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Who Owns iShares MSCI EAFE Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares MSCI EAFE Value ETF.
Who crossed 5% of EFV →Managers holding
62
as of 2026-09-30
Reported value
$378.4M
summed across filings
Shares held
4.8M
Added vs trimmed
17 / 22
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Hamilton Capital, LLCEAFE VALUE ETF2.4M shadded | $188.4M |
| WALLER FINANCIAL PLANNING GROUP, INCEAFE VALUE ETF549.2K shadded | $43.5M |
| Farther Finance Advisors, LLCETF329.5K shtrimmed | $26.1M |
| INTEGRATED CAPITAL MANAGEMENT, INC.EAFE VALUE ETF278.3K shadded | $22M |
| RTD Financial Advisors, Inc.EAFE VALUE ETF156.2K shtrimmed | $12.4M |
| Central Pacific Bank - Trust DivisionEAFE VALUE ETF150.4K shadded | $11.9M |
| Apella Capital, LLCEAFE VALUE ETF113.3K shtrimmed | $8.8M |
| CoreCap Advisors, LLCETF88.7K shtrimmed | $7M |
| ROCKLAND TRUST COEAFE VALUE ETF74K shtrimmed | $5.9M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCEAFE VALUE ETF59.9K shtrimmed | $4.7M |
| COLLECTIVE FAMILY OFFICE LLCEAFE VALUE ETF56.9K shadded | $4.5M |
| McNaughton Wealth Management, LLCEAFE VALUE ETF56.6K shadded | $4.5M |
| Retirement Wealth Solutions LLCEAFE VALUE ETF55.6K shadded | $4.4M |
| Apeiron RIA LLCEAFE VALUE ETF56.4K shtrimmed | $4.4M |
| SigFig Wealth Management, LLCEAFE VALUE ETF42.5K shtrimmed | $3.4M |
| CogentBlue Wealth Advisors, LLCEAFE VALUE ETF30.9K shtrimmed | $2.4M |
| Breakwater Capital GroupEAFE VALUE ETF29.9K shtrimmed | $2.4M |
| Asempa Wealth AdvisorsEAFE VALUE ETF29.4K shtrimmed | $2.3M |
| Factor Wealth Management LTDEAFE VALUE ETF26K shadded | $2.1M |
| Avidian Wealth Enterprises, LLCEAFE VALUE ETF20.8K shtrimmed | $1.6M |
| Balefire, LLCEAFE VALUE ETF19.5K shadded | $1.5M |
| Hardin Capital Partners, LLCEAFE VALUE ETF14.7K shadded | $1.2M |
| First Heartland Consultants, Inc.MSCI EAFE VALUE ETF14.5K shtrimmed | $1.1M |
| Valeo Financial Advisors, LLCETF13.3K shheld | $1.1M |
| Cooper Financial GroupEAFE VALUE ETF11.2K shtrimmed | $882.6K |
| BAKER TILLY WEALTH MANAGEMENT, LLCEAFE VALUE ETF8.4K shtrimmed | $667.1K |
| DIVERSIFIED MANAGEMENT INCEAFE VALUE ETF8.1K shheld | $638.9K |
| Friday FinancialEAFE VALUE ETF7.9K shadded | $614.3K |
| Cassilly Financial Group LLCEAFE VALUE ETF7.4K shtrimmed | $582.6K |
| Wedmont Private CapitalEAFE VALUE ETF7.3K shadded | $568.4K |
| GAMMA Investing LLCETF6.8K shadded | $538.5K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund6.3K shheld | $498.6K |
| Intelligence Driven Advisers, LLCEAFE VALUE ETF5.4K shheld | $428.5K |
| ELEVATION WEALTH PARTNERS, LLCEAFE VALUE ETF4.8K shheld | $377K |
| Legacy Wealth Asset Management, LLCEAFE VALUE ETF4.6K shheld | $363.5K |
| Cambridge Financial Group, LLCEAFE VALUE ETF4.6K shheld | $351.3K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.3K shheld | $343.3K |
| O'Keefe Stevens Advisory, Inc.EAFE VALUE ETF4.2K shheld | $335.6K |
| Venture Visionary Partners LLCEAFE VALUE ETF4.2K shadded | $332K |
| Monument Capital ManagementEAFE VALUE ETF4.1K shtrimmed | $324.6K |
| Prosperity Planning, Inc.EAFE VALUE ETF4.1K shtrimmed | $323.1K |
| Adirondack Capital Advisors, LLCEAFE VALUE ETF3.8K shtrimmed | $299K |
| DAVIDSON TRUST COEquities3.7K shheld | $293.1K |
| Sound Income Strategies, LLCEAFE VALUE ETF3.5K shtrimmed | $271.6K |
| AMERICAN NATIONAL BANK & TRUSTEAFE VALUE ETF3.3K shheld | $258.2K |
| ECLECTIC ASSOCIATES INC /ADVEAFE VALUE ETF3K shheld | $236.8K |
| SAPIENT CAPITAL LLCEAFE VALUE ETF2.8K shheld | $222.2K |
| Canandaigua National Trust Co of FloridaCom2.6K shtrimmed | $204.6K |
| Rosenberg Matthew HamiltonETF2.5K shtrimmed | $200.6K |
| ARMSTRONG ADVISORY GROUP, INCEAFE VALUE ETF1.8K shheld | $145.5K |
| GILPIN WEALTH MANAGEMENT, LLCEAFE VALUE ETF1.6K shheld | $127.4K |
| TOMPKINS FINANCIAL CORPEAFE VALUE ETF1.5K shadded | $116.1K |
| Bangor Savings BankEAFE VALUE ETF891 shheld | $70.5K |
| Dorato Capital ManagementEAFE VALUE ETF692 shheld | $54K |
| FIRST COMMUNITY TRUST NAEAFE VALUE ETF659 shheld | $52.2K |
| ATWOOD & PALMER INCCOM411 shheld | $32.5K |
| EASTERN BANKEAFE VALUE ETF399 shadded | $31.6K |
| TOTH FINANCIAL ADVISORY CORPEAFE VALUE ETF306 shheld | $24.2K |
| GK Wealth Management LLCEAFE VALUE ETF170 sh— | $13.4K |
| Trust CoETF147 shadded | $11.6K |
| Grove Bank & TrustEAFE VALUE ETF90 shheld | $7.1K |
| MJT & Associates Financial Advisory Group, Inc.ETF38 shheld | $3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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