AF
EFV icon

Advisornet Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Advisornet Financial’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 		$221K Sell
2,890
-2,968
-51% -$230K 0.01% 618
2026
Q1 		$436K Sell
5,858
-421
-7% -$31.6K 0.02% 421
2025
Q4 		$448K Sell
6,279
-479
-7% -$33.3K 0.02% 410
2025
Q3 		$458K Sell
6,758
-51
-0.7% -$3.36K 0.03% 396
2025
Q2 		$432K Buy
6,809
+1,204
+21% +$73.7K 0.03% 399
2025
Q1 		$330K Buy
5,605
+929
+20% +$52.6K 0.02% 431
2024
Q4 		$245K Sell
4,676
-71,100
-94% -$3.89M 0.02% 463
2024
Q3 		$4.36M Buy
75,776
+41,636
+122% +$2.3M 0.33% 73
2024
Q2 		$1.81M Sell
34,140
-44,223
-56% -$2.4M 0.16% 140
2024
Q1 		$4.26M Sell
78,363
-4,833
-6% -$252K 0.41% 51
2023
Q4 		$4.33M Buy
83,196
+2,321
+3% +$115K 0.4% 54
2023
Q3 		$3.96M Buy
80,875
+5,194
+7% +$257K 0.36% 67
2023
Q2 		$3.7M Sell
75,681
-4,259
-5% -$210K 0.32% 82
2023
Q1 		$3.88M Sell
79,940
-12,856
-14% -$622K 0.35% 74
2022
Q4 		$4.26M Sell
92,796
-2,923
-3% -$127K 0.42% 56
2022
Q3 		$3.69M Sell
95,719
-21,345
-18% -$910K 0.37% 66
2022
Q2 		$5.08M Sell
117,064
-29,076
-20% -$1.38M 0.5% 46
2022
Q1 		$7.34M Buy
146,140
+1,082
+0.7% +$55K 0.46% 46
2021
Q4 		$7.31M Buy
145,058
+6,584
+5% +$336K 0.45% 49
2021
Q3 		$7.04M Buy
138,474
+17,866
+15% +$926K 0.49% 44
2021
Q2 		$6.24M Buy
120,608
+17,325
+17% +$916K 0.41% 54
2021
Q1 		$5.26M Sell
103,283
-1,519
-1% -$75.5K 0.37% 63
2020
Q4 		$4.95M Buy
104,802
+1,385
+1% +$61.1K 0.4% 50
2020
Q3 		$4.17M Buy
103,417
+60,829
+143% +$2.52M 0.36% 56
2020
Q2 		$1.7M Sell
42,588
-5,436
-11% -$207K 0.14% 155
2020
Q1 		$1.71M Buy
48,024
+6,170
+15% +$274K 0.16% 129
2019
Q4 		$2.09M Buy
41,854
+617
+1% +$30.2K 0.18% 120
2019
Q3 		$1.95M Buy
41,237
+31,718
+333% +$1.48M 0.18% 116
2019
Q2 		$458K Buy
9,519
+1,827
+24% +$89.2K 0.05% 309
2019
Q1 		$376K Sell
7,692
-42,422
-85% -$2.04M 0.05% 325
2018
Q4 		$2.27M Buy
50,114
+12,808
+34% +$617K 0.31% 73
2018
Q3 		$1.94M Sell
37,306
-20,835
-36% -$1.07M 0.24% 92
2018
Q2 		$2.98M Buy
58,141
+3,001
+5% +$164K 0.4% 43
2018
Q1 		$3.01M Buy
55,140
+8,366
+18% +$470K 0.42% 46
2017
Q4 		$2.58M Buy
+46,774
New +$2.57M 0.39% 54

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Advisornet Financial's EFV Position: Q2 2026 in Review

Advisornet Financial reduced its iShares MSCI EAFE Value ETF (EFV) stake by 51% in Q2 2026, selling an estimated $230K and leaving 2,890 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #618.

Advisornet Financial first reported a position in EFV in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.34M in Q1 2022. 787 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Advisornet Financial held 2,890 shares of iShares MSCI EAFE Value ETF worth $221K as of Q2 2026.
  • Advisornet Financial sold 2,968 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $230K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #618 holding.
  • Advisornet Financial first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's iShares MSCI EAFE Value ETF position peaked at $7.34M in Q1 2022.
  • 787 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.