1620 Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

1620 Investment Advisors’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.59K	Hold	60	–	–	﹤0.01%	560
2026 Q1	$4.46K	Hold	60	–	–	﹤0.01%	535
2025 Q4	$4.29K	Hold	60	–	–	﹤0.01%	533
2025 Q3	$4.07K	Hold	60	–	–	﹤0.01%	536
2025 Q2	$3.81K	Buy	60 +10	+20%	+$612	﹤0.01%	553
2025 Q1	$2.95K	Hold	50	–	–	﹤0.01%	554
2024 Q4	$2.62K	Hold	50	–	–	﹤0.01%	571
2024 Q3	$2.88K	Hold	50	–	–	﹤0.01%	560
2024 Q2	$2.65K	Buy	+50	New	+$2.72K	﹤0.01%	540

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1620 Investment Advisors's EFV Position: Q2 2026 in Review

1620 Investment Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 60 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

1620 Investment Advisors first reported a position in EFV in Q2 2024 and has held it in 9 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

1620 Investment Advisors held 60 shares of iShares MSCI EAFE Value ETF worth $4.59K as of Q2 2026.
1620 Investment Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #560 holding.
1620 Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 9 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.