Ameritas Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ameritas Advisory Services’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	$1.12M	Buy	14,638 +11,537	+372%	+$893K	0.02%	527
2026 Q1	$231K	Sell	3,101 -10,585	-77%	-$796K	0.01%	874
2025 Q4	$977K	Buy	13,686 +5,749	+72%	+$399K	0.04%	378
2025 Q3	$538K	Buy	7,937 +2,348	+42%	+$155K	0.04%	369
2025 Q2	$355K	Sell	5,589 -9,329	-63%	-$571K	0.02%	585
2025 Q1	$824K	Sell	14,918 -961	-6%	-$54.4K	0.03%	454
2024 Q4	$833K	Buy	15,879 +4,916	+45%	+$269K	0.03%	467
2024 Q3	$631K	Sell	10,963 -2,902	-21%	-$160K	0.03%	490
2024 Q2	$735K	Buy	13,865 +363	+3%	+$19.7K	0.03%	487
2024 Q1	$733K	Buy	13,502 +3,044	+29%	+$159K	0.03%	460
2023 Q4	$544K	Sell	10,458 -9,774	-48%	-$484K	0.03%	410
2023 Q3	$983K	Buy	20,232 +11,851	+141%	+$587K	0.05%	342
2023 Q2	$404K	Sell	8,381 -7,920	-49%	-$390K	0.05%	341
2023 Q1	$804K	Sell	16,301 -7,561	-32%	-$366K	0.04%	362
2022 Q4	$1.09M	Buy	23,862 +4,827	+25%	+$210K	0.05%	326
2022 Q3	$733K	Buy	19,035 +10,318	+118%	+$440K	0.04%	352
2022 Q2	$378K	Buy	8,717 +2,192	+34%	+$104K	0.02%	537
2022 Q1	$328K	Buy	6,525 +878	+16%	+$44.6K	0.01%	635
2021 Q4	$285K	Buy	+5,647	New	+$288K	0.01%	664

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

Ameritas Advisory Services's EFV Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares MSCI EAFE Value ETF (EFV) stake by 372% in Q2 2026, buying an estimated $893K and bringing the position to 14,638 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #527.

Ameritas Advisory Services first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Ameritas Advisory Services held 14,638 shares of iShares MSCI EAFE Value ETF worth $1.12M as of Q2 2026.
Ameritas Advisory Services bought 11,537 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $893K.
iShares MSCI EAFE Value ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #527 holding.
Ameritas Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.