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

ISHARES MSCI EAFE VALUE ETF

1,338 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·1,338 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$12.0B
visible holders
Holders
1,338
filers reporting
Concentration
20.66%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

1,338 institutions reported EFV in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 20.7% 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
$1.3B17.4M0.06%Q2 202603
US BANCORP \DE\
CIK 0000036104
$1.1B14.1M1.18%Q2 202604
LPL Financial LLC
CIK 0001403438
$1.0B13.5M0.23%Q2 202605
JPMORGAN CHASE & CO
CIK 0000019617
$828M10.8M0.05%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$733M9.6M0.05%Q2 202607
MORGAN STANLEY
CIK 0000895421
$707M9.2M0.04%Q2 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$574M7.5M0.23%Q2 202609
PARK AVENUE SECURITIES LLC
CIK 0001071640
$436M5.9M3.41%Q1 202610
Dynasty Wealth Management, LLC
CIK 0001727599
$360M4.7M2.67%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$347M4.5M0.07%Q2 202612
Auto-Owners Insurance Co
CIK 0001964189
$303M4.0M6.85%Q2 202613
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$273M3.8M0.09%Q1 202614
UBS Group AG
CIK 0001610520
$234M3.1M0.03%Q2 202615
RiverFront Investment Group, LLC
CIK 0001469751
$227M3.0M3.01%Q2 202616
CWM, LLC
CIK 0001535847
$225M3.0M0.59%Q1 202617
Baird Financial Group, Inc.
CIK 0001648711
$204M2.7M0.28%Q2 202618
Janney Montgomery Scott LLC
CIK 0001329948
$201M2.7M0.50%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$200M2.6M0.41%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$185M2.4M0.03%Q2 2026
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