iShares MSCI Eafe Value ETFEFVETF
13F holders, Q1 2026 (March 31)1,266holders +30
100new positions
55sold out
5famous investors
$74.18avg. 13F price*
At the end of Q1 2026, 1,266 institutions reported holding iShares MSCI Eafe Value ETF (EFV) in their 13F filings, up 30 from Q4 2025. 100 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($4.4B), LPL Financial LLC ($1.6B) and FMR LLC ($1.3B). 5 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $119.6M |
| Exits | 55 | $140.8M |
All 13F filers, Q4 2025 → Q1 2026: 28,757,294 shares bought and 24,502,462 shares sold, net +4,254,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,266 holders
| Envestnet Asset Management Inc. | 1.19% | Add +12.8% | 59,658,594 | $4.4B |
| LPL Financial LLC | 0.41% | Add +6.7% | 20,848,511 | $1.6B |
| FMR LLC | 0.07% | Reduce -0.3% | 16,987,705 | $1.3B |
| US Bancorp \de | 1.26% | Reduce -1.6% | 13,973,824 | $1.0B |
| JPMorgan Chase & Co. | 0.07% | Add +0.8% | 13,400,498 | $969.7M |
| Morgan Stanley | 0.05% | Reduce -0.1% | 11,968,016 | $889.8M |
| Bank of America Corp. | 0.06% | Add +7.7% | 10,342,735 | $769.0M |
| Jones Financial Companies LLLP | 0.26% | Add +9.9% | 7,441,607 | $536.1M |
| Ameriprise Financial Inc. | 0.12% | Add +35.4% | 6,885,302 | $511.9M |
| Park Avenue Securities LLC | 3.41% | Reduce -0.8% | 5,862,784 | $435.9M |
| Auto-Owners Insurance Co | 7.14% | No change | 4,588,000 | $341.1M |
| Envestnet Portfolio Solutions, Inc. | 1.75% | Reduce -42.7% | 4,243,307 | $315.5M |
| MML Investors Services, LLC | 0.81% | Reduce -12.1% | 3,937,150 | $292.7M |
| Cetera Investment Advisers | 0.31% | Add +0.5% | 3,915,091 | $291.1M |
| Alliancebernstein L.P. | 0.09% | Reduce -15.0% | 3,823,550 | $273.0M |
| Dynasty Wealth Management, LLC | 2.28% | Add +298.6% | 3,522,247 | $261.9M |
| UBS Group AG | 0.04% | Add +9.8% | 3,235,923 | $240.6M |
| PNC Financial Services Group, Inc. | 0.13% | Add +2.9% | 3,044,443 | $226.4M |
| Cwm, LLC | 0.59% | Reduce -44.9% | 3,030,442 | $225.3M |
| RiverFront Investment Group, LLC | 3.22% | Add +9.4% | 2,802,917 | $208.4M |
| Baird Financial Group, Inc. | 0.32% | Add +1.5% | 2,716,112 | $201.9M |
| Royal Bank of Canada | 0.04% | Reduce -13.5% | 2,699,497 | $200.7M |
| Janney Montgomery Scott LLC | 0.50% | Reduce -0.1% | 2,699,024 | $200.7M |
| Wells Fargo & Company | 0.04% | Reduce -3.1% | 2,525,627 | $187.8M |
| Bank of New York Mellon Corp | 0.03% | Add +3.6% | 2,481,489 | $184.5M |
| NewEdge Advisors, LLC | 0.66% | Add +20.0% | 2,443,575 | $181.7M |
| Hamilton Capital, LLC | 9.23% | Reduce -28.2% | 2,396,415 | $178.2M |
| Truist Financial Corp. | 0.24% | Add +56.3% | 2,392,672 | $177.9M |
| Merit Financial Group, LLC | 1.31% | Add +4.3% | 2,370,127 | $176.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.65% | — | 2,259,093 | $168.0M |
| BlackRock, Inc. | 0.00% | Reduce -47.5% | 2,246,847 | $167.1M |
| Raymond James Financial Inc. | 0.05% | Reduce -9.5% | 2,203,124 | $163.8M |
| Signature Estate & Investment Advisors LLC | 3.28% | Add +65.9% | 2,175,844 | $161.8M |
| Composition Wealth, LLC | 2.11% | Add +8.8% | 2,067,115 | $153.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.60% | Add +4.2% | 2,009,214 | $149.4M |
| Foundations Investment Advisors, LLC | 1.81% | Add +8.5% | 1,959,652 | $145.7M |
| OneDigital Investment Advisors LLC | 1.40% | Add +1.2% | 1,921,972 | $142.9M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -11.8% | 1,779,015 | $132.3M |
| Sanctuary Advisors, LLC | 0.71% | Add +1.4% | 1,760,693 | $130.9M |
| Sagespring Wealth Partners, LLC | 2.23% | Add +71.1% | 1,646,319 | $122.4M |
| JB Capital LLC | 4.83% | Reduce -3.2% | 1,609,766 | $119.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +45.2% | 1,548,880 | $115.2M |
| OpenArc Corporate Advisory, LLC | 1.57% | Add +3719.5% | 1,479,002 | $110.0M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -20.0% | 1,477,400 | $109.8M |
| Focus Partners Wealth | 0.12% | Reduce -3.0% | 1,458,273 | $108.6M |
| Modera Wealth Management, LLC | 1.19% | Reduce -10.7% | 1,335,086 | $99.3M |
| Alesco Advisors, LLC, An ESL Co | 2.46% | Reduce -3.3% | 1,297,475 | $96.5M |
| Stifel Financial Corp. | 0.09% | Add +2.5% | 1,277,140 | $95.0M |
| M&T Bank Corp | 0.31% | Reduce -2.6% | 1,254,267 | $93.3M |
| Osaic Holdings, Inc. | 0.13% | Add +7.9% | 1,237,051 | $92.0M |
| Savant Capital, LLC | 0.43% | Reduce -5.4% | 1,203,411 | $89.5M |
| United Capital Financial Advisors, LLC | 0.52% | Reduce -3.1% | 1,137,189 | $84.4M |
| Aspiriant, LLC | 2.27% | Reduce -2.0% | 1,069,553 | $79.5M |
| Cerity Partners LLC | 0.11% | Add +592.3% | 1,042,366 | $77.5M |
| Natixis Advisors, LLC | 0.10% | Add +29.1% | 1,013,917 | $75.4M |
| Caisse de depot et placement du Quebec | 0.12% | Reduce -9.9% | 965,769 | $71.8M |
| Beacon Pointe Advisors, LLC | 0.38% | Add +66.7% | 965,472 | $71.8M |
| Sofi Wealth, LLC | 3.43% | Reduce -12.1% | 956,754 | $71.1M |
| AE Wealth Management LLC | 0.37% | Reduce -11.5% | 929,760 | $69.1M |
| Financial Synergies Wealth Advisors, Inc. | 6.38% | Reduce -2.2% | 899,157 | $66.9M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -19.7% | 897,493 | $66.3M |
| Mariner, LLC | 0.08% | Add +2.5% | 888,630 | $66.1M |
| Pathstone Holdings, LLC | 0.26% | Reduce -1.5% | 869,450 | $64.6M |
| Hackensack Meridian Health, Inc. | 5.98% | Reduce -4.7% | 853,000 | $63.4M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +2.2% | 817,002 | $60.7M |
| Angeles Investment Advisors, LLC | 3.78% | Reduce -4.9% | 756,850 | $56.3M |
| Brave Asset Management Inc. | 13.03% | Add +2.0% | 737,659 | $54.8M |
| Cary Street Partners Financial LLC | 1.31% | Add +5.9% | 731,227 | $53.0M |
| Atria Investments, Inc | 0.58% | Reduce -1.8% | 695,201 | $51.7M |
| Icon Wealth Advisors, LLC | 3.13% | Add +2.6% | 636,575 | $48.2M |
| First American Trust, FSB | 2.94% | Reduce -18.5% | 587,855 | $43.7M |
| Prosperity Consulting Group, LLC | 1.92% | Add +2.0% | 579,503 | $43.1M |
| Mercer Global Advisors Inc. | 0.06% | Add +76.5% | 564,162 | $41.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.2% | 552,353 | $41.1M |
| Prudential Financial Inc. | 0.05% | Reduce -4.8% | 530,638 | $39.5M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.8% | 529,666 | $39.4M |
| Kestra Advisory Services, LLC | 0.15% | Add +11.3% | 529,018 | $39.3M |
| HighTower Advisors, LLC | 0.04% | Add +7.8% | 524,454 | $39.0M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +49.5% | 517,474 | $38.8M |
| Waller Financial Planning Group, Inc. | 8.39% | Add +9.0% | 511,303 | $38.0M |
| Fifth Third Bancorp | 0.07% | Add +77.4% | 505,687 | $37.6M |
| Waverly Advisors, LLC | 0.28% | Add +1.0% | 505,340 | $37.6M |
| UMB Bank, n.a. | 0.52% | Reduce -5.0% | 504,891 | $37.5M |
| Octavia Wealth Advisors, LLC | 3.59% | Reduce -6.9% | 504,780 | $37.5M |
| EP Wealth Advisors, LLC | 0.18% | Reduce -3.8% | 492,654 | $36.6M |
| Integrity Alliance, Llc. | 1.39% | Reduce -6.0% | 490,491 | $36.5M |
| Farther Finance Advisors, LLC | 0.34% | Reduce -19.2% | 480,438 | $36.2M |
| Captrust Financial Advisors | 0.06% | Add +1.3% | 474,030 | $35.2M |
| Franklin Resources Inc. | 0.01% | Add +2.1% | 473,879 | $35.2M |
| Pacific Life Fund Advisors LLC | 3.93% | Reduce -28.2% | 460,558 | $34.2M |
| Elgethun Capital Management | 5.63% | Add +0.5% | 457,396 | $34.0M |
| Mgo One Seven LLC | 0.67% | Add +24.9% | 449,782 | $33.4M |
| Marks Group Wealth Management, Inc | 3.20% | Add +27.8% | 446,464 | $33.2M |
| Ascent Group, LLC | 1.15% | Add +2.1% | 446,290 | $33.2M |
| IHT Wealth Management, LLC | 0.77% | Reduce -4.0% | 445,408 | $33.1M |
| Bank of Montreal | 0.01% | Add +9.6% | 432,834 | $32.2M |
| Affinity Capital Advisors, LLC | 4.42% | Add +2.2% | 424,349 | $31.6M |
| Susquehanna International Group, LLP | 0.04% | Add +817.3% | 423,812 | $31.5M |
| Townsend & Associates, Inc | 2.64% | Reduce -22.4% | 398,130 | $30.6M |
| Lido Advisors, LLC | 0.11% | Reduce -1.2% | 385,060 | $28.6M |
"% 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.