Who owns iShares MSCI EAFE Value Index?
- Ticker: EFV
- CUSIP Number: 464288877
Tip: Access positions for across all investors
Analyze quarterly positions in iShares MSCI EAFE Value Index with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares MSCI EAFE Value Index stock
Who bought or sold iShares MSCI EAFE Value Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 12M | $622M | 7% | Dec 2023 |
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| Us Bancorp | 11M | $588M | 3% | Dec 2023 |
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| Envestnet Portfolio Solutions | 8.8M | $458M | 100% | Dec 2023 |
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| Bank of America Corporation | 7.9M | $411M | -2% | Dec 2023 |
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| CWM | 5.0M | $273M | 19% | Mar 2024 |
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| Advisor Group Holdings | 4.4M | $228M | -44% | Dec 2023 |
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| Park Avenue Securities | 4.1M | $223M | -26% | Mar 2024 |
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| Pnc Financial Services | 4.0M | $211M | -38% | Dec 2023 |
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| UBS Group | 3.0M | $157M | -1% | Dec 2023 |
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| M^T Bank Corporation | 2.9M | $151M | -6% | Dec 2023 |
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| Wells Fargo & Company | 2.8M | $144M | 7% | Dec 2023 |
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| Janney Montgomery Scott | 2.7M | $139M | -12% | Dec 2023 |
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| Bank of New York Mellon | 2.4M | $125M | -7% | Dec 2023 |
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| Alliancebernstein | 2.4M | $124M | -10% | Dec 2023 |
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| Baird Financial | 2.3M | $118M | 726% | Dec 2023 |
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| Commonwealth Equity Services | 1.7M | $89M | 0% | Dec 2023 |
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| Modera Wealth Management | 1.7M | $86M | -2% | Dec 2023 |
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| AE Wealth Management | 1.6M | $82M | 7% | Dec 2023 |
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| Miracle Mile Advisors | 1.5M | $83M | -17% | Mar 2024 |
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| United Capital Financial Advisers | 1.5M | $78M | 9798% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.5M | $77M | 8% | Dec 2023 |
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| JB Capital | 1.4M | $72M | -10% | Dec 2023 |
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| Alesco Advisors | 1.4M | $71M | 1% | Dec 2023 |
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| Tiaa Trust, National Association | 1.4M | $71M | 3% | Dec 2023 |
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| Aspiriant | 1.2M | $65M | -1% | Mar 2024 |
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| Savant Capital Management | 1.2M | $62M | 0% | Dec 2023 |
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| Royal Bank of Canada | 1.1M | $59M | 10% | Dec 2023 |
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| Foundations Investment Advisors | 1.1M | $57M | 6% | Dec 2023 |
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| RiverFront Investment Group | 1.1M | $57M | 5% | Dec 2023 |
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| Symmetry Partner | 1.1M | $55M | 3% | Dec 2023 |
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| Beacon Pointe Advisors | 1.0M | $53M | -19% | Dec 2023 |
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| Pathstone Holdings | 986k | $51M | 100% | Dec 2023 |
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| Buckingham Asset Management | 982k | $51M | 2% | Dec 2023 |
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| Stifel Financial | 979k | $51M | 3% | Dec 2023 |
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| Raymond James & Associates | 974k | $53M | -5% | Mar 2024 |
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| HighTower Advisors | 917k | $48M | 11% | Dec 2023 |
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| Natixis Asset Management Advisors | 899k | $49M | 4% | Mar 2024 |
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| Branch Banking & Trust Company | 887k | $46M | -6% | Dec 2023 |
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| Financial Synergies Wealth Advisors | 813k | $44M | -2% | Mar 2024 |
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| Captrust Financial Advisors | 773k | $40M | -4% | Dec 2023 |
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| Wealthsource Partners | 746k | $39M | -17% | Dec 2023 |
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| Allspring Global Investments Holdings | 677k | $37M | -21% | Mar 2024 |
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| Johnson Financial Group | 670k | $35M | 674% | Dec 2023 |
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| HTLF Bank | 662k | $35M | 100% | Dec 2023 |
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| Covenant Partners | 660k | $34M | 4% | Dec 2023 |
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| Atria Investments | 645k | $34M | -11% | Dec 2023 |
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| Bank Julius Baer & Co. Ltd, Zurich | 630k | $33M | -1% | Dec 2023 |
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| Goldman Sachs Group | 627k | $33M | 9% | Dec 2023 |
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| Cambridge Investment Research Advisors | 612k | $33M | 3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 598k | $33M | -2% | Mar 2024 |
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| Atria Wealth Solutions | 591k | $31M | -12% | Dec 2023 |
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| Financial Gravity Wealth | 561k | $0 | 0% | Dec 2023 |
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| Icon Wealth Advisors | 535k | $28M | 100% | Dec 2023 |
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| Rockefeller Capital Management | 509k | $27M | -3% | Dec 2023 |
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| Octavia Wealth Advisors | 501k | $27M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 500k | $26M | 0% | Dec 2023 |
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| Fifth Third Bancorp | 500k | $27M | -12% | Mar 2024 |
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| Townsend & Associates | 466k | $24M | 2% | Dec 2023 |
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| SCS Capital Management | 461k | $24M | -31% | Dec 2023 |
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| MA Private Wealth | 452k | $24M | 5% | Dec 2023 |
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| Kestra Advisory Services | 425k | $22M | 12% | Dec 2023 |
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| Brave Asset Management | 425k | $22M | 0% | Dec 2023 |
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| Valence8 US | 422k | $22M | 4% | Dec 2023 |
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| Sharkey, Howes & Javer | 404k | $22M | -4% | Mar 2024 |
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| Ronald Blue Trust | 389k | $19M | 33% | Dec 2023 |
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| Austin Private Wealth | 388k | $21M | -26% | Mar 2024 |
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| One Capital Management | 382k | $20M | 6617% | Dec 2023 |
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| High Falls Advisors | 378k | $20M | -13% | Dec 2023 |
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| Mercer Global Advisors | 369k | $19M | -4% | Dec 2023 |
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| Checchi Capital Advisers | 363k | $20M | 0% | Mar 2024 |
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| West Wealth Group | 362k | $19M | -6% | Dec 2023 |
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| H D Vest Advisory Services | 356k | $19M | -3% | Dec 2023 |
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| Advocacy Wealth Management Services | 355k | $19M | -33% | Mar 2024 |
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| Invst | 347k | $18M | 5% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 344k | $18M | 2% | Dec 2023 |
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| Affinity Capital Advisors | 336k | $18M | 18% | Mar 2024 |
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| Change Path | 324k | $17M | -28% | Dec 2023 |
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| Cardinal Strategic Wealth Guidance | 318k | $17M | 0% | Mar 2024 |
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| CI Private Wealth | 312k | $16M | -9% | Dec 2023 |
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| Financial Advisory Service | 309k | $16M | -1% | Dec 2023 |
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| Spectrum Wealth Counsel | 308k | $16M | 100% | Dec 2023 |
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| Strategic Blueprint | 307k | $17M | -7% | Mar 2024 |
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| Bruce G. Allen Investments | 303k | $17M | 0% | Mar 2024 |
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| Merit Financial Group | 295k | $15M | -9% | Dec 2023 |
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| Greenleaf Trust | 294k | $15M | 9% | Dec 2023 |
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| HighMark Wealth Management | 291k | $15M | -1% | Dec 2023 |
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| Accredited Investors | 289k | $15M | -12% | Dec 2023 |
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| Plan | 271k | $14M | 0% | Dec 2023 |
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| 1st Source Bank | 268k | $14M | -2% | Dec 2023 |
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| Wakefield Asset Management L | 267k | $14M | -1% | Dec 2023 |
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| Horst & Graben Wealth Management | 265k | $14M | -30% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 264k | $14M | 4% | Mar 2024 |
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| Wealth Alliance | 263k | $14M | 0% | Dec 2023 |
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| Keebeck Wealth Management | 262k | $14M | 21% | Dec 2023 |
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| Stone House Investment Management | 259k | $14M | -13% | Dec 2023 |
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| National Asset Management | 255k | $13M | -31% | Dec 2023 |
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| Keystone Financial Services | 251k | $13M | -14% | Dec 2023 |
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| TNF | 249k | $13M | -5% | Dec 2023 |
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| Stonebrook Private | 248k | $13M | 100% | Dec 2023 |
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| Arete Wealth Advisors | 244k | $13M | 807% | Dec 2023 |
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| Farther Finance Advisors | 241k | $13M | 19% | Dec 2023 |
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| Financial Life Advisors | 240k | $13M | -1% | Mar 2024 |
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| Summit Trail Advisors | 238k | $13M | 0% | Mar 2024 |
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| Crestone Asset Management | 233k | $12M | -11% | Dec 2023 |
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| Pettinga Financial Advisors | 231k | $13M | -39% | Mar 2024 |
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| Steel Peak Wealth Management | 229k | $12M | -29% | Mar 2024 |
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| Northwest Capital Management | 225k | $12M | 0% | Mar 2024 |
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| Scarborough Advisors | 224k | $12M | -19% | Dec 2023 |
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| TSA Wealth Managment | 222k | $12M | 100% | Dec 2023 |
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| Fountainhead AM | 220k | $12M | 10% | Dec 2023 |
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| Strategic Financial | 220k | $12M | 1% | Dec 2023 |
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| Keeler THomas Management | 217k | $11M | 1% | Dec 2023 |
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| Cassaday & Co Wealth Management | 215k | $11M | 1% | Dec 2023 |
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| Long Run Wealth Advisors | 213k | $11M | -1% | Dec 2023 |
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| Apella Capital | 213k | $12M | -7% | Mar 2024 |
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| Moneta Group Investment Advisors | 211k | $11M | -7% | Dec 2023 |
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| PAX Financial Group | 211k | $11M | -14% | Dec 2023 |
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| Corepath Wealth Partners | 208k | $11M | 1% | Dec 2023 |
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| Honkamp Krueger Financial Services | 203k | $11M | 26% | Dec 2023 |
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| Lineweaver Wealth Advisors | 203k | $11M | 2% | Dec 2023 |
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| Cary Street Partners Asset Management | 199k | $10M | -10% | Dec 2023 |
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| Connable Office | 198k | $10M | -1% | Dec 2023 |
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| Steward Partners Investment Advisory | 195k | $10M | -9% | Dec 2023 |
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| Summit X | 189k | $9.8M | -16% | Dec 2023 |
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| One Wealth Advisors | 188k | $10M | -27% | Mar 2024 |
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| Private Advisor | 185k | $9.6M | -6% | Dec 2023 |
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| Proequities | 183k | $9.6B | -18% | Dec 2023 |
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| Milestone Group | 183k | $9.6M | -3% | Dec 2023 |
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| Simplicity Wealth | 182k | $9.5M | 2% | Dec 2023 |
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| Associated Banc- | 180k | $9.4M | 7% | Dec 2023 |
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| Efficient Advisors | 180k | $9.4M | -6% | Dec 2023 |
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| Yeomans Consulting Group | 178k | $9.3M | 100% | Dec 2023 |
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| Quent Capital | 178k | $9.3M | 5% | Dec 2023 |
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| Rsm Us Wealth Management | 178k | $9.3M | 6% | Dec 2023 |
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| Security Financial Services | 176k | $9.6M | -21% | Mar 2024 |
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| Creative Planning | 176k | $9.2M | 1% | Dec 2023 |
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| Bank Of Montreal | 173k | $9.0M | -2% | Dec 2023 |
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| BCJ Capital Management | 172k | $9.0M | -17% | Dec 2023 |
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| Perigon Wealth Management | 168k | $8.7M | -7% | Dec 2023 |
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| RTD Financial Advisors | 166k | $9.0M | 1% | Mar 2024 |
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| UMA Financial Services | 165k | $8.6M | -27% | Mar 2024 |
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| Derbend Asset Management | 162k | $8.5M | 35% | Dec 2023 |
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| Kestra Private Wealth Services | 162k | $8.4M | 14% | Dec 2023 |
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| McLean Asset Management Corp | 162k | $8.8M | -5% | Mar 2024 |
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| Van Hulzen Asset Management | 161k | $8.4M | -9% | Dec 2023 |
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| Cypress Wealth Services | 161k | $8.8M | -20% | Mar 2024 |
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| Spire Wealth Management | 156k | $8.5M | -12% | Mar 2024 |
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| Apeiron RIA | 156k | $8.5M | -12% | Mar 2024 |
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| Townsquare Capital | 155k | $8.1M | 7% | Dec 2023 |
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| RFG Advisory | 154k | $8.4M | -23% | Mar 2024 |
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| Marks Group Wealth Management | 153k | $8.0M | -14% | Dec 2023 |
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| Day & Ennis | 149k | $7.8M | -6% | Dec 2023 |
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| Advisory Services Network | 146k | $7.6M | -19% | Dec 2023 |
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| SWMG | 146k | $7.6M | -14% | Dec 2023 |
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| Emerald Investment Partners | 146k | $7.6M | -15% | Dec 2023 |
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| ONE Advisory Partners | 143k | $7.8M | -29% | Mar 2024 |
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| Buttonwood Financial Group | 127k | $6.9M | -46% | Mar 2024 |
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| Principal Financial Group | 117k | $6.1M | -39% | Dec 2023 |
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| Brookstone Capital Management | 117k | $6.3M | -37% | Mar 2024 |
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| Pacific Life Fund Advisors | 49k | $2.7M | -77% | Mar 2024 |
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Who sold out of iShares MSCI EAFE Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Orion Portfolio Solutions | Sep 2023 | 341k | $17M |