AIM
EFV icon

Anchor Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Anchor Investment Management’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 		$174K Buy
2,277
+679
+42% +$52.6K 0.01% 406
2026
Q1 		$119K Hold
1,598
– – 0.01% 457
2025
Q4 		$114K Buy
1,598
+120
+8% +$8.34K 0.01% 457
2025
Q3 		$100K Hold
1,478
– – 0.01% 486
2025
Q2 		$93.8K Hold
1,478
– – 0.01% 486
2025
Q1 		$87.1K Hold
1,478
– – 0.01% 485
2024
Q4 		$77.6K Hold
1,478
– – 0.01% 507
2024
Q3 		$85K Hold
1,478
– – 0.01% 498
2024
Q2 		$78.4K Hold
1,478
– – 0.01% 467
2024
Q1 		$80.4K Sell
1,478
-108
-7% -$5.64K 0.01% 474
2023
Q4 		$82.6K Hold
1,586
– – 0.01% 463
2023
Q3 		$77.6K Hold
1,586
– – 0.01% 450
2023
Q2 		$77.6K Sell
1,586
-100
-6% -$4.92K 0.01% 441
2023
Q1 		$81.8K Buy
1,686
+210
+14% +$10.2K 0.01% 465
2022
Q4 		$67.7K Hold
1,476
– – 0.01% 475
2022
Q3 		$56.9K Hold
1,476
– – 0.01% 486
2022
Q2 		$64.1K Hold
1,476
– – 0.01% 500
2022
Q1 		$74.2K Hold
1,476
– – 0.01% 503
2021
Q4 		$74.4K Sell
1,476
-58
-4% -$2.96K 0.01% 509
2021
Q3 		$78K Sell
1,534
-35
-2% -$1.81K 0.01% 472
2021
Q2 		$81.2K Hold
1,569
– – 0.01% 479
2021
Q1 		$80K Hold
1,569
– – 0.01% 457
2020
Q4 		$74.1K Buy
1,569
+279
+22% +$12.3K 0.01% 417
2020
Q3 		$52.1K Buy
+1,290
New +$53.4K 0.01% 434

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anchor Investment Management's EFV Position: Q2 2026 in Review

Anchor Investment Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 42% in Q2 2026, buying an estimated $52.6K and bringing the position to 2,277 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #406.

Anchor Investment Management first reported a position in EFV in Q3 2020 and has held it in 24 quarters since. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Anchor Investment Management held 2,277 shares of iShares MSCI EAFE Value ETF worth $174K as of Q2 2026.
  • Anchor Investment Management bought 679 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $52.6K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #406 holding.
  • Anchor Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.