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AA
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
PAS
Park Avenue Securities
New York
$12.8B AUM
19.38%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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