13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
EFV

ISHARES MSCI EAFE VALUE ETF

1,315 institutions still hold ISHARES MSCI EAFE VALUE ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288877·Exchange Traded Fund·1,315 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$12.3B
visible holders
Holders
1,315
filers reporting
Concentration
20.01%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

1,315 institutions reported EFV in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 20.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.5B32.3M0.58%Q2 202602
FMR LLC
CIK 0000315066
$1.3B17.0M0.07%Q1 202603
US BANCORP \DE\
CIK 0000036104
$1.0B14.0M1.26%Q1 202604
LPL Financial LLC
CIK 0001403438
$1.0B13.5M0.23%Q2 202605
JPMORGAN CHASE & CO
CIK 0000019617
$970M13.4M0.06%Q1 202606
MORGAN STANLEY
CIK 0000895421
$890M12.0M0.05%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$769M10.3M0.06%Q1 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$536M7.4M0.26%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$512M6.9M0.12%Q1 202610
PARK AVENUE SECURITIES LLC
CIK 0001071640
$436M5.9M3.41%Q1 202611
Auto-Owners Insurance Co
CIK 0001964189
$303M4.0M6.85%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$291M3.9M0.31%Q1 202613
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$273M3.8M0.09%Q1 202614
Dynasty Wealth Management, LLC
CIK 0001727599
$262M3.5M2.28%Q1 202615
UBS Group AG
CIK 0001610520
$241M3.2M0.04%Q1 202616
RiverFront Investment Group, LLC
CIK 0001469751
$227M3.0M3.01%Q2 202617
CWM, LLC
CIK 0001535847
$225M3.0M0.59%Q1 202618
Baird Financial Group, Inc.
CIK 0001648711
$202M2.7M0.32%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$201M2.7M0.04%Q1 202620
Janney Montgomery Scott LLC
CIK 0001329948
$201M2.7M0.50%Q1 2026
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