Americana Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Americana Partners’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	$440K	Sell	5,746 -168	-3%	-$13K	0.01%	416
2026 Q1	$440K	Buy	5,914 +4	+0.1%	+$301	0.01%	367
2025 Q4	$422K	Buy	5,910 +386	+7%	+$26.8K	0.01%	352
2025 Q3	$375K	Buy	5,524 +36	+0.7%	+$2.37K	0.01%	347
2025 Q2	$348K	Buy	+5,488	New	+$336K	0.01%	347

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Americana Partners's EFV Position: Q2 2026 in Review

Americana Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.8% in Q2 2026, selling an estimated $13K and leaving 5,746 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #416.

Americana Partners first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Americana Partners held 5,746 shares of iShares MSCI EAFE Value ETF worth $440K as of Q2 2026.
Americana Partners sold 168 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $13K.
iShares MSCI EAFE Value ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #416 holding.
Americana Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.