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EFV
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Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR

JONES FINANCIAL COMPANIES LLLP holds 7.4M shares of EFV (ISHARES TR), worth $536.1M as of 2026-Q1. The position was increased (+9.9% shares). EFV represents 0.3% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$536.1M

Current Shares

7.4M

Total Value Change

-$222.4M

Total Shares Change

-6.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.4M
+9.9%
$536.1M0.3%$75.72
41
2025-Q4
Decreased
6.8M
-1.4%
$483.5M0.3%$71.68
0
2025-Q3
Decreased
6.9M
-18.5%
$463.8M0.3%$66.07
0
2025-Q2
Decreased
8.4M
-14.2%
$534.9M0.4%$62.08
0
2025-Q1
Decreased
9.8M
-22.0%
$583.8M0.5%$56.91
0
2024-Q4
Decreased
12.6M
-14.0%
$661M0.6%$50.13
0
2024-Q3
Increased
14.6M
+2.4%
$847.2M0.9%$54.42
46
2024-Q2
Decreased
14.3M
-2.7%
$758.5M0.9%$49.90
0

Other major holders of EFV: ENVESTNET ASSET MANAGEMENT INC

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