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 | 37M | $2.0B | -34% | Mar 2024 |
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| FMR | 18M | $962M | 16% | Mar 2024 |
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| Us Bancorp | 12M | $626M | 2% | Mar 2024 |
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| Jpmorgan Chase & Co | 11M | $584M | -10% | Mar 2024 |
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| Jane Street | 9.9M | $539M | 100% | Mar 2024 |
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| Morgan Stanley | 9.4M | $512M | -14% | Mar 2024 |
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| LPL Financial | 9.0M | $488M | -31% | Mar 2024 |
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| Ameriprise Financial | 8.1M | $442M | 41% | Mar 2024 |
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| Envestnet Portfolio Solutions | 7.1M | $384M | -20% | Mar 2024 |
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| Bank of America Corporation | 6.6M | $360M | -16% | Mar 2024 |
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| CWM | 5.0M | $273M | 19% | Mar 2024 |
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| BlackRock | 4.7M | $257M | -43% | Mar 2024 |
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| Park Avenue Securities | 4.1M | $223M | -26% | Mar 2024 |
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| Pnc Financial Services | 4.0M | $220M | 0% | Mar 2024 |
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| Auto-Owners Insurance | 4.0M | $216M | 0% | Mar 2024 |
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| UBS Group | 2.8M | $153M | -7% | Mar 2024 |
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| M^T Bank Corporation | 2.8M | $150M | -5% | Mar 2024 |
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| Wells Fargo & Company | 2.4M | $130M | -13% | Mar 2024 |
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| Alliancebernstein | 2.4M | $124M | -10% | Dec 2023 |
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| Baird Financial | 2.3M | $118M | 726% | Dec 2023 |
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| Janney Montgomery Scott | 1.9M | $103M | -29% | Mar 2024 |
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| Modera Wealth Management | 1.7M | $94M | 4% | Mar 2024 |
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| Goldman Sachs Group | 1.7M | $92M | 170% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.5M | $84M | 4% | Mar 2024 |
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| Miracle Mile Advisors | 1.5M | $83M | -17% | Mar 2024 |
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| Commonwealth Equity Services | 1.5M | $81M | -12% | Mar 2024 |
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| Royal Bank of Canada | 1.5M | $79M | 27% | Mar 2024 |
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| Resources Investment Advisors | 1.4M | $76M | -21% | Mar 2024 |
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| Alesco Advisors | 1.4M | $76M | 2% | Mar 2024 |
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| Bank of New York Mellon | 1.3M | $71M | -46% | Mar 2024 |
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| RiverFront Investment Group | 1.2M | $66M | 11% | Mar 2024 |
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| Aspiriant | 1.2M | $65M | -1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.2M | $65M | -1% | Mar 2024 |
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| Savant Capital Management | 1.2M | $64M | -1% | Mar 2024 |
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| Tiaa Trust, National Association | 1.2M | $63M | -16% | Mar 2024 |
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| Symmetry Partner | 1.1M | $55M | 3% | Dec 2023 |
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| Beacon Pointe Advisors | 1.0M | $53M | -19% | Dec 2023 |
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| Raymond James & Associates | 974k | $53M | -5% | Mar 2024 |
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| Buckingham Asset Management | 968k | $53M | -1% | Mar 2024 |
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| United Capital Financial Advisers | 966k | $53M | -35% | Mar 2024 |
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| JB Capital | 941k | $51M | -32% | Mar 2024 |
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| Thrivent Financial for Lutherans | 935k | $51M | 6% | Mar 2024 |
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| Natixis Asset Management Advisors | 899k | $49M | 4% | Mar 2024 |
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| Qube Research & Technologies | 875k | $48M | 36% | Mar 2024 |
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| Goss Wealth Management | 863k | $47M | -25% | Mar 2024 |
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| Foundations Investment Advisors | 859k | $47M | -23% | Mar 2024 |
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| Financial Synergies Wealth Advisors | 813k | $44M | -2% | Mar 2024 |
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| Pathstone Holdings | 789k | $43M | -20% | Mar 2024 |
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| Stifel Financial | 775k | $42M | -21% | Mar 2024 |
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| AE Wealth Management | 763k | $42M | -52% | Mar 2024 |
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| Wealthsource Partners | 746k | $39M | -17% | Dec 2023 |
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| HighTower Advisors | 737k | $40M | -20% | Mar 2024 |
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| Branch Banking & Trust Company | 714k | $39M | -19% | Mar 2024 |
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| Advisor Group Holdings | 681k | $37M | -84% | Mar 2024 |
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| Allspring Global Investments Holdings | 677k | $37M | -21% | Mar 2024 |
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| Johnson Financial Group | 670k | $35M | 674% | Dec 2023 |
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| HTLF Bank | 651k | $35M | -2% | Mar 2024 |
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| Atria Investments | 645k | $34M | -11% | Dec 2023 |
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| Cambridge Investment Research Advisors | 612k | $33M | 3% | Mar 2024 |
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| Covenant Partners | 604k | $33M | -8% | Mar 2024 |
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| Raymond James Financial Services Advisors | 598k | $33M | -2% | Mar 2024 |
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| Citadel Advisors | 591k | $32M | 100% | Mar 2024 |
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| Mcmorgan & Co | 586k | $32M | -1% | Mar 2024 |
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| Susquehanna International | 568k | $31M | 100% | Mar 2024 |
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| Financial Gravity Wealth | 561k | $0 | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 553k | $30M | 11% | Mar 2024 |
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| Integrated Wealth Concepts | 526k | $29M | -38% | Mar 2024 |
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| Mercer Global Advisors | 520k | $29M | 41% | Mar 2024 |
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| Rockefeller Capital Management | 509k | $27M | -3% | Dec 2023 |
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| Octavia Wealth Advisors | 501k | $27M | 100% | Mar 2024 |
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| MA Private Wealth | 500k | $27M | 10% | Mar 2024 |
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| Fifth Third Bancorp | 500k | $27M | -12% | Mar 2024 |
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| Ratio Wealth Group | 479k | $26M | -25% | Mar 2024 |
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| Valence8 US | 474k | $26M | 12% | Mar 2024 |
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| Townsend & Associates | 472k | $25M | 1% | Mar 2024 |
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| SCS Capital Management | 461k | $24M | -31% | Dec 2023 |
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| Brave Asset Management | 440k | $24M | 3% | Mar 2024 |
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| Atria Wealth Solutions | 438k | $24M | -26% | Mar 2024 |
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| Burns Wealth Management | 431k | $24M | -3% | Mar 2024 |
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| Kestra Advisory Services | 425k | $22M | 12% | Dec 2023 |
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| Icon Wealth Advisors | 416k | $23M | -22% | Mar 2024 |
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| Sharkey, Howes & Javer | 404k | $22M | -4% | Mar 2024 |
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| Captrust Financial Advisors | 403k | $22M | -48% | Mar 2024 |
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| Fountainhead AM | 393k | $21M | 78% | Mar 2024 |
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| Austin Private Wealth | 388k | $21M | -26% | Mar 2024 |
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| Checchi Capital Advisers | 363k | $20M | 0% | Mar 2024 |
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| Advocacy Wealth Management Services | 355k | $19M | -33% | Mar 2024 |
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| Invst | 347k | $18M | 5% | Dec 2023 |
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| Affinity Capital Advisors | 336k | $18M | 18% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 329k | $18M | -4% | Mar 2024 |
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| Change Path | 324k | $17M | -28% | Dec 2023 |
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| Cardinal Strategic Wealth Guidance | 318k | $17M | 0% | Mar 2024 |
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| Spectrum Wealth Counsel | 311k | $17M | 1% | Mar 2024 |
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| Ohe Financial | 311k | $17M | 12% | Mar 2024 |
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| Strategic Blueprint | 307k | $17M | -7% | Mar 2024 |
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| Bruce G. Allen Investments | 303k | $17M | 0% | Mar 2024 |
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| Financial Advisory Service | 303k | $17M | -2% | Mar 2024 |
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| High Falls Advisors | 300k | $16M | -21% | Mar 2024 |
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| H D Vest Advisory Services | 290k | $16M | -19% | Mar 2024 |
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| Greenleaf Trust | 289k | $16M | -2% | Mar 2024 |
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| Buckingham Strategic Partners | 288k | $16M | 130% | Mar 2024 |
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| West Wealth Group | 279k | $15M | -23% | Mar 2024 |
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| Stonebrook Private | 275k | $15M | 11% | Mar 2024 |
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| CI Private Wealth | 274k | $15M | -12% | Mar 2024 |
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| HighMark Wealth Management | 274k | $15M | -6% | Mar 2024 |
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| Plan | 271k | $14M | 0% | Dec 2023 |
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| Accredited Investors | 267k | $15M | -8% | Mar 2024 |
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| Horst & Graben Wealth Management | 265k | $14M | -30% | Mar 2024 |
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| Wakefield Asset Management L | 264k | $14M | -1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 264k | $14M | 4% | Mar 2024 |
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| Keebeck Wealth Management | 262k | $14M | 21% | Dec 2023 |
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| National Asset Management | 255k | $13M | -31% | Dec 2023 |
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| Farther Finance Advisors | 254k | $14M | 5% | Mar 2024 |
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| Stone House Investment Management | 253k | $14M | -2% | Mar 2024 |
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| Keystone Financial Services | 251k | $13M | -14% | Dec 2023 |
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| Warren Averett Asset Management | 240k | $13M | 576% | Mar 2024 |
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| Financial Life Advisors | 240k | $13M | -1% | Mar 2024 |
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| Arete Wealth Advisors | 240k | $13M | -2% | Mar 2024 |
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| TNF | 238k | $13M | -4% | Mar 2024 |
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| Summit Trail Advisors | 238k | $13M | 0% | Mar 2024 |
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| Orion Portfolio Solutions | 237k | $13M | 100% | Mar 2024 |
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| Keeler THomas Management | 232k | $13M | 7% | Mar 2024 |
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| Pettinga Financial Advisors | 231k | $13M | -39% | Mar 2024 |
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| Steel Peak Wealth Management | 229k | $12M | -29% | Mar 2024 |
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| Northwest Capital Management | 225k | $12M | 0% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 225k | $11M | 50% | Mar 2024 |
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| Long Run Wealth Advisors | 222k | $12M | 4% | Mar 2024 |
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| Strategic Financial | 220k | $12M | 1% | Dec 2023 |
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| Cassaday & Co Wealth Management | 213k | $12M | -1% | Mar 2024 |
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| Apella Capital | 213k | $12M | -7% | Mar 2024 |
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| Merit Financial Group | 213k | $12M | -28% | Mar 2024 |
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| Moneta Group Investment Advisors | 211k | $11M | -7% | Dec 2023 |
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| Ronald Blue Trust | 208k | $11M | -46% | Mar 2024 |
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| Lineweaver Wealth Advisors | 208k | $11M | 2% | Mar 2024 |
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| Honkamp Krueger Financial Services | 203k | $11M | 0% | Mar 2024 |
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| Ewa | 200k | $11M | 100% | Mar 2024 |
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| Connable Office | 198k | $11M | 0% | Mar 2024 |
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| Simplicity Wealth | 193k | $11M | 6% | Mar 2024 |
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| Wealth Alliance | 191k | $10M | -27% | Mar 2024 |
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| One Wealth Advisors | 188k | $10M | -27% | Mar 2024 |
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| Crestone Asset Management | 185k | $10M | -21% | Mar 2024 |
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| Quent Capital | 184k | $10M | 3% | Mar 2024 |
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| Associated Banc- | 183k | $10M | 2% | Mar 2024 |
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| Brian McDonald | 182k | $9.9M | 10% | Mar 2024 |
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| Rsm Us Wealth Management | 178k | $9.7M | 0% | Mar 2024 |
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| Creative Planning | 177k | $9.7M | 1% | Mar 2024 |
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| Security Financial Services | 176k | $9.6M | -21% | Mar 2024 |
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| BCJ Capital Management | 172k | $9.0M | -17% | Dec 2023 |
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| Milestone Group | 172k | $9.4M | -6% | Mar 2024 |
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| Prosperity Consulting Group | 170k | $9.3M | 842% | Mar 2024 |
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| Bank Of Montreal | 170k | $9.2M | -2% | Mar 2024 |
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| Efficient Advisors | 168k | $9.1M | -7% | Mar 2024 |
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| UMA Financial Services | 165k | $8.6M | -27% | Mar 2024 |
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| McLean Asset Management Corp | 162k | $8.8M | -5% | Mar 2024 |
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| Cypress Wealth Services | 161k | $8.8M | -20% | Mar 2024 |
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| Private Advisor | 160k | $8.7M | -13% | Mar 2024 |
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| Geisinger Health | 160k | $8.7M | -45% | Mar 2024 |
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| TSA Wealth Managment | 157k | $8.5M | -29% | Mar 2024 |
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| Spire Wealth Management | 156k | $8.5M | -12% | Mar 2024 |
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| Steward Partners Investment Advisory | 156k | $8.5M | -20% | Mar 2024 |
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| Apeiron RIA | 156k | $8.5M | -12% | Mar 2024 |
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| RFG Advisory | 154k | $8.4M | -23% | Mar 2024 |
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| Ing Investment Management | 152k | $8.2M | -37% | Mar 2024 |
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| ONE Advisory Partners | 143k | $7.8M | -29% | Mar 2024 |
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| 1st Source Bank | 139k | $7.6M | -48% | Mar 2024 |
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| Summit X | 137k | $7.4M | -28% | Mar 2024 |
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| Proequities | 134k | $7.3B | -27% | Mar 2024 |
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| PAX Financial Group | 133k | $7.2M | -37% | Mar 2024 |
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| Buttonwood Financial Group | 127k | $6.9M | -46% | Mar 2024 |
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| Brookstone Capital Management | 117k | $6.3M | -37% | Mar 2024 |
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| Cary Street Partners Asset Management | 113k | $6.2M | -43% | Mar 2024 |
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| Corepath Wealth Partners | 82k | $4.4M | -61% | Mar 2024 |
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| Pacific Life Fund Advisors | 49k | $2.7M | -77% | Mar 2024 |
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| One Capital Management | 7.3k | $397k | -98% | Mar 2024 |
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| Yeomans Consulting Group | 4.4k | $241k | -98% | Mar 2024 |
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Who sold out of iShares MSCI EAFE Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | Sep 2023 | 638k | $31M |
| Scarborough Advisors | Dec 2023 | 224k | $12M |