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