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

American Financial 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 		$953K Buy
12,449
+147
+1% +$11.4K 0.11% 77
2026
Q1 		$915K Sell
12,302
-690
-5% -$51.9K 0.12% 67
2025
Q4 		$928K Sell
12,992
-357
-3% -$24.8K 0.12% 69
2025
Q3 		$905K Sell
13,349
-307
-2% -$20.2K 0.12% 71
2025
Q2 		$867K Buy
13,656
+111
+0.8% +$6.79K 0.12% 68
2025
Q1 		$798K Hold
13,545
– – 0.12% 63
2024
Q4 		$711K Buy
13,545
+41
+0.3% +$2.25K 0.1% 65
2024
Q3 		$777K Sell
13,504
-556
-4% -$30.7K 0.11% 65
2024
Q2 		$746K Sell
14,060
-633
-4% -$34.4K 0.11% 67
2024
Q1 		$799K Sell
14,693
-31
-0.2% -$1.62K 0.11% 65
2023
Q4 		$767K Sell
14,724
-167
-1% -$8.26K 0.11% 66
2023
Q3 		$729K Sell
14,891
-2,096
-12% -$104K 0.11% 68
2023
Q2 		$831K Buy
16,987
+269
+2% +$13.2K 0.13% 62
2023
Q1 		$811K Hold
16,718
– – 0.13% 62
2022
Q4 		$767K Buy
16,718
+25
+0.1% +$1.08K 0.13% 60
2022
Q3 		$643K Sell
16,693
-3,263
-16% -$139K 0.11% 67
2022
Q2 		$866K Sell
19,956
-2,360
-11% -$112K 0.23% 37
2022
Q1 		$1.12M Sell
22,316
-762
-3% -$38.7K 0.16% 56
2021
Q4 		$1.16M Sell
23,078
-4,039
-15% -$206K 0.15% 58
2021
Q3 		$1.38M Sell
27,117
-3,944
-13% -$204K 0.18% 50
2021
Q2 		$1.61M Sell
31,061
-9,238
-23% -$489K 0.22% 49
2021
Q1 		$2.05M Sell
40,299
-10,265
-20% -$510K 0.31% 43
2020
Q4 		$2.39M Sell
50,564
-5,450
-10% -$240K 0.34% 39
2020
Q3 		$2.26M Sell
56,014
-3,062
-5% -$127K 0.37% 39
2020
Q2 		$2.43M Sell
59,076
-2,714
-4% -$104K 0.39% 39
2020
Q1 		$2.27M Sell
61,790
-99,317
-62% -$4.42M 0.41% 39
2019
Q4 		$7.61M Sell
161,107
-155,912
-49% -$7.64M 1.34% 29
2019
Q3 		$15M Buy
317,019
+125
+0% +$5.83K 2.84% 15
2019
Q2 		$15.2M Buy
316,894
+8,400
+3% +$410K 2.97% 14
2019
Q1 		$15.1M Buy
308,494
+232,718
+307% +$11.2M 3.07% 14
2018
Q4 		$3.43M Buy
+75,776
New +$3.65M 0.75% 29

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

American Financial Advisors's EFV Position: Q2 2026 in Review

American Financial Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 12,449 shares worth $953K. The position accounts for 0.11% of the portfolio, ranked #77.

American Financial Advisors first reported a position in EFV in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.2M in Q2 2019. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • American Financial Advisors held 12,449 shares of iShares MSCI EAFE Value ETF worth $953K as of Q2 2026.
  • American Financial Advisors bought 147 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $11.4K.
  • iShares MSCI EAFE Value ETF made up 0.11% of American Financial Advisors's portfolio in Q2 2026, its #77 holding.
  • American Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and has held it in 31 quarters since.
  • American Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $15.2M in Q2 2019.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.