§ EQUITY
USDEFV
ISHARES MSCI EAFE VALUE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 59.7M | 1.2% | +13% |
| LPL Financial LLC | 20.8M | 0.4% | +7% |
| Fidelity Management | 16.8M | 0.1% | −0% |
| Morgan Stanley IM | 11.4M | 0.1% | −50% |
| US BANCORP \DE\ | 10.1M | 0.9% | −2% |
| JPMORGAN CHASE & CO | 8.5M | 0.0% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for EFV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER65.8% · 1,145 holders
DEALER / BANK22.1% · 67 holders
QUALITY / COMPOUNDER8.4% · 14 holders
INCOME / DEFENSIVE2.1% · 13 holders
PASSIVE / INDEX1.1% · 4 holders
TACTICAL / MACRO0.5% · 1 holder
SYSTEMATIC / QUANT0.1% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for EFV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention EFV yet.