American Financial & Tax Strategies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

American Financial & Tax Strategies’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	$2.14M	Sell	27,936 -66	-0.2%	-$5.11K	0.97%	36
2026 Q1	$2.08M	Sell	28,002 -325	-1%	-$24.4K	1.01%	33
2025 Q4	$2.02M	Sell	28,327 -4,644	-14%	-$323K	1.01%	33
2025 Q3	$2.24M	Sell	32,971 -985	-3%	-$64.9K	1.12%	32
2025 Q2	$2.16M	Sell	33,956 -2,585	-7%	-$158K	1.11%	32
2025 Q1	$2.15M	Sell	36,541 -4,712	-11%	-$267K	1.16%	31
2024 Q4	$2.16M	Hold	41,253	–	–	1.12%	32
2024 Q3	$2.37M	Sell	41,253 -399	-1%	-$22K	1.2%	31
2024 Q2	$2.21M	Sell	41,652 -676	-2%	-$36.7K	1.16%	32
2024 Q1	$2.3M	Sell	42,328 -9	-0%	-$470	1.24%	31
2023 Q4	$2.21M	Buy	+42,337	New	+$2.1M	1.26%	30

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

American Financial & Tax Strategies's EFV Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.24% in Q2 2026, selling an estimated $5.11K and leaving 27,936 shares worth $2.14M. The position accounts for 0.97% of the portfolio, ranked #36.

American Financial & Tax Strategies first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q3 2024. 958 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

American Financial & Tax Strategies held 27,936 shares of iShares MSCI EAFE Value ETF worth $2.14M as of Q2 2026.
American Financial & Tax Strategies sold 66 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $5.11K.
iShares MSCI EAFE Value ETF made up 0.97% of American Financial & Tax Strategies's portfolio in Q2 2026, its #36 holding.
American Financial & Tax Strategies first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's iShares MSCI EAFE Value ETF position peaked at $2.37M in Q3 2024.
958 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.