Archer Investment Corporation’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Archer Investment Corporation’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	$17K	Buy	222 +21	+10%	+$1.63K	﹤0.01%	733
2026 Q1	$14.9K	Hold	201	–	–	﹤0.01%	718
2025 Q4	$14.4K	Hold	201	–	–	﹤0.01%	659
2025 Q3	$13.6K	Hold	201	–	–	﹤0.01%	675
2025 Q2	$12.8K	Sell	201 -33	-14%	-$2.02K	﹤0.01%	667
2025 Q1	$13.8K	Sell	234 -62	-21%	-$3.51K	﹤0.01%	640
2024 Q4	$15.5K	Buy	296 +63	+27%	+$3.45K	﹤0.01%	620
2024 Q3	$13.4K	Buy	233 +32	+16%	+$1.77K	﹤0.01%	635
2024 Q2	$10.7K	Hold	201	–	–	﹤0.01%	648
2024 Q1	$10.9K	Hold	201	–	–	﹤0.01%	637
2023 Q4	$10.5K	Hold	201	–	–	﹤0.01%	644
2023 Q3	$9.84K	Hold	201	–	–	﹤0.01%	631
2023 Q2	$9.84K	Buy	+201	New	+$9.89K	﹤0.01%	622

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Archer Investment Corporation's EFV Position: Q2 2026 in Review

Archer Investment Corporation increased its iShares MSCI EAFE Value ETF (EFV) stake by 10% in Q2 2026, buying an estimated $1.63K and bringing the position to 222 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Archer Investment Corporation first reported a position in EFV in Q2 2023 and has held it in 13 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Archer Investment Corporation held 222 shares of iShares MSCI EAFE Value ETF worth $17K as of Q2 2026.
Archer Investment Corporation bought 21 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.63K.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #733 holding.
Archer Investment Corporation first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 13 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.