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Advyzon Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Advyzon Investment Management’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 		$6.16M Sell
80,424
-67,795
-46% -$5.25M 0.45% 50
2026
Q1 		$11M Buy
148,219
+51,141
+53% +$3.84M 0.99% 19
2025
Q4 		$6.93M Buy
97,078
+81,885
+539% +$5.69M 0.8% 27
2025
Q3 		$1.03M Buy
15,193
+5,205
+52% +$343K 0.18% 124
2025
Q2 		$634K Buy
9,988
+6,623
+197% +$405K 0.14% 138
2025
Q1 		$198K Sell
3,365
-2,120
-39% -$120K 0.07% 259
2024
Q4 		$288K Buy
+5,485
New +$300K 0.11% 168

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

Advyzon Investment Management's EFV Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 46% in Q2 2026, selling an estimated $5.25M and leaving 80,424 shares worth $6.16M. The position accounts for 0.45% of the portfolio, ranked #50.

Advyzon Investment Management first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $11M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Advyzon Investment Management held 80,424 shares of iShares MSCI EAFE Value ETF worth $6.16M as of Q2 2026.
  • Advyzon Investment Management sold 67,795 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $5.25M.
  • iShares MSCI EAFE Value ETF made up 0.45% of Advyzon Investment Management's portfolio in Q2 2026, its #50 holding.
  • Advyzon Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's iShares MSCI EAFE Value ETF position peaked at $11M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.