ISHARES MSCI EAFE VALUE ETF EFV
$77.85
+1.9% 52w: $58.74 – $77.87
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data58.7468.3077.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.3K
+25 QoQ
13F value
$25.69B
+5.0% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$107.6M calls / — puts
Institutional value by quarter
Number of holders
Who owns EFV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 59.7M | $4.44B | 1.2% | +12.8% |
| LPL Financial LLC | Bank broker | 20.8M | $1.55B | 0.4% | +6.7% |
| FMR LLC | Long only active | 17.0M | $1.26B | 0.1% | -0.3% |
| US BANCORP \DE\ | Wealth advisor | 14.0M | $1.04B | 1.3% | -1.6% |
| JPMORGAN CHASE & CO | Bank broker | 13.4M | $969.7M | 0.1% | +0.8% |
| MORGAN STANLEY | Bank broker | 12.0M | $889.8M | 0.1% | -0.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 10.3M | $769.0M | 0.1% | +7.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 7.4M | $536.1M | 0.3% | +9.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 6.9M | $511.9M | 0.1% | +35.4% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 5.9M | $435.9M | 3.4% | -0.8% |
| Auto-Owners Insurance Co | Wealth advisor | 4.6M | $341.1M | 7.1% | Held |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 4.2M | $315.5M | 1.7% | -42.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 3.9M | $292.7M | 0.8% | -12.1% |
| Cetera Investment Advisers | Wealth advisor | 3.9M | $291.1M | 0.3% | +0.5% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 3.8M | $273.0M | 0.1% | -15.0% |
| Dynasty Wealth Management, LLC | Wealth advisor | 3.5M | $261.9M | 2.3% | +298.6% |
| UBS Group AG | Bank broker | 3.2M | $240.6M | 0.0% | +9.8% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.0M | $226.4M | 0.1% | +2.9% |
| CWM, LLC | Wealth advisor | 3.0M | $225.3M | 0.6% | -44.9% |
| RiverFront Investment Group, LLC | Wealth advisor | 2.8M | $208.4M | 3.2% | +9.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 2.7M | $201.9M | 0.3% | +1.5% |
| ROYAL BANK OF CANADA | Bank broker | 2.7M | $200.7M | 0.0% | -13.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 2.7M | $200.7M | 0.5% | -0.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.5M | $187.8M | 0.0% | -3.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.5M | $184.5M | 0.0% | +3.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 2.4M | $181.7M | 0.7% | +20.0% |
| Hamilton Capital, LLC | Wealth advisor | 2.4M | $178.2M | 9.2% | -28.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 2.4M | $177.9M | 0.2% | +56.3% |
| Merit Financial Group, LLC | Wealth advisor | 2.4M | $176.2M | 1.3% | +4.3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 2.3M | $168.0M | 0.6% | — |
| BlackRock, Inc. | Index provider | 2.2M | $167.1M | 0.0% | -47.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.2M | $163.8M | 0.1% | -9.5% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 2.2M | $161.8M | 3.3% | +65.9% |
| Composition Wealth, LLC | Wealth advisor | 2.1M | $153.7M | 2.1% | +8.8% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 2.0M | $149.4M | 2.6% | +4.2% |
| Foundations Investment Advisors, LLC | Wealth advisor | 2.0M | $145.7M | 1.8% | +8.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 1.9M | $142.9M | 1.4% | +1.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.8M | $132.3M | 0.1% | -11.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 1.8M | $130.9M | 0.7% | +1.4% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 1.6M | $122.4M | 2.2% | +71.1% |
| JB Capital LLC | Wealth advisor | 1.6M | $119.7M | 4.8% | -3.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.5M | $115.2M | 0.0% | +45.2% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 1.5M | $110.0M | 1.6% | +3719.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.5M | $109.8M | 0.2% | -20.0% |
| Focus Partners Wealth | Wealth advisor | 1.5M | $108.6M | 0.1% | -3.0% |
| Modera Wealth Management, LLC | Wealth advisor | 1.3M | $99.3M | 1.2% | -10.7% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 1.3M | $96.5M | 2.5% | -3.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.3M | $95.0M | 0.1% | +2.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $92.0M | 0.1% | +7.9% |
| Savant Capital, LLC | Wealth advisor | 1.2M | $89.5M | 0.4% | -5.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.