Ameritas Advisory Services
EFV icon

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
Q3 		$1.19M Buy
30,184
+908
+3% +$36.6K 0.02% 516
2026
Q2 		$1.12M Buy
29,276
+23,074
+372% +$893K 0.02% 527
2026
Q1 		$231K Sell
6,202
-21,170
-77% -$796K 0.01% 874
2025
Q4 		$977K Buy
27,372
+11,498
+72% +$400K 0.04% 378
2025
Q3 		$538K Buy
15,874
+4,696
+42% +$155K 0.04% 369
2025
Q2 		$355K Sell
11,178
-18,658
-63% -$571K 0.02% 585
2025
Q1 		$824K Sell
29,836
-1,922
-6% -$54.4K 0.03% 454
2024
Q4 		$833K Buy
31,758
+9,832
+45% +$269K 0.03% 467
2024
Q3 		$631K Sell
21,926
-5,804
-21% -$160K 0.03% 490
2024
Q2 		$735K Buy
27,730
+726
+3% +$19.7K 0.03% 487
2024
Q1 		$733K Buy
27,004
+6,088
+29% +$159K 0.03% 460
2023
Q4 		$544K Sell
20,916
-19,548
-48% -$484K 0.03% 410
2023
Q3 		$983K Buy
40,464
+23,702
+141% +$587K 0.05% 342
2023
Q2 		$404K Sell
16,762
-15,840
-49% -$390K 0.05% 341
2023
Q1 		$804K Sell
32,602
-15,122
-32% -$366K 0.04% 362
2022
Q4 		$1.09M Buy
47,724
+9,654
+25% +$210K 0.05% 326
2022
Q3 		$733K Buy
38,070
+20,636
+118% +$440K 0.04% 352
2022
Q2 		$378K Buy
17,434
+4,384
+34% +$104K 0.02% 537
2022
Q1 		$328K Buy
13,050
+1,756
+16% +$44.6K 0.01% 635
2021
Q4 		$285K Buy
+11,294
New +$288K 0.01% 664

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Ameritas Advisory Services's EFV Position: Q3 2026 in Review

Ameritas Advisory Services increased its iShares MSCI EAFE Value ETF (EFV) stake by 3.1% in Q3 2026, buying an estimated $36.6K and bringing the position to 30,184 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #516.

Ameritas Advisory Services first reported a position in EFV in Q4 2021 and has held it in 20 quarters since. 1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Ameritas Advisory Services held 30,184 shares of iShares MSCI EAFE Value ETF worth $1.19M as of Q3 2026.
  • Ameritas Advisory Services bought 908 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $36.6K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q3 2026, its #516 holding.
  • Ameritas Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.