American State Bank (Iowa)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

American State Bank (Iowa)’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	$2.13M	Buy	27,785 +350	+1%	+$27.1K	0.86%	28
2026 Q1	$2.04M	Buy	27,435 +138	+0.5%	+$10.4K	0.98%	30
2025 Q4	$1.95M	Buy	27,297 +130	+0.5%	+$9.03K	0.94%	28
2025 Q3	$1.84M	Buy	27,167 +220	+0.8%	+$14.5K	0.94%	27
2025 Q2	$1.71M	Buy	26,947 +170	+0.6%	+$10.4K	0.95%	28
2025 Q1	$1.58M	Buy	26,777 +350	+1%	+$19.8K	0.95%	28
2024 Q4	$1.39M	Hold	26,427	–	–	0.84%	31
2024 Q3	$1.52M	Hold	26,427	–	–	0.92%	28
2024 Q2	$1.4M	Buy	26,427 +9,700	+58%	+$527K	0.9%	29
2024 Q1	$910K	Sell	16,727 -715	-4%	-$37.3K	0.61%	54
2023 Q4	$909K	Hold	17,442	–	–	0.58%	61
2023 Q3	$853K	Hold	17,442	–	–	0.61%	51
2023 Q2	$854K	Buy	17,442 +315	+2%	+$15.5K	0.59%	55
2023 Q1	$831K	Hold	17,127	–	–	0.61%	55
2022 Q4	$786K	Sell	17,127 -8	-0%	-$347	0.61%	56
2022 Q3	$660K	Buy	17,135 +8	+0%	+$341	0.57%	58
2022 Q2	$743K	Hold	17,127	–	–	0.59%	57
2022 Q1	$861K	Hold	17,127	–	–	0.6%	55
2021 Q4	$863K	Buy	17,127 +2,447	+17%	+$125K	0.6%	54
2021 Q3	$746K	Hold	14,680	–	–	0.58%	57
2021 Q2	$760K	Sell	14,680 -950	-6%	-$50.2K	0.59%	57
2021 Q1	$797K	Sell	15,630 -20	-0.1%	-$995	0.68%	50
2020 Q4	$739K	Buy	+15,650	New	+$690K	0.7%	50

Other funds holding EFV

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

American State Bank (Iowa)'s EFV Position: Q2 2026 in Review

American State Bank (Iowa) increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.3% in Q2 2026, buying an estimated $27.1K and bringing the position to 27,785 shares worth $2.13M. The position accounts for 0.86% of the portfolio, ranked #28.

American State Bank (Iowa) first reported a position in EFV in Q4 2020 and has held it in 23 quarters since. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

American State Bank (Iowa) held 27,785 shares of iShares MSCI EAFE Value ETF worth $2.13M as of Q2 2026.
American State Bank (Iowa) bought 350 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $27.1K.
iShares MSCI EAFE Value ETF made up 0.86% of American State Bank (Iowa)'s portfolio in Q2 2026, its #28 holding.
American State Bank (Iowa) first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 23 quarters since.
418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.