AAS
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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ameritas Advisory Services's EFV Position: Q1 2026 in Review

Ameritas Advisory Services reduced its iShares MSCI EAFE Value ETF (EFV) stake by 77% in Q1 2026, selling an estimated $796K and leaving 3,101 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #874.

Ameritas Advisory Services first reported a position in EFV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q4 2022. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Ameritas Advisory Services held 3,101 shares of iShares MSCI EAFE Value ETF worth $231K as of Q1 2026.
  • Ameritas Advisory Services sold 10,585 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $796K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #874 holding.
  • Ameritas Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's iShares MSCI EAFE Value ETF position peaked at $1.09M in Q4 2022.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.