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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 47M | $2.8B | -19% | Mar 2025 |
|
| FMR | 21M | $1.3B | 3% | Mar 2025 |
|
| LPL Financial | 15M | $888M | -12% | Mar 2025 |
|
| Us Bancorp | 13M | $771M | 2% | Mar 2025 |
|
| Jpmorgan Chase & Co | 12M | $725M | -14% | Mar 2025 |
|
| Morgan Stanley | 9.8M | $516M | 100% | Dec 2024 |
|
| Bank of America Corporation | 9.4M | $496M | 14% | Dec 2024 |
|
| Jones Financial Companies, L.L | 9.4M | $556M | -25% | Mar 2025 |
|
| Envestnet Portfolio Solutions | 7.2M | $425M | -31% | Mar 2025 |
|
| BlackRock | 5.1M | $299M | -25% | Mar 2025 |
|
| Alliancebernstein | 5.1M | $298M | -12% | Mar 2025 |
|
| Park Avenue Securities | 5.0M | $296M | -19% | Mar 2025 |
|
| CWM | 4.6M | $272M | -23% | Mar 2025 |
|
| Ameriprise Financial | 4.0M | $238M | -1% | Mar 2025 |
|
| Mml Investors Services | 3.8M | $197M | 11% | Dec 2024 |
|
| Pnc Financial Services | 3.4M | $180M | -6% | Dec 2024 |
|
| Hamilton Capital Management | 3.4M | $198M | 100% | Mar 2025 |
|
| Cetera Investment Advisers | 3.0M | $158M | 9% | Dec 2024 |
|
| UBS Group | 2.9M | $168M | -2% | Mar 2025 |
|
| Baird Financial | 2.5M | $134M | 2% | Dec 2024 |
|
| RiverFront Investment Group | 2.5M | $129M | 4% | Dec 2024 |
|
| Janney Montgomery Scott | 2.4M | $144M | -23% | Mar 2025 |
|
| Wells Fargo & Company | 2.3M | $134M | -14% | Mar 2025 |
|
| Goss Wealth Management | 2.1M | $113M | 22% | Dec 2024 |
|
| Sanctuary Advisors | 2.1M | $119M | 2% | Dec 2024 |
|
| Bank of New York Mellon | 1.9M | $114M | -18% | Mar 2025 |
|
| Modera Wealth Management | 1.9M | $112M | -5% | Mar 2025 |
|
| Royal Bank of Canada | 1.8M | $107M | 23% | Mar 2025 |
|
| Resources Investment Advisors | 1.8M | $107M | -25% | Mar 2025 |
|
| Commonwealth Equity Services | 1.8M | $92M | 9% | Dec 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.7M | $101M | 4% | Mar 2025 |
|
| Miracle Mile Advisors | 1.7M | $98M | 7% | Mar 2025 |
|
| Tiaa Trust, National Association | 1.5M | $90M | 17% | Mar 2025 |
|
| Thrivent Financial for Lutherans | 1.5M | $86M | -1% | Mar 2025 |
|
| M^T Bank Corporation | 1.5M | $86M | -44% | Mar 2025 |
|
| Raymond James Financial | 1.4M | $84M | -20% | Mar 2025 |
|
| Alesco Advisors | 1.4M | $83M | -1% | Mar 2025 |
|
| JB Capital | 1.3M | $78M | -25% | Mar 2025 |
|
| Stifel Financial | 1.3M | $68M | 9% | Dec 2024 |
|
| Savant Capital Management | 1.3M | $75M | 14% | Mar 2025 |
|
| Pathstone Holdings | 1.2M | $73M | 0% | Mar 2025 |
|
| Northwestern Mutual Wealth Management Company | 1.2M | $64M | 4% | Dec 2024 |
|
| Foundations Investment Advisors | 1.2M | $71M | -23% | Mar 2025 |
|
| Dynasty Wealth Management | 1.2M | $70M | -10% | Mar 2025 |
|
| Aspiriant | 1.1M | $67M | -4% | Mar 2025 |
|
| United Capital Financial Advisers | 1.1M | $66M | -23% | Mar 2025 |
|
| Colony | 1.1M | $56M | 9% | Dec 2024 |
|
| AE Wealth Management | 1.1M | $56M | 6% | Dec 2024 |
|
| Merit Financial Group | 1.1M | $63M | 170% | Mar 2025 |
|
| Auto-Owners Insurance | 999k | $93M | -78% | Mar 2025 |
|
| Sofi Wealth | 924k | $55M | 5413% | Mar 2025 |
|
| Johns Hopkins University | 917k | $48M | 100% | Dec 2024 |
|
| Pacific Life Fund Advisors | 916k | $54M | 113% | Mar 2025 |
|
| Beacon Pointe Advisors | 904k | $47M | -2% | Dec 2024 |
|
| Financial Synergies Wealth Advisors | 899k | $53M | 2% | Mar 2025 |
|
| Advocacy Wealth Management Services | 798k | $42M | 6% | Dec 2024 |
|
| Larson Financial Group | 762k | $45M | -1% | Mar 2025 |
|
| Atria Investments | 716k | $38M | -1% | Dec 2024 |
|
| Advisor Group Holdings | 706k | $42M | -23% | Mar 2025 |
|
| Branch Banking & Trust Company | 701k | $41M | -15% | Mar 2025 |
|
| Natixis Asset Management Advisors | 693k | $41M | -50% | Mar 2025 |
|
| Cambridge Investment Research Advisors | 690k | $41M | -14% | Mar 2025 |
|
| Austin Private Wealth | 674k | $40M | -18% | Mar 2025 |
|
| Mariner Wealth Advisors | 667k | $39M | -8% | Mar 2025 |
|
| HTLF Bank | 654k | $34M | 0% | Dec 2024 |
|
| Townsend & Associates | 644k | $38M | 36% | Mar 2025 |
|
| Wright Fund Managment | 622k | $37M | 100% | Mar 2025 |
|
| Change Path | 557k | $29M | 2% | Dec 2024 |
|
| Atria Wealth Solutions | 548k | $32M | -22% | Mar 2025 |
|
| Covenant Partners | 547k | $29M | 8% | Dec 2024 |
|
| Warren Averett Asset Management | 524k | $28M | 34% | Dec 2024 |
|
| First American Trust | 510k | $30M | 380% | Mar 2025 |
|
| Icon Wealth Advisors | 510k | $30M | -14% | Mar 2025 |
|
| EP Wealth Advisors | 506k | $30M | -11% | Mar 2025 |
|
| Captrust Financial Advisors | 498k | $29M | 1% | Mar 2025 |
|
| HighTower Advisors | 490k | $26M | -1% | Dec 2024 |
|
| Brave Asset Management | 472k | $28M | 1% | Mar 2025 |
|
| Kestra Advisory Services | 468k | $25M | 8% | Dec 2024 |
|
| H D Vest Advisory Services | 461k | $24M | 10% | Dec 2024 |
|
| Goldman Sachs Group | 456k | $27M | -17% | Mar 2025 |
|
| Allspring Global Investments Holdings | 455k | $27M | -19% | Mar 2025 |
|
| Integrity Alliance | 432k | $23M | 100% | Dec 2024 |
|
| Octavia Wealth Advisors | 429k | $25M | -26% | Mar 2025 |
|
| Valence8 US | 417k | $25M | 3% | Mar 2025 |
|
| Farther Finance Advisors | 413k | $24M | 5% | Mar 2025 |
|
| High Falls Advisors | 404k | $21M | 8% | Dec 2024 |
|
| Mercer Global Advisors | 400k | $24M | -4% | Mar 2025 |
|
| Integrated Wealth Concepts | 394k | $21M | -42% | Dec 2024 |
|
| MA Private Wealth | 389k | $23M | -1% | Mar 2025 |
|
| Burns Wealth Management | 384k | $23M | 0% | Mar 2025 |
|
| Kestra Private Wealth Services | 377k | $22M | -1% | Mar 2025 |
|
| Buckingham Strategic Partners | 369k | $22M | -1% | Mar 2025 |
|
| Mcmorgan & Co | 363k | $19M | -24% | Dec 2024 |
|
| Elgethun Capital Management | 360k | $21M | 17% | Mar 2025 |
|
| Affinity Capital Advisors | 349k | $20M | 10% | Mar 2025 |
|
| Stone House Investment Management | 341k | $18M | -9% | Dec 2024 |
|
| Invst | 338k | $18M | 12% | Dec 2024 |
|
| Steel Peak Wealth Management | 338k | $20M | -8% | Mar 2025 |
|
| Sharkey, Howes & Javer | 335k | $20M | -24% | Mar 2025 |
|
| Fountainhead AM | 330k | $19M | 3% | Mar 2025 |
|
| Wealth Enhancement Advisory Services | 327k | $19M | 4% | Mar 2025 |
|
| Bruce G. Allen Investments | 326k | $19M | 1% | Mar 2025 |
|
| Cardinal Strategic Wealth Guidance | 325k | $19M | 1% | Mar 2025 |
|
| Bank Of Oklahoma National Association / | 325k | $19M | -1% | Mar 2025 |
|
| West Wealth Group | 325k | $19M | -14% | Mar 2025 |
|
| Fifth Third Bancorp | 322k | $19M | -16% | Mar 2025 |
|
| Shakespeare Wealth Management | 319k | $17M | 6% | Dec 2024 |
|
| Sequoia Financial Advisors | 319k | $19M | -28% | Mar 2025 |
|
| Robertson Stephens Wealth Management | 318k | $19M | 1% | Mar 2025 |
|
| Horst & Graben Wealth Management | 313k | $18M | -17% | Mar 2025 |
|
| Arete Wealth Advisors | 306k | $18M | 3% | Mar 2025 |
|
| Strategic Blueprint | 305k | $18M | -16% | Mar 2025 |
|
| Checchi Capital Advisers | 301k | $18M | 1% | Mar 2025 |
|
| One Wealth Advisors | 300k | $16M | 6% | Dec 2024 |
|
| Plan | 298k | $16M | 8% | Dec 2024 |
|
| Orion Portfolio Solutions | 295k | $16M | -4% | Dec 2024 |
|
| IHT Wealth Management | 294k | $15M | 29% | Dec 2024 |
|
| Greenleaf Trust | 288k | $17M | -4% | Mar 2025 |
|
| Lineweaver Wealth Advisors | 282k | $17M | 21% | Mar 2025 |
|
| AQR Capital Management | 275k | $16M | 1206% | Mar 2025 |
|
| CFS Investment Advisory Services | 274k | $16M | -19% | Mar 2025 |
|
| Wakefield Asset Management L | 268k | $14M | 1% | Dec 2024 |
|
| Financial Advisory Service | 266k | $16M | -1% | Mar 2025 |
|
| Keebeck Wealth Management | 260k | $14M | -2% | Dec 2024 |
|
| Accredited Investors | 254k | $13M | 1% | Dec 2024 |
|
| Wealth Alliance | 254k | $15M | -6% | Mar 2025 |
|
| Charles Schwab Investment Management | 250k | $15M | 100% | Mar 2025 |
|
| HighMark Wealth Management | 248k | $15M | -3% | Mar 2025 |
|
| UMA Financial Services | 247k | $15M | -21% | Mar 2025 |
|
| Private Advisor | 241k | $14M | -16% | Mar 2025 |
|
| Steward Partners Investment Advisory | 240k | $13M | 13% | Dec 2024 |
|
| Ing Investment Management | 240k | $13M | 41% | Dec 2024 |
|
| Long Run Wealth Advisors | 237k | $14M | -3% | Mar 2025 |
|
| Stonebrook Private | 237k | $14M | -26% | Mar 2025 |
|
| Kelly Financial Services | 235k | $14M | -7% | Mar 2025 |
|
| CI Private Wealth | 234k | $14M | -5% | Mar 2025 |
|
| Ronald Blue Trust | 234k | $14M | -25% | Mar 2025 |
|
| Spectrum Wealth Counsel | 230k | $14M | -27% | Mar 2025 |
|
| Financial Life Advisors | 226k | $13M | 3% | Mar 2025 |
|
| Perigon Wealth Management | 217k | $13M | -20% | Mar 2025 |
|
| Verdence Capital Advisors | 214k | $13M | 18% | Mar 2025 |
|
| Kilter Group | 213k | $11M | 100% | Dec 2024 |
|
| Creative Planning | 213k | $13M | 25% | Mar 2025 |
|
| PAX Financial Group | 211k | $13M | -11% | Mar 2025 |
|
| Rockefeller Capital Management | 210k | $11M | 2% | Dec 2024 |
|
| Mma Asset Management | 210k | $12M | 5% | Mar 2025 |
|
| Assetmark | 209k | $11M | 98% | Dec 2024 |
|
| Proequities | 208k | $11B | 9% | Dec 2024 |
|
| Maia Wealth | 205k | $12M | -15% | Mar 2025 |
|
| Keystone Financial Services | 204k | $12M | -25% | Mar 2025 |
|
| Cypress Wealth Services | 201k | $12M | -7% | Mar 2025 |
|
| Scarborough Advisors | 201k | $12M | -37% | Mar 2025 |
|
| Security Financial Services | 184k | $11M | -34% | Mar 2025 |
|
| Summit X | 182k | $11M | -16% | Mar 2025 |
|
| Pettinga Financial Advisors | 176k | $10M | -49% | Mar 2025 |
|
| ONE Advisory Partners | 165k | $9.7M | -24% | Mar 2025 |
|
| Sentinus | 150k | $8.8M | -27% | Mar 2025 |
|
| National Asset Management | 143k | $7.5M | -41% | Dec 2024 |
|
| Symmetry Partner | 140k | $8.3M | -35% | Mar 2025 |
|
| Northwest Capital Management | 136k | $8.0M | -35% | Mar 2025 |
|
| Prudential Financial | 116k | $6.1M | -79% | Dec 2024 |
|
| Keeler THomas Management | 31k | $1.8M | -85% | Mar 2025 |
|
| SCS Capital Management | 22k | $1.3M | -90% | Mar 2025 |
|
| Cary Street Partner Investment Advisory | 7.6k | $398k | -97% | Dec 2024 |
|
| Bank Julius Baer & Co. Ltd, Zurich | 3.4k | $226k | -99% | Mar 2025 |
|
Who sold out of iShares MSCI EAFE Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sagespring Wealth Partners | Dec 2024 | 1.2M | $63M |
| Flow Traders US | Sep 2024 | 443k | $26M |
| Kestra Investment Management | Dec 2024 | 216k | $11M |