13F

EFV ISHARES MSCI EAFE VALUE ETF

2026Q1 · CUSIP 464288877

🟢 Lit · Institutions accelerating in
Holders
1,249
Δ holders QoQ
+19
Breadth percentile
Top 16%
Whale holders
139
Δ whales
+7
Inst. holding value
$24.5B
New positions
113
Closed positions
94
Price momentum (1Q)
Put / Call
0/3

Breadth history (34 quarters)

2018Q1: Δ+17 · h=320 2018Q2: Δ-5 · h=315 2018Q3: Δ-2 · h=313 2018Q4: Δ+24 · h=337 2019Q1: Δ+5 · h=342 2019Q2: Δ-14 · h=328 2019Q3: Δ+9 · h=337 2019Q4: Δ+45 · h=382 2020Q1: Δ-32 · h=350 2020Q2: Δ-2 · h=348 2020Q3: Δ+2 · h=350 2020Q4: Δ+59 · h=409 2021Q1: Δ+150 · h=559 2021Q2: Δ+39 · h=598 2021Q3: Δ+20 · h=618 2021Q4: Δ+97 · h=715 2022Q1: Δ+22 · h=737 2022Q2: Δ-20 · h=717 2022Q3: Δ-19 · h=698 2022Q4: Δ+99 · h=797 2023Q1: Δ+2 · h=799 2023Q2: Δ+12 · h=811 2023Q3: Δ+18 · h=829 2023Q4: Δ+62 · h=891 2024Q1: Δ-1 · h=890 2024Q2: Δ+11 · h=901 2024Q3: Δ+53 · h=954 2024Q4: Δ+58 · h=1012 2025Q1: Δ+0 · h=1012 2025Q2: Δ+49 · h=1061 2025Q3: Δ+52 · h=1113 2025Q4: Δ+117 · h=1230 2026Q1: Δ+19 · h=1249 2018Q1: holders=320 2018Q2: holders=315 2018Q3: holders=313 2018Q4: holders=337 2019Q1: holders=342 2019Q2: holders=328 2019Q3: holders=337 2019Q4: holders=382 2020Q1: holders=350 2020Q2: holders=348 2020Q3: holders=350 2020Q4: holders=409 2021Q1: holders=559 2021Q2: holders=598 2021Q3: holders=618 2021Q4: holders=715 2022Q1: holders=737 2022Q2: holders=717 2022Q3: holders=698 2022Q4: holders=797 2023Q1: holders=799 2023Q2: holders=811 2023Q3: holders=829 2023Q4: holders=891 2024Q1: holders=890 2024Q2: holders=901 2024Q3: holders=954 2024Q4: holders=1012 2025Q1: holders=1012 2025Q2: holders=1061 2025Q3: holders=1113 2025Q4: holders=1230 2026Q1: holders=1249 -150 -75 +0 +75 +150 2817971312 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 19 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 16%
2025Q4 Top 3%
2025Q3 Top 4%
2025Q2 Top 5%
2024Q4 Top 8%
2024Q3 Top 4%
2023Q4 Top 7%
2023Q3 Top 9%
2023Q2 Top 18%
2022Q4 Top 2%
2022Q1 Top 8%
2021Q4 Top 4%
2021Q3 Top 8%
2021Q2 Top 5%
2021Q1 Top 0%
2020Q4 Top 9%
2019Q4 Top 9%
2018Q4 Top 9%
2018Q1 Top 12%
Put holders / Call holders: 0 / 3