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Advisory Solutions Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Advisory Solutions Group’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
Q3 		$3.48M Buy
87,960
+23,320
+36% +$940K 0.74% 40
2026
Q2 		$2.47M Buy
+64,640
New +$2.5M 0.84% 31

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Advisory Solutions Group's EFV Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 36% in Q3 2026, buying an estimated $940K and bringing the position to 87,960 shares worth $3.48M. The position accounts for 0.74% of the portfolio, ranked #40.

Advisory Solutions Group first reported a position in EFV in Q2 2026 and has held it in 2 quarters since. 1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Advisory Solutions Group held 87,960 shares of iShares MSCI EAFE Value ETF worth $3.48M as of Q3 2026.
  • Advisory Solutions Group bought 23,320 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $940K.
  • iShares MSCI EAFE Value ETF made up 0.74% of Advisory Solutions Group's portfolio in Q3 2026, its #40 holding.
  • Advisory Solutions Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.