AO
EFV icon

Advisor OS’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Advisor OS’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
Q1 		$508K Buy
+6,832
New +$513K 0.04% 291

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Advisor OS's EFV Position: Q1 2026 in Review

Advisor OS opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 6,832 shares worth $508K. The stake represents 0.04% of the portfolio and ranks #291 among its holdings.

1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Advisor OS held 6,832 shares of iShares MSCI EAFE Value ETF worth $508K as of Q1 2026.
  • iShares MSCI EAFE Value ETF was a new Advisor OS position in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.04% of Advisor OS's portfolio in Q1 2026, its #291 holding.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.