AA
EFV icon

Ancora Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ancora Advisors’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 		$13.6M Sell
178,309
-13,522
-7% -$1.05M 0.26% 92
2026
Q1 		$14.3M Buy
191,831
+16,202
+9% +$1.22M 0.3% 70
2025
Q4 		$12.5M Buy
175,629
+25,656
+17% +$1.78M 0.26% 83
2025
Q3 		$10.2M Buy
149,973
+21,626
+17% +$1.42M 0.2% 107
2025
Q2 		$8.15M Buy
128,347
+12,449
+11% +$762K 0.17% 125
2025
Q1 		$6.83M Buy
115,898
+25,280
+28% +$1.43M 0.15% 136
2024
Q4 		$4.75M Buy
90,618
+11,825
+15% +$648K 0.11% 174
2024
Q3 		$4.53M Buy
78,793
+9,238
+13% +$510K 0.1% 184
2024
Q2 		$3.69M Buy
69,555
+5,851
+9% +$318K 0.09% 194
2024
Q1 		$3.47M Buy
63,704
+32,031
+101% +$1.67M 0.08% 209
2023
Q4 		$1.65M Sell
31,673
-1,535
-5% -$76K 0.04% 299
2023
Q3 		$1.62M Buy
33,208
+13,679
+70% +$678K 0.04% 282
2023
Q2 		$956K Buy
19,529
+103
+0.5% +$5.07K 0.03% 356
2023
Q1 		$943K Sell
19,426
-4,701
-19% -$228K 0.03% 361
2022
Q4 		$1.11M Buy
24,127
+4,648
+24% +$202K 0.03% 340
2022
Q3 		$751K Sell
19,479
-436
-2% -$18.6K 0.02% 409
2022
Q2 		$864K Buy
19,915
+4,204
+27% +$200K 0.02% 398
2022
Q1 		$790K Buy
15,711
+1,086
+7% +$55.2K 0.02% 435
2021
Q4 		$737K Buy
14,625
+3,314
+29% +$169K 0.02% 459
2021
Q3 		$576K Buy
11,311
+3,214
+40% +$167K 0.01% 506
2021
Q2 		$419K Buy
8,097
+1,537
+23% +$81.3K 0.01% 588
2021
Q1 		$335K Buy
+6,560
New +$326K 0.01% 612

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

Ancora Advisors's EFV Position: Q2 2026 in Review

Ancora Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 7% in Q2 2026, selling an estimated $1.05M and leaving 178,309 shares worth $13.6M. The position accounts for 0.26% of the portfolio, ranked #92.

Ancora Advisors first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.3M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Ancora Advisors held 178,309 shares of iShares MSCI EAFE Value ETF worth $13.6M as of Q2 2026.
  • Ancora Advisors sold 13,522 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.05M.
  • iShares MSCI EAFE Value ETF made up 0.26% of Ancora Advisors's portfolio in Q2 2026, its #92 holding.
  • Ancora Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Ancora Advisors's iShares MSCI EAFE Value ETF position peaked at $14.3M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.