How many shares of EFV does JONES FINANCIAL COMPANIES LLLP own?

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP holds 7.5M shares of EFV (ISHARES MSCI EAFE VALUE ETF).

What is JONES FINANCIAL COMPANIES LLLP's EFV position worth?

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP's EFV position is worth $574.2M.

Is JONES FINANCIAL COMPANIES LLLP buying or selling EFV?

In 2026-Q2, JONES FINANCIAL COMPANIES LLLP increased their EFV position (+1.4% change in shares).

When did JONES FINANCIAL COMPANIES LLLP first buy EFV?

Based on available 13F filings, JONES FINANCIAL COMPANIES LLLP first reported a position in EFV in 2018-Q4. They have held the position across 31 quarters.

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JONES FINANCIAL COMPANIES LLLP

EFV
31 quarters

Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES MSCI EAFE VALUE ETF

Current Value

$574.2M

Current Shares

7.5M

Total Value Change

-$172.5M

Total Shares Change

-9M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	7.5M	+1.4%	$574.2M	0.2%	$76.55	38
2026-Q1	Increased	7.4M	+9.9%	$536.1M	0.3%	$75.72	41
2025-Q4	Decreased	6.8M	-1.4%	$483.5M	0.3%	$71.68	0
2025-Q3	Decreased	6.9M	-18.5%	$463.8M	0.3%	$66.07	0
2025-Q2	Decreased	8.4M	-14.2%	$534.9M	0.4%	$62.08	0
2025-Q1	Decreased	9.8M	-22.0%	$583.8M	0.5%	$56.91	0
2024-Q4	Decreased	12.6M	-14.0%	$661M	0.6%	$50.13	0
2024-Q3	Increased	14.6M	+2.4%	$847.2M	0.9%	$54.42	46
2024-Q2	Decreased	14.3M	-2.7%	$758.5M	0.9%	$49.90	0
2024-Q1	Decreased	14.7M	-9.4%	$799.8M	1.1%	$49.76	0
2023-Q4	Increased	16.2M	+0.7%	$845.9M	1.3%	$47.66	50
2023-Q3	Decreased	16.1M	-0.2%	$788.9M	1.3%	$43.94	0
2023-Q2	Decreased	16.2M	-0.4%	$790.5M	1.3%	$43.52	0
2023-Q1	Decreased	16.2M	-1.5%	$787.3M	1.3%	$42.26	0
2022-Q4	Decreased	16.5M	-52.4%	$755.5M	1.3%	$40.10	0
2022-Q3	Increased	34.6M	+1.8%	$1.3B	2.4%	$33.55	56
2022-Q2	Increased	34M	+4.3%	$1.5B	2.6%	$37.86	57
2022-Q1	Increased	32.6M	+0.9%	$1.6B	2.4%	$42.85	55
2021-Q4	Increased	32.3M	+3.1%	$1.6B	2.3%	$42.28	56
2021-Q3	Increased	31.3M	+2.2%	$1.6B	2.4%	$42.01	56
2021-Q2	Increased	30.7M	+0.2%	$1.6B	2.5%	$42.76	55
2021-Q1	Decreased	30.6M	-3.9%	$1.6B	2.6%	$41.41	0
2020-Q4	Decreased	31.8M	-1.4%	$1.5B	2.8%	$38.39	0
2020-Q3	Decreased	32.3M	-1.6%	$1.3B	2.7%	$32.21	0
2020-Q2	Increased	32.8M	+56.4%	$1.3B	2.8%	$31.86	78
2020-Q1	Increased	21M	+10.1%	$745.9M	1.8%	$28.47	55
2019-Q4	Increased	19.1M	+13.0%	$951.3M	1.9%	$39.13	57
2019-Q3	Increased	16.9M	+0.2%	$796.8M	1.8%	$36.47	50
2019-Q2	Increased	16.8M	+1.7%	$808.5M	1.8%	$37.10	51
2019-Q1	Decreased	16.5M	-0.1%	$808.2M	1.9%	$36.64	0
2018-Q4	New	16.5M	-	$746.7M	1.9%	$33.83	72

Other major holders of EFV: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

EFV31 quarters

EFV
31 quarters