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iShares MSCI EAFE Value ETF
EFV

Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1
JOYN Advisors
Georgia
$675M – – –
Jones Financial Companies
2
Jones Financial Companies
Missouri
$276M +$293M +5,713,522 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$64.9M +$68.9M +1,341,274 New
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$64.2M +$68.2M +1,327,907 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$56M +$59.4M +1,156,955 New
Bank of America
6
Bank of America
North Carolina
$53M +$56.2M +1,094,913 New
Wells Fargo
7
Wells Fargo
California
$52.4M +$55.7M +1,083,815 New
Natixis Advisors
8
Natixis Advisors
Massachusetts
$45.5M +$48.3M +940,119 New
US Bancorp
9
US Bancorp
Minnesota
$44.9M +$47.6M +927,504 New
TAG
10
Tactical Allocation Group
Michigan
$39.9M +$38.9M +757,946 New
RIG
11
RiverFront Investment Group
Virginia
$35.2M +$37.4M +727,852 New
WTIM
12
Wilmington Trust Investment Management
Delaware
$28.3M +$30M +584,758 New
EA
13
Efficient Advisors
Ohio
$24.7M +$26.2M +510,858 New
ACH
14
Axis Capital Holdings
$20.4M +$21.7M +421,670 New
SMA
15
Simply Money Advisors
Ohio
$20.1M +$21.3M +415,570 New
UCFA
16
United Capital Financial Advisors
Texas
$18.1M +$19.3M +374,935 New
Morgan Stanley
17
Morgan Stanley
New York
$17.2M +$18.2M +354,941 New
TCM
18
TD Capital Management
Tennessee
$12.7M +$13.5M +263,046 New
Truist Financial
19
Truist Financial
North Carolina
$12.4M +$13.1M +255,620 New
Axa
20
Axa
France
$12.3M +$13.1M +254,910 New
Northern Trust
21
Northern Trust
Illinois
$11.6M +$12.3M +239,916 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$11.1M +$11.8M +229,011 New
MOACM
23
Mutual of America Capital Management
New York
$10.5M +$11.1M +216,600 New
IFA
24
Interactive Financial Advisors
Illinois
$10.2M +$10.9M +211,448 New
ACM
25
Ashford Capital Management
Delaware
$10M +$10.7M +207,602 New
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