Nuveen
EFV icon

Nuveen’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Nuveen’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 		$2.5M Buy
+32,635
New +$2.53M ﹤0.01% 2466
2016
Q2 		– Sell
-23,900
Closed -$1.07M – 1338
2016
Q1 		$1.07M Sell
23,900
-8,300
-26% -$359K 0.01% 998
2015
Q4 		$1.5M Hold
32,200
– – 0.01% 891
2015
Q3 		$1.49M Buy
32,200
+7,200
+29% +$363K 0.01% 903
2015
Q2 		$1.31M Hold
25,000
– – 0.01% 1028
2015
Q1 		$1.33M Buy
+25,000
New +$1.31M 0.01% 1045

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Nuveen's EFV Position: Q2 2026 in Review

Nuveen opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 32,635 shares worth $2.5M. The stake represents ﹤0.01% of the portfolio and ranks #2466 among its holdings. This is a return to the name: Nuveen previously reported a position in EFV as recently as Q1 2016.

Nuveen first reported a position in EFV in Q1 2015 and has held it in 6 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Nuveen held 32,635 shares of iShares MSCI EAFE Value ETF worth $2.5M as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Nuveen position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2466 holding.
  • Nuveen first reported a position in iShares MSCI EAFE Value ETF in Q1 2015 and has held it in 6 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.