Loomis, Sayles & Company’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Loomis, Sayles & Company’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	$2.15M	Buy	+28,876	New	+$2.17M	﹤0.01%	467

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Loomis, Sayles & Company's EFV Position: Q1 2026 in Review

Loomis, Sayles & Company opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 28,876 shares worth $2.15M. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Loomis, Sayles & Company held 28,876 shares of iShares MSCI EAFE Value ETF worth $2.15M as of Q1 2026.
iShares MSCI EAFE Value ETF was a new Loomis, Sayles & Company position in Q1 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #467 holding.
1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.