ISHARES MSCI EAFE VALUE ETF (EFV) Institutional Shareholders
ISHARES MSCI EAFE VALUE ETF (EFV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $20.20B in EFV holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of EFV tracked by InsiderSet, reporting ownership valued at approximately $2.47B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.65B, representing an estimated gain of +7.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed EFV value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Fmr Llc, Us Bancorp \De\, and several other long-term asset managers with concentrated positions in ISHARES MSCI EAFE VALUE ETF (EFV).
This page ranks the largest institutional EFV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,230
Total Reported Value
$20.20B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$2.47B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.58% | 32,274,634 | $2,470,622,425 | $2,653,943,154 | +$183,320,729 | +7.42% | |
| Fmr Llc | 0.06% | 17,424,650 | $1,333,856,983 | $1,432,828,970 | +$98,971,987 | +7.42% | |
| Us Bancorp \De\ | 1.18% | 14,137,778 | $1,082,304,584 | $1,162,549,485 | +$80,244,901 | +7.41% | |
| Lpl Financial Llc | 0.23% | 13,493,721 | $1,032,944,212 | $1,109,588,678 | +$76,644,466 | +7.42% | |
| Jpmorgan Chase & Co | 0.05% | 10,814,234 | $828,045,980 | $889,254,462 | +$61,208,482 | +7.39% | |
| Bank Of America Corp | 0.05% | 9,571,701 | $732,713,696 | $787,080,973 | +$54,367,277 | +7.42% | |
| Morgan Stanley | 0.04% | 9,234,472 | $706,898,966 | $759,350,633 | +$52,451,667 | +7.42% | |
| Jones Financial Companies Lllp | 0.23% | 7,542,634 | $574,159,043 | $620,230,794 | +$46,071,751 | +8.02% | |
| Dynasty Wealth Management, Llc | 2.67% | 4,699,261 | $359,728,444 | $386,420,232 | +$26,691,788 | +7.42% | |
| Ameriprise Financial Inc | 0.07% | 4,537,921 | $347,285,828 | $373,153,244 | +$25,867,416 | +7.45% | |
| Alliancebernstein L.P. | 0.10% | 4,200,484 | $312,305,985 | $345,405,799 | +$33,099,814 | +10.60% | |
| Auto-Owners Insurance Co | 6.85% | 3,963,000 | $303,367,650 | $325,877,490 | +$22,509,840 | +7.42% | |
| Ubs Group Ag | 0.04% | 3,062,333 | $234,421,591 | $251,815,643 | +$17,394,052 | +7.42% | |
| Riverfront Investment Group, Llc | 3.01% | 2,969,235 | $227,294,994 | $244,160,194 | +$16,865,200 | +7.42% | |
| Cwm, Llc | 0.59% | 3,030,442 | $225,313,350 | $249,193,246 | +$23,879,896 | +10.60% | |
| Baird Financial Group, Inc. | 0.28% | 2,670,449 | $204,422,883 | $219,591,021 | +$15,168,138 | +7.42% | |
| Mml Investors Services, Llc | 0.41% | 2,615,105 | $200,186,297 | $215,040,084 | +$14,853,787 | +7.42% | |
| Pnc Financial Services Group, Inc. | 0.10% | 2,454,603 | $187,899,856 | $201,842,005 | +$13,942,149 | +7.42% | |
| Royal Bank Of Canada | 0.03% | 2,419,152 | $185,185,000 | $198,926,869 | +$13,741,869 | +7.42% | |
| Hamilton Capital, Llc | 8.99% | 2,371,555 | $181,542,534 | $195,012,968 | +$13,470,434 | +7.42% | |
| Wells Fargo & Company/Mn | 0.03% | 2,194,843 | $168,015,204 | $180,481,940 | +$12,466,736 | +7.42% | |
| Signature Estate & Investment Advisors Llc | 3.01% | 2,182,943 | $167,104,263 | $179,503,403 | +$12,399,140 | +7.42% | |
| Openarc Corporate Advisory, Llc | 1.98% | 2,176,670 | $166,624,088 | $178,987,574 | +$12,363,486 | +7.42% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.57% | 2,172,399 | $166,297,143 | $178,636,370 | +$12,339,227 | +7.42% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 2.39% | 2,134,694 | $163,410,861 | $175,535,888 | +$12,125,027 | +7.42% | |
| Cetera Investment Advisers | 0.15% | 2,126,809 | $162,807,232 | $174,887,504 | +$12,080,272 | +7.42% | |
| Hackensack Meridian Health, Inc. | 10.86% | 2,101,000 | $160,831,550 | $172,765,230 | +$11,933,680 | +7.42% | |
| Raymond James Financial Inc | 0.04% | 2,088,167 | $159,849,248 | $171,709,972 | +$11,860,724 | +7.42% | |
| Sagespring Wealth Partners, Llc | 2.45% | 2,080,637 | $159,272,797 | $171,090,781 | +$11,817,984 | +7.42% | |
| Blackrock, Inc. | 0.00% | 1,950,110 | $149,280,930 | $160,357,545 | +$11,076,615 | +7.42% | |
| Mariner, Llc | 0.15% | 1,892,172 | $144,845,783 | $155,593,304 | +$10,747,521 | +7.42% | |
| Envestnet Portfolio Solutions, Inc. | 0.65% | 1,783,999 | $136,565,153 | $146,698,238 | +$10,133,085 | +7.42% | |
| Composition Wealth, Llc | 1.54% | 1,718,610 | $131,559,627 | $141,321,300 | +$9,761,673 | +7.42% | |
| Savant Capital, Llc | 0.35% | 1,522,673 | $118,310,810 | $125,209,401 | +$6,898,591 | +5.83% | |
| Merit Financial Group, Llc | 0.72% | 1,524,184 | $116,676,358 | $125,333,650 | +$8,657,292 | +7.42% | |
| Focus Partners Wealth | 0.11% | 1,353,068 | $103,577,445 | $111,262,782 | +$7,685,337 | +7.42% | |
| Osaic Holdings, Inc. | 0.12% | 1,330,566 | $101,932,000 | $109,412,442 | +$7,480,442 | +7.34% | |
| Truist Financial Corp | 0.12% | 1,312,054 | $100,437,706 | $107,890,200 | +$7,452,494 | +7.42% | |
| Modera Wealth Management, Llc | 1.05% | 1,284,516 | $98,329,726 | $105,625,751 | +$7,296,025 | +7.42% | |
| Alesco Advisors, Llc, An Esl Co | 2.25% | 1,283,914 | $98,283,588 | $105,576,248 | +$7,292,660 | +7.42% | |
| M&T Bank Corp | 0.28% | 1,236,800 | $94,676,750 | $101,702,064 | +$7,025,314 | +7.42% | |
| Newedge Advisors, Llc | 0.28% | 1,235,409 | $94,570,592 | $101,587,682 | +$7,017,090 | +7.42% | |
| Bank Of New York Mellon Corp | 0.01% | 1,157,058 | $88,572,787 | $95,144,879 | +$6,572,092 | +7.42% | |
| Commonwealth Equity Services, Llc | 0.10% | 1,086,906 | $83,202,654 | $89,376,280 | +$6,173,626 | +7.42% | |
| Beacon Pointe Advisors, Llc | 0.38% | 1,070,367 | $81,936,572 | $88,016,278 | +$6,079,706 | +7.42% | |
| Aspiriant, Llc | 2.01% | 1,061,079 | $81,225,830 | $87,252,526 | +$6,026,696 | +7.42% | |
| Sanctuary Advisors, Llc | 0.37% | 1,040,740 | $79,668,654 | $85,580,050 | +$5,911,396 | +7.42% | |
| Onedigital Investment Advisors Llc | 0.66% | 1,016,945 | $77,847,174 | $83,623,387 | +$5,776,213 | +7.42% | |
| Sofi Wealth, Llc | 3.11% | 1,010,564 | $77,358,681 | $83,098,678 | +$5,739,997 | +7.42% | |
| Foundations Investment Advisors, Llc | 0.73% | 925,724 | $70,864,172 | $76,122,285 | +$5,258,113 | +7.42% |
Frequently asked questions about EFV
Who owns the most EFV stock?
The largest holders of EFV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI EAFE VALUE ETF (EFV).
Is EFV widely held by superinvestors?
Many widely followed stocks like EFV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EFV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.