Barrow, Hanley, Mewhinney & Strauss
EFV icon

Barrow, Hanley, Mewhinney & Strauss’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.3M Buy
+251,480
New +$19.5M 0.06% 133
2024
Q3 		– Sell
-640,957
Closed -$34M – 339
2024
Q2 		$34M Buy
+640,957
New +$34.8M 0.12% 123
2023
Q3 		– Sell
-558,272
Closed -$27.3M – 292
2023
Q2 		$27.3M Buy
+558,272
New +$27.5M 0.1% 113

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's EFV Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 251,480 shares worth $19.3M. The stake represents 0.06% of the portfolio and ranks #133 among its holdings. This is a return to the name: Barrow, Hanley, Mewhinney & Strauss previously reported a position in EFV as recently as Q2 2024.

Barrow, Hanley, Mewhinney & Strauss first reported a position in EFV in Q2 2023 and has held it in 3 quarters since. The position peaked at $34M in Q2 2024. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 251,480 shares of iShares MSCI EAFE Value ETF worth $19.3M as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Barrow, Hanley, Mewhinney & Strauss position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.06% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q2 2026, its #133 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 3 quarters since.
  • Barrow, Hanley, Mewhinney & Strauss's iShares MSCI EAFE Value ETF position peaked at $34M in Q2 2024.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.