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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 60M | $4.4B | 13% | Mar 2026 |
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| LPL Financial | 21M | $1.6B | 7% | Mar 2026 |
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| FMR | 17M | $1.2B | 10% | Dec 2025 |
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| Us Bancorp | 14M | $1.0B | 2% | Dec 2025 |
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| Morgan Stanley | 12M | $890M | 0% | Mar 2026 |
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| Bank of America Corporation | 10M | $769M | 100% | Mar 2026 |
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| Ameriprise Financial | 6.9M | $512M | 35% | Mar 2026 |
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| Jones Financial Companies, L.L | 6.8M | $484M | -1% | Dec 2025 |
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| Park Avenue Securities | 5.9M | $436M | -1% | Mar 2026 |
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| CWM | 5.5M | $393M | -14% | Dec 2025 |
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| Auto-Owners Insurance | 4.6M | $341M | 0% | Mar 2026 |
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| Envestnet Portfolio Solutions | 4.2M | $316M | -43% | Mar 2026 |
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| Mml Investors Services | 3.9M | $293M | -12% | Mar 2026 |
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| Cetera Investment Advisers | 3.9M | $291M | 1% | Mar 2026 |
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| Alliancebernstein | 3.8M | $273M | -15% | Mar 2026 |
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| Dynasty Wealth Management | 3.5M | $262M | 299% | Mar 2026 |
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| UBS Group | 3.2M | $241M | 10% | Mar 2026 |
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| Pnc Financial Services | 3.0M | $226M | 3% | Mar 2026 |
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| RiverFront Investment Group | 2.8M | $208M | 9% | Mar 2026 |
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| Royal Bank of Canada | 2.7M | $201M | -27% | Mar 2026 |
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| Janney Montgomery Scott | 2.7M | $201M | 0% | Mar 2026 |
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| Baird Financial | 2.7M | $191M | 0% | Dec 2025 |
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| Wells Fargo & Company | 2.5M | $188M | -3% | Mar 2026 |
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| Bank of New York Mellon | 2.5M | $185M | 4% | Mar 2026 |
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| Goss Wealth Management | 2.4M | $182M | 20% | Mar 2026 |
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| Raymond James Financial | 2.4M | $174M | 23% | Dec 2025 |
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| Hamilton Capital Management | 2.4M | $178M | -28% | Mar 2026 |
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| Branch Banking & Trust Company | 2.4M | $178M | 56% | Mar 2026 |
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| Merit Financial Group | 2.4M | $176M | 4% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 2.3M | $168M | 100% | Mar 2026 |
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| BlackRock | 2.2M | $167M | -47% | Mar 2026 |
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| Signature Estate and Investment Advisors | 2.2M | $162M | 66% | Mar 2026 |
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| Miracle Mile Advisors | 2.1M | $154M | 9% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.0M | $149M | 4% | Mar 2026 |
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| Foundations Investment Advisors | 2.0M | $146M | 9% | Mar 2026 |
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| Resources Investment Advisors | 1.9M | $143M | 1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.8M | $132M | -12% | Mar 2026 |
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| Sanctuary Advisors | 1.8M | $131M | 1% | Mar 2026 |
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| Citadel Advisors | 1.7M | $130M | 19% | Mar 2026 |
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| Sagespring Wealth Partners | 1.6M | $122M | 71% | Mar 2026 |
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| JB Capital | 1.6M | $120M | -3% | Mar 2026 |
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| Colony | 1.5M | $107M | 6% | Dec 2025 |
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| OpenArc Corporate Advisory | 1.5M | $110M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 1.5M | $110M | -20% | Mar 2026 |
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| Schroder Investment Management Group | 1.4M | $101M | 100% | Dec 2025 |
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| Modera Wealth Management | 1.3M | $99M | -11% | Mar 2026 |
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| Alesco Advisors | 1.3M | $97M | -3% | Mar 2026 |
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| Stifel Financial | 1.3M | $95M | 2% | Mar 2026 |
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| Savant Capital Management | 1.2M | $90M | -5% | Mar 2026 |
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| M^T Bank Corporation | 1.2M | $89M | -7% | Mar 2026 |
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| Advisor Group Holdings | 1.1M | $82M | -5% | Dec 2025 |
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| United Capital Financial Advisers | 1.1M | $84M | -3% | Mar 2026 |
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| Caisse de depot et placement du Quebec | 1.1M | $77M | 709% | Dec 2025 |
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| Aspiriant | 1.1M | $80M | -2% | Mar 2026 |
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| Charles Schwab Investment Management | 1.1M | $76M | 63% | Dec 2025 |
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| HPM Partners | 1.0M | $78M | 592% | Mar 2026 |
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| Natixis Asset Management Advisors | 1.0M | $75M | 29% | Mar 2026 |
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| Sofi Wealth | 957k | $71M | -12% | Mar 2026 |
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| AE Wealth Management | 930k | $69M | -12% | Mar 2026 |
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| Financial Synergies Wealth Advisors | 899k | $67M | -2% | Mar 2026 |
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| Thrivent Financial for Lutherans | 898k | $67M | -20% | Mar 2026 |
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| Hackensack Meridian Health | 895k | $64M | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 889k | $66M | 2% | Mar 2026 |
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| Pathstone Holdings | 870k | $65M | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 817k | $61M | 2% | Mar 2026 |
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| Angeles Investment | 757k | $56M | -5% | Mar 2026 |
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| Brave Asset Management | 738k | $55M | 2% | Mar 2026 |
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| Cary Street Partners Financial | 731k | $52M | 6% | Mar 2026 |
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| Atria Investments | 695k | $52M | -2% | Mar 2026 |
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| Austin Private Wealth | 661k | $47M | -8% | Dec 2025 |
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| Icon Wealth Advisors | 637k | $48M | 3% | Mar 2026 |
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| First American Trust | 588k | $44M | -18% | Mar 2026 |
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| Prosperity Consulting Group | 580k | $43M | 2% | Mar 2026 |
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| Beacon Pointe Advisors | 579k | $41M | 7% | Dec 2025 |
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| Mercer Global Advisors | 564k | $42M | 77% | Mar 2026 |
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| Goldman Sachs Group | 552k | $41M | 7% | Mar 2026 |
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| Prudential Financial | 531k | $40M | -5% | Mar 2026 |
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| Rockefeller Capital Management | 530k | $39M | -3% | Mar 2026 |
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| Kestra Advisory Services | 529k | $39M | 11% | Mar 2026 |
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| HighTower Advisors | 525k | $39M | 8% | Mar 2026 |
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| Waller Financial Planning Group | 511k | $38M | 9% | Mar 2026 |
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| Fifth Third Bancorp | 506k | $38M | 77% | Mar 2026 |
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| Umb Bank N A | 505k | $38M | -5% | Mar 2026 |
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| Octavia Wealth Advisors | 505k | $38M | -7% | Mar 2026 |
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| Warren Averett Asset Management | 501k | $36M | -4% | Dec 2025 |
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| EP Wealth Advisors | 493k | $37M | -4% | Mar 2026 |
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| Integrity Alliance | 491k | $37M | -6% | Mar 2026 |
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| Farther Finance Advisors | 480k | $36M | -19% | Mar 2026 |
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| Franklin Resources | 474k | $35M | 2% | Mar 2026 |
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| Captrust Financial Advisors | 468k | $33M | -20% | Dec 2025 |
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| IHT Wealth Management | 464k | $33M | 3% | Dec 2025 |
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| Pacific Life Fund Advisors | 461k | $34M | -28% | Mar 2026 |
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| Elgethun Capital Management | 457k | $34M | 1% | Mar 2026 |
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| Marks Group Wealth Management | 447k | $33M | 28% | Mar 2026 |
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| Ascent Group | 437k | $31M | -11% | Dec 2025 |
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| Bank Of Montreal | 433k | $32M | 100% | Mar 2026 |
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| Affinity Capital Advisors | 424k | $32M | 2% | Mar 2026 |
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| Townsend & Associates | 398k | $31M | -22% | Mar 2026 |
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| Lido Advisors | 385k | $29M | -1% | Mar 2026 |
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| Stone House Investment Management | 384k | $29M | -2% | Mar 2026 |
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| Buckingham Strategic Partners | 383k | $29M | -6% | Mar 2026 |
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| Allspring Global Investments Holdings | 379k | $28M | -10% | Mar 2026 |
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| Burns Wealth Management | 372k | $28M | -1% | Mar 2026 |
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| Td Private Client Wealth | 365k | $27M | 269% | Mar 2026 |
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| We Are One Seven | 360k | $26M | 30% | Dec 2025 |
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| CLS Investments | 355k | $26M | -7% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 349k | $26M | 5% | Mar 2026 |
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| Eq | 348k | $26M | 5% | Mar 2026 |
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| One Capital Management | 346k | $26M | 1710% | Mar 2026 |
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| Sharkey, Howes & Javer | 339k | $25M | -19% | Mar 2026 |
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| Perigon Wealth Management | 332k | $25M | -4% | Mar 2026 |
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| Cardinal Strategic Wealth Guidance | 329k | $24M | 0% | Mar 2026 |
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| Steel Peak Wealth Management | 328k | $24M | -10% | Mar 2026 |
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| Concurrent Investment Advisors | 322k | $24M | 130% | Mar 2026 |
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| High Falls Advisors | 322k | $23M | -14% | Dec 2025 |
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| Bruce G. Allen Investments | 319k | $24M | -2% | Mar 2026 |
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| Arete Wealth Advisors | 316k | $24M | -4% | Mar 2026 |
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| Shakespeare Wealth Management | 311k | $23M | -3% | Mar 2026 |
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| AQR Capital Management | 311k | $23M | 2% | Mar 2026 |
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| Kestra Private Wealth Services | 309k | $23M | 3% | Mar 2026 |
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| Strategic Blueprint | 307k | $23M | -6% | Mar 2026 |
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| Pensionmark Financial Group | 299k | $22M | -6% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 296k | $21M | 9% | Dec 2025 |
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| Larson Financial Group | 288k | $21M | -12% | Dec 2025 |
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| PAX Financial Group | 287k | $21M | 4% | Mar 2026 |
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| Integrated Wealth Concepts | 286k | $21M | -2% | Mar 2026 |
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| 1607 Capital Partners | 279k | $21M | 100% | Mar 2026 |
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| Valence8 US | 278k | $21M | -23% | Mar 2026 |
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| Ashton Thomas Private Wealth | 272k | $20M | -2% | Mar 2026 |
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| Verdence Capital Advisors | 269k | $20M | 8% | Mar 2026 |
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| Wealth Alliance | 266k | $19M | -10% | Dec 2025 |
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| West Wealth Group | 263k | $20M | -43% | Mar 2026 |
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| Financial Advisory Service | 261k | $19M | -3% | Mar 2026 |
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| Integrated Capital Management | 260k | $19M | -8% | Mar 2026 |
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| Johnson Investment Counsel | 260k | $19M | 5% | Mar 2026 |
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| BCJ Capital Management | 259k | $19M | 7% | Mar 2026 |
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| Long Run Wealth Advisors | 258k | $18M | 4% | Dec 2025 |
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| MA Private Wealth | 257k | $19M | -35% | Mar 2026 |
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| Private Advisor | 252k | $19M | -15% | Mar 2026 |
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| Plan | 251k | $20M | -1% | Mar 2026 |
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| Ball & Co Wealth Management | 250k | $19M | 71% | Mar 2026 |
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| Keystone Financial Services | 248k | $18M | -16% | Mar 2026 |
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| Global Retirement Partners | 242k | $17M | 35% | Dec 2025 |
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| Checchi Capital Advisers | 240k | $18M | -12% | Mar 2026 |
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| Greenleaf Trust | 240k | $18M | -3% | Mar 2026 |
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| Keebeck Wealth Management | 239k | $17M | -3% | Dec 2025 |
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| Summit Trail Advisors | 238k | $18M | 0% | Mar 2026 |
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| Accredited Investors | 235k | $18M | -2% | Mar 2026 |
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| Financial Life Advisors | 235k | $18M | -1% | Mar 2026 |
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| Meridian Wealth Partners | 231k | $17M | -2% | Dec 2025 |
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| hemming& Wealth Management | 229k | $17M | -1% | Mar 2026 |
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| Wakefield Asset Management L | 228k | $17M | -2% | Mar 2026 |
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| Robertson Stephens Wealth Management | 228k | $17M | -4% | Mar 2026 |
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| Cullen Capital Management | 218k | $16M | -6% | Dec 2025 |
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| Horst & Graben Wealth Management | 215k | $16M | -37% | Mar 2026 |
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| Change Path | 206k | $15M | -52% | Mar 2026 |
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| DiMeo Schneider & Associates | 206k | $15M | -14% | Mar 2026 |
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| Cypress Wealth Services | 199k | $15M | -18% | Mar 2026 |
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| Stonebrook Private | 198k | $15M | -29% | Mar 2026 |
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| One Wealth Advisors | 192k | $14M | -33% | Mar 2026 |
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| CFS Investment Advisory Services | 179k | $14M | -35% | Mar 2026 |
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| UMA Financial Services | 153k | $11M | -43% | Mar 2026 |
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| Assetmark | 125k | $9.3M | -85% | Mar 2026 |
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| Tiaa Trust, National Association | 51k | $3.8M | -98% | Mar 2026 |
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| Susquehanna International | 46k | $3.3M | -94% | Dec 2025 |
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| Advocacy Wealth Management Services | 16k | $1.2M | -98% | Mar 2026 |
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Who sold out of iShares MSCI EAFE Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 14M | $970M |
| Covenant Partners | Dec 2025 | 381k | $27M |
| Wealth Enhancement Advisory Services | Dec 2025 | 346k | $25M |