Who owns iShares MSCI EAFE Value Index?
- Ticker: EFV
- CUSIP Number: 464288877
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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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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 |
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Envestnet Asset Management | 54M | $3.1B | 115% | Sep 2024 |
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Jones Financial Companies, L.L | 15M | $847M | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 13M | $761M | 45% | Sep 2024 |
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LPL Financial | 13M | $735M | 91% | Sep 2024 |
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Us Bancorp | 12M | $709M | 5% | Sep 2024 |
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Envestnet Portfolio Solutions | 9.9M | $567M | 82% | Sep 2024 |
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Bank of America Corporation | 8.3M | $478M | 48% | Sep 2024 |
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Morgan Stanley | 8.0M | $423M | -15% | Jun 2024 |
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CWM | 6.2M | $355M | 103% | Sep 2024 |
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BlackRock | 5.9M | $337M | 100% | Sep 2024 |
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Park Avenue Securities | 5.7M | $329M | 101% | Sep 2024 |
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Auto-Owners Insurance | 4.0M | $228M | 0% | Sep 2024 |
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Pnc Financial Services | 3.6M | $209M | -4% | Sep 2024 |
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Mml Investors Services | 3.4M | $195M | 115% | Sep 2024 |
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BlackRock | 3.1M | $165M | -34% | Jun 2024 |
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Janney Montgomery Scott | 2.9M | $169M | 135% | Sep 2024 |
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M^T Bank Corporation | 2.6M | $150M | -3% | Sep 2024 |
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Resources Investment Advisors | 2.6M | $149M | 96% | Sep 2024 |
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Alliancebernstein | 2.4M | $129M | 2% | Jun 2024 |
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RiverFront Investment Group | 2.4M | $136M | 125% | Sep 2024 |
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Wells Fargo & Company | 2.2M | $129M | 2% | Sep 2024 |
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Bank of New York Mellon | 2.1M | $122M | 132% | Sep 2024 |
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Modera Wealth Management | 2.0M | $113M | 2% | Sep 2024 |
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Commonwealth Equity Services | 1.6M | $93M | 21% | Sep 2024 |
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Miracle Mile Advisors | 1.6M | $92M | 3% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.6M | $91M | 0% | Sep 2024 |
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JB Capital | 1.6M | $90M | 165% | Sep 2024 |
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Thrivent Financial for Lutherans | 1.5M | $84M | 57% | Sep 2024 |
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Cetera Investment Advisers | 1.4M | $77M | -30% | Jun 2024 |
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Alesco Advisors | 1.4M | $81M | 2% | Sep 2024 |
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United Capital Financial Advisers | 1.4M | $81M | 148% | Sep 2024 |
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Sanctuary Advisors | 1.4M | $75M | 100% | Jun 2024 |
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Foundations Investment Advisors | 1.4M | $80M | 138% | Sep 2024 |
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Royal Bank of Canada | 1.3M | $77M | 5% | Sep 2024 |
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Pathstone Holdings | 1.2M | $70M | 0% | Sep 2024 |
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Tiaa Trust, National Association | 1.2M | $64M | 5% | Jun 2024 |
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Aspiriant | 1.2M | $68M | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 1.2M | $67M | -3% | Sep 2024 |
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Savant Capital Management | 1.1M | $64M | -1% | Sep 2024 |
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Raymond James & Associates | 1.1M | $63M | 26% | Sep 2024 |
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Goldman Sachs Group | 1.0M | $54M | -40% | Jun 2024 |
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AE Wealth Management | 1.0M | $58M | 24% | Sep 2024 |
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Colony | 977k | $56M | 346% | Sep 2024 |
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EP Wealth Advisors | 970k | $56M | -12% | Sep 2024 |
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Buckingham Asset Management | 951k | $50M | -2% | Jun 2024 |
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Beacon Pointe Advisors | 920k | $53M | -5% | Sep 2024 |
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Morningstar Investment Services | 914k | $53M | 4% | Sep 2024 |
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Financial Synergies Wealth Advisors | 849k | $49M | 1% | Sep 2024 |
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Cambridge Investment Research Advisors | 778k | $45M | 52% | Sep 2024 |
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Goss Wealth Management | 759k | $40M | -12% | Jun 2024 |
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Advocacy Wealth Management Services | 754k | $43M | 182% | Sep 2024 |
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Natixis Asset Management Advisors | 734k | $42M | -17% | Sep 2024 |
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Austin Private Wealth | 733k | $42M | 174% | Sep 2024 |
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Advisor Group Holdings | 730k | $42M | 7% | Sep 2024 |
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Atria Investments | 720k | $41M | 113% | Sep 2024 |
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Larson Financial Group | 688k | $40M | 6% | Sep 2024 |
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Integrated Wealth Concepts | 680k | $39M | 26% | Sep 2024 |
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HTLF Bank | 656k | $38M | 0% | Sep 2024 |
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Atria Wealth Solutions | 647k | $37M | 129% | Sep 2024 |
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CFS Investment Advisory Services | 643k | $37M | 125% | Sep 2024 |
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Barrow, Hanley, Mewhinney & Strauss | 641k | $34M | 100% | Jun 2024 |
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Raymond James Financial Services Advisors | 636k | $37M | -1% | Sep 2024 |
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Branch Banking & Trust Company | 617k | $33M | -14% | Jun 2024 |
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Mariner Wealth Advisors | 613k | $35M | 16% | Sep 2024 |
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Allspring Global Investments Holdings | 600k | $35M | -1% | Sep 2024 |
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Stifel Financial | 576k | $31M | -26% | Jun 2024 |
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Robertson Stephens Wealth Management | 566k | $33M | 838% | Sep 2024 |
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Icon Wealth Advisors | 564k | $32M | 35% | Sep 2024 |
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Octavia Wealth Advisors | 558k | $32M | 7% | Sep 2024 |
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Change Path | 548k | $32M | 225% | Sep 2024 |
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Bank Julius Baer & Co. Ltd, Zurich | 541k | $32M | 100% | Jun 2024 |
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Rockefeller Capital Management | 528k | $28M | -4% | Jun 2024 |
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Covenant Partners | 508k | $29M | -7% | Sep 2024 |
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Old Mission Capital | 477k | $25M | 100% | Jun 2024 |
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Mcmorgan & Co | 475k | $27M | -5% | Sep 2024 |
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HighTower Advisors | 472k | $25M | -36% | Jun 2024 |
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Townsend & Associates | 472k | $26M | 0% | Sep 2024 |
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Mercer Global Advisors | 469k | $25M | -10% | Jun 2024 |
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Brave Asset Management | 462k | $27M | 4% | Sep 2024 |
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Flow Traders US | 443k | $26M | 100% | Sep 2024 |
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Kestra Advisory Services | 435k | $25M | -14% | Sep 2024 |
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Captrust Financial Advisors | 420k | $24M | 8% | Sep 2024 |
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Fifth Third Bancorp | 416k | $24M | -9% | Sep 2024 |
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Sharkey, Howes & Javer | 414k | $24M | 98% | Sep 2024 |
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Valence8 US | 399k | $23M | 0% | Sep 2024 |
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Steel Peak Wealth Management | 395k | $23M | 170% | Sep 2024 |
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Burns Wealth Management | 388k | $22M | -3% | Sep 2024 |
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MA Private Wealth | 384k | $22M | -24% | Sep 2024 |
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Stone House Investment Management | 374k | $22M | 48% | Sep 2024 |
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High Falls Advisors | 373k | $22M | 119% | Sep 2024 |
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Horst & Graben Wealth Management | 353k | $20M | 89% | Sep 2024 |
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Pettinga Financial Advisors | 351k | $20M | 162% | Sep 2024 |
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West Wealth Group | 344k | $20M | 81% | Sep 2024 |
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Johnson Financial Group | 339k | $20M | -62% | Sep 2024 |
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Strategic Blueprint | 336k | $19M | 54% | Sep 2024 |
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Farther Finance Advisors | 332k | $19M | 61% | Sep 2024 |
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Affinity Capital Advisors | 327k | $19M | -3% | Sep 2024 |
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Bank Of Oklahoma National Association / | 321k | $18M | -2% | Sep 2024 |
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Checchi Capital Advisers | 310k | $18M | -3% | Sep 2024 |
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Spectrum Wealth Counsel | 310k | $18M | 88% | Sep 2024 |
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Orion Portfolio Solutions | 308k | $18M | 30% | Sep 2024 |
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Cardinal Strategic Wealth Guidance | 307k | $18M | 35% | Sep 2024 |
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Bruce G. Allen Investments | 306k | $18M | 0% | Sep 2024 |
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Invst | 303k | $17M | 78% | Sep 2024 |
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Shakespeare Wealth Management | 301k | $17M | 100% | Sep 2024 |
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Scarborough Advisors | 299k | $17M | 100% | Sep 2024 |
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Fountainhead AM | 293k | $17M | 5% | Sep 2024 |
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Greenleaf Trust | 290k | $17M | 0% | Sep 2024 |
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Wealth Alliance | 288k | $17M | 113% | Sep 2024 |
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UMA Financial Services | 286k | $16M | 175% | Sep 2024 |
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One Wealth Advisors | 283k | $16M | 122% | Sep 2024 |
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SCS Capital Management | 279k | $15M | -34% | Jun 2024 |
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Arete Wealth Advisors | 279k | $16M | 17% | Sep 2024 |
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Security Financial Services | 278k | $16M | 149% | Sep 2024 |
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Plan | 275k | $16M | 1% | Sep 2024 |
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Financial Advisory Service | 271k | $16M | -2% | Sep 2024 |
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Buckingham Strategic Partners | 269k | $16M | -7% | Sep 2024 |
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Cary Street Partner Investment Advisory | 265k | $15M | 9% | Sep 2024 |
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Wealth Enhancement Advisory Services | 265k | $14M | 0% | Jun 2024 |
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Keystone Financial Services | 264k | $15M | 141% | Sep 2024 |
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Wakefield Asset Management L | 264k | $15M | 0% | Sep 2024 |
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Private Advisor | 260k | $15M | 42% | Sep 2024 |
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HighMark Wealth Management | 256k | $15M | -3% | Sep 2024 |
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Kelly Financial Services | 251k | $15M | 99% | Sep 2024 |
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Accredited Investors | 251k | $14M | -3% | Sep 2024 |
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CI Private Wealth | 248k | $14M | -6% | Sep 2024 |
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Keeler THomas Management | 247k | $14M | 2% | Sep 2024 |
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Summit Trail Advisors | 238k | $14M | 0% | Sep 2024 |
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Ewa | 235k | $13M | 64% | Sep 2024 |
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Perigon Wealth Management | 234k | $14M | 109% | Sep 2024 |
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Stonebrook Private | 231k | $13M | 2% | Sep 2024 |
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Kestra Private Wealth Services | 231k | $13M | 31% | Sep 2024 |
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H D Vest Advisory Services | 231k | $12M | -20% | Jun 2024 |
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Northwest Capital Management | 227k | $13M | 27% | Sep 2024 |
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Long Run Wealth Advisors | 225k | $13M | 2% | Sep 2024 |
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Maia Wealth | 221k | $12M | 49% | Sep 2024 |
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Lineweaver Wealth Advisors | 218k | $13M | 3% | Sep 2024 |
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Financial Life Advisors | 218k | $13M | 3% | Sep 2024 |
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Keebeck Wealth Management | 216k | $12M | -11% | Jun 2024 |
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ONE Advisory Partners | 214k | $12M | 174% | Sep 2024 |
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Symmetry Partner | 211k | $12M | -81% | Sep 2024 |
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Townsquare Capital | 206k | $12M | 37% | Sep 2024 |
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Honkamp Krueger Financial Services | 204k | $11M | 1% | Jun 2024 |
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TSA Wealth Managment | 200k | $12M | 93% | Sep 2024 |
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Connable Office | 197k | $11M | 1% | Sep 2024 |
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Brookstone Capital Management | 195k | $11M | 157% | Sep 2024 |
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Apella Capital | 192k | $11M | -4% | Sep 2024 |
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Proequities | 190k | $11B | 126% | Sep 2024 |
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Quent Capital | 186k | $11M | -1% | Sep 2024 |
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Kestra Investment Management | 185k | $11M | -65% | Sep 2024 |
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Merit Financial Group | 155k | $8.9M | -27% | Sep 2024 |
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Jane Street | 152k | $8.7M | -91% | Sep 2024 |
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National Asset Management | 132k | $7.0M | -64% | Jun 2024 |
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Ronald Blue Trust | 122k | $6.5M | -41% | Sep 2024 |
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Cassaday & Co Wealth Management | 15k | $860k | -93% | Sep 2024 |
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Who sold out of iShares MSCI EAFE Value Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Qube Research & Technologies | Mar 2024 | 875k | $48M |