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Principal Global Investors position in EFV
ISHARES TR
Latest position (Q2 2026)41.87K sh
Reported value held$3.21M
Portfolio Weight0.00%
First reportedQ3 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 171.90K | $8.74M | New |
| Q4 2021 | 100.20K | $5.05M | Reduce |
| Q1 2022 | 123.90K | $6.23M | Add |
| Q2 2022 | 98.40K | $4.27M | Reduce |
| Q3 2022 | 84.00K | $3.24M | Reduce |
| Q4 2022 | 121.28K | $5.56M | Add |
| Q1 2023 | 125.66K | $6.10M | Add |
| Q2 2023 | 174.33K | $8.53M | Add |
| Q3 2023 | 191.90K | $9.39M | Add |
| Q4 2023 | 117.42K | $6.12M | Reduce |
| Q1 2024 | 113.32K | $6.16M | Reduce |
| Q2 2024 | 100.29K | $5.32M | Reduce |
| Q3 2024 | 29.64K | $1.71M | Reduce |
| Q4 2024 | 50.72K | $2.66M | Add |
| Q1 2025 | 43.84K | $2.58M | Reduce |
| Q2 2025 | 34.88K | $2.21M | Reduce |
| Q3 2025 | 49.14K | $3.33M | Add |
| Q4 2025 | 106.43K | $7.60M | Add |
| Q1 2026 | 44.85K | $3.33M | Reduce |
| Q2 2026 | 41.87K | $3.21M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding EFV
- Fidelity Management & Research (FMR) 17.42M sh · $1.33B · Q2 2026
- JPMorgan Chase & Co 10.81M sh · $828.05M · Q2 2026
- Bank of America Corp 9.57M sh · $732.71M · Q2 2026
- Morgan Stanley 9.23M sh · $706.90M · Q2 2026
- UBS Group AG 3.06M sh · $234.42M · Q2 2026
- PNC Financial Services 2.89M sh · $221.37M · Q2 2026
- Wells Fargo & Co 2.19M sh · $168.02M · Q2 2026
- BlackRock Inc 1.95M sh · $149.28M · Q2 2026
- BNY Mellon 1.16M sh · $88.57M · Q2 2026
- Citadel Advisors 774.25K sh · $59.27M · Q2 2026
- Franklin Resources 543.30K sh · $41.59M · Q2 2026
- Goldman Sachs Group 530.31K sh · $40.60M · Q2 2026