advisors, LLC | 3.70% | Add +4.4% | 542,046 | $38.7M |
| UMB Bank, n.a. | 0.50% | Add +1207320.4% | 531,265 | $37.9M |
| Townsend & Associates, Inc | 3.36% | Add +0.2% | 513,048 | $37.6M |
| Integrity Alliance, Llc. | 1.36% | Reduce -20.2% | 521,893 | $37.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.6% | 515,158 | $36.8M |
| EP Wealth Advisors, LLC | 0.19% | — | 512,232 | $36.6M |
| Waverly Advisors, LLC | 0.29% | Reduce -3.5% | 500,499 | $35.7M |
| HighTower Advisors, LLC | 0.04% | Add +7.6% | 486,297 | $34.7M |
| Kestra Advisory Services, LLC | 0.14% | Add +1.6% | 475,171 | $33.9M |
| Waller Financial Planning Group, Inc. | 7.44% | Add +374.2% | 469,119 | $33.5M |
| Captrust Financial Advisors | 0.06% | Reduce -19.8% | 467,918 | $33.4M |
| IHT Wealth Management, LLC | 0.81% | Add +2.5% | 464,109 | $33.1M |
| Franklin Resources Inc. | 0.01% | Add +1.1% | 464,024 | $33.1M |
| West Wealth Group, LLC | 6.78% | Add +6.8% | 457,719 | $32.7M |
| Elgethun Capital Management | 5.61% | Add +7.8% | 454,996 | $32.5M |
| Ascent Group, LLC | 1.07% | Reduce -11.2% | 437,017 | $31.2M |
| CreativeOne Wealth, LLC | 0.75% | Reduce -15.5% | 431,644 | $30.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -0.0% | 420,835 | $30.1M |
| Sharkey, Howes & Javer | 3.79% | Reduce -11.9% | 417,539 | $29.8M |
| Affinity Capital Advisors, LLC | 4.10% | Add +5.5% | 415,147 | $29.6M |
| Focus Partners Advisor Solutions, LLC | 0.36% | Add +37.9% | 407,562 | $29.1M |
| MA Private Wealth | 4.75% | Reduce -0.8% | 398,430 | $28.5M |
"% 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.