Joel Greenblatt's EFV Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 88,729 shares of iShares MSCI EAFE Value ETF (EFV) worth $6.02 M, representing 0.03% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in EFV for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 3,581 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares MSCI EAFE Value ETF (EFV) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI EAFE Value ETF (EFV) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +85,148 | New Buy | 85,148 | $52.47 |
| Q1 2025 | +3,581 | Add 4.21% | 88,729 | $58.94 |
Joel Greenblatt's iShares MSCI EAFE Value ETF Investment FAQs
Joel Greenblatt first purchased iShares MSCI EAFE Value ETF (EFV) in Q4 2024, acquiring 85,148 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares MSCI EAFE Value ETF (EFV) for 4 quarters since Q4 2024.
Joel Greenblatt's largest addition to iShares MSCI EAFE Value ETF (EFV) was in Q4 2024, adding 85,148 shares worth $4.47 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 88,729 shares of iShares MSCI EAFE Value ETF (EFV), valued at approximately $6.02 M.
As of the Q3 2025 filing, iShares MSCI EAFE Value ETF (EFV) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares MSCI EAFE Value ETF (EFV) was 88,729 shares, as reported at the end of Q1 2025.