Jim Simons’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Jim Simons’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 Q1	–	Sell	-50,200	Closed	-$3.58M	–	3355
2025 Q4	$3.58M	Buy	+50,200	New	+$3.49M	0.01%	1529
2025 Q2	–	Sell	-156,700	Closed	-$9.24M	–	3624
2025 Q1	$9.24M	Buy	+156,700	New	+$8.86M	0.01%	1045
2024 Q2	–	Sell	-103,800	Closed	-$5.65M	–	3599
2024 Q1	$5.65M	Buy	103,800 +33,200	+47%	+$1.73M	0.01%	1341
2023 Q4	$3.68M	Buy	+70,600	New	+$3.49M	0.01%	1549
2023 Q3	–	Sell	-92,800	Closed	-$4.54M	–	3758
2023 Q2	$4.54M	Buy	+92,800	New	+$4.57M	0.01%	1476
2022 Q4	–	Sell	-26,000	Closed	-$1M	–	4174
2022 Q3	$1M	Buy	+26,000	New	+$1.11M	﹤0.01%	2498

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Jim Simons's EFV Position: Q1 2026 in Review

Jim Simons sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 50,200 shares — an estimated $3.58M sold.

Jim Simons first reported a position in EFV in Q3 2022 and held it in 6 quarters. The position peaked at $9.24M in Q1 2025. 1,260 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Jim Simons reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 50,200 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $3.58M.
Jim Simons first reported a position in iShares MSCI EAFE Value ETF in Q3 2022 and held it in 6 quarters.
Jim Simons's iShares MSCI EAFE Value ETF position peaked at $9.24M in Q1 2025.
1,260 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.