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

Accelerate 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 		$1.14M Sell
14,839
-8,113
-35% -$628K 0.65% 27
2026
Q1 		$1.71M Buy
22,952
+749
+3% +$56.3K 1.14% 18
2025
Q4 		$1.59M Sell
22,203
-1,911
-8% -$133K 1.07% 18
2025
Q3 		$1.64M Sell
24,114
-4,881
-17% -$321K 1.11% 20
2025
Q2 		$1.84M Buy
28,995
+10,876
+60% +$665K 1.37% 17
2025
Q1 		$1.07M Buy
18,119
+1,823
+11% +$103K 0.89% 22
2024
Q4 		$855K Buy
16,296
+3,035
+23% +$166K 0.75% 27
2024
Q3 		$763K Buy
+13,261
New +$732K 0.75% 28

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Accelerate Investment Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 35% in Q2 2026, selling an estimated $628K and leaving 14,839 shares worth $1.14M. The position accounts for 0.65% of the portfolio, ranked #27.

Accelerate Investment Advisors first reported a position in EFV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Accelerate Investment Advisors held 14,839 shares of iShares MSCI EAFE Value ETF worth $1.14M as of Q2 2026.
  • Accelerate Investment Advisors sold 8,113 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $628K.
  • iShares MSCI EAFE Value ETF made up 0.65% of Accelerate Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Accelerate Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Accelerate Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $1.84M in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.