Principal Financial Group
EFV icon

Principal Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Principal Financial Group’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 		$3.33M Sell
44,846
-61,583
-58% -$4.63M ﹤0.01% 1738
2025
Q4 		$7.6M Buy
106,429
+57,290
+117% +$3.98M ﹤0.01% 1453
2025
Q3 		$3.33M Buy
49,139
+14,261
+41% +$939K ﹤0.01% 1717
2025
Q2 		$2.21M Sell
34,878
-8,966
-20% -$549K ﹤0.01% 1788
2025
Q1 		$2.58M Sell
43,844
-6,875
-14% -$389K ﹤0.01% 1726
2024
Q4 		$2.66M Buy
50,719
+21,076
+71% +$1.15M ﹤0.01% 1749
2024
Q3 		$1.71M Sell
29,643
-70,645
-70% -$3.9M ﹤0.01% 1790
2024
Q2 		$5.32M Sell
100,288
-13,028
-11% -$708K ﹤0.01% 1538
2024
Q1 		$6.16M Sell
113,316
-4,105
-3% -$214K ﹤0.01% 1506
2023
Q4 		$6.12M Sell
117,421
-74,483
-39% -$3.69M ﹤0.01% 1496
2023
Q3 		$9.39M Buy
191,904
+17,575
+10% +$871K 0.01% 1267
2023
Q2 		$8.53M Buy
174,329
+48,673
+39% +$2.4M 0.01% 1322
2023
Q1 		$6.1M Buy
125,656
+4,375
+4% +$212K ﹤0.01% 1467
2022
Q4 		$5.56M Buy
121,281
+37,281
+44% +$1.62M ﹤0.01% 1501
2022
Q3 		$3.24M Sell
84,000
-14,400
-15% -$614K ﹤0.01% 1626
2022
Q2 		$4.27M Sell
98,400
-25,500
-21% -$1.21M ﹤0.01% 1606
2022
Q1 		$6.23M Buy
123,900
+23,700
+24% +$1.2M ﹤0.01% 1584
2021
Q4 		$5.05M Sell
100,200
-71,699
-42% -$3.66M ﹤0.01% 1661
2021
Q3 		$8.74M Sell
171,899
-2,192
-1% -$114K 0.01% 1472
2021
Q2 		$9.01M Buy
174,091
+14,913
+9% +$789K 0.01% 1476
2021
Q1 		$8.11M Buy
159,178
+7,844
+5% +$390K 0.01% 1484
2020
Q4 		$7.14M Sell
151,334
-20,361
-12% -$898K 0.01% 1411
2020
Q3 		$6.93M Buy
171,695
+165,228
+2,555% +$6.83M 0.01% 1294
2020
Q2 		$259K Sell
6,467
-729
-10% -$27.8K ﹤0.01% 2121
2020
Q1 		$257K Buy
7,196
+1,164
+19% +$51.8K ﹤0.01% 2004
2019
Q4 		$301K Sell
6,032
-23
-0.4% -$1.13K ﹤0.01% 2056
2019
Q3 		$287K Buy
6,055
+356
+6% +$16.6K ﹤0.01% 2061
2019
Q2 		$274K Sell
5,699
-76
-1% -$3.71K ﹤0.01% 2083
2019
Q1 		$282K Sell
5,775
-417
-7% -$20.1K ﹤0.01% 2050
2018
Q4 		$280K Buy
+6,192
New +$298K ﹤0.01% 2046

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
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

Principal Financial Group's EFV Position: Q1 2026 in Review

Principal Financial Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 58% in Q1 2026, selling an estimated $4.63M and leaving 44,846 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Principal Financial Group first reported a position in EFV in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.39M in Q3 2023. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Principal Financial Group held 44,846 shares of iShares MSCI EAFE Value ETF worth $3.33M as of Q1 2026.
  • Principal Financial Group sold 61,583 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $4.63M.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1738 holding.
  • Principal Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Principal Financial Group's iShares MSCI EAFE Value ETF position peaked at $9.39M in Q3 2023.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.