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Atlantic Union Bankshares’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Atlantic Union Bankshares’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 		$36K Sell
484
-182
-27% -$13.7K ﹤0.01% 979
2025
Q4 		$47.6K Buy
666
+115
+21% +$7.99K ﹤0.01% 920
2025
Q3 		$37.4K Buy
551
+397
+258% +$26.1K ﹤0.01% 980
2025
Q2 		$9.78K Buy
+154
New +$9.42K ﹤0.01% 918

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

Atlantic Union Bankshares's EFV Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its iShares MSCI EAFE Value ETF (EFV) stake by 27% in Q1 2026, selling an estimated $13.7K and leaving 484 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Atlantic Union Bankshares first reported a position in EFV in Q2 2025 and has held it in 4 quarters since. The position peaked at $47.6K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Atlantic Union Bankshares held 484 shares of iShares MSCI EAFE Value ETF worth $36K as of Q1 2026.
  • Atlantic Union Bankshares sold 182 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $13.7K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #979 holding.
  • Atlantic Union Bankshares first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's iShares MSCI EAFE Value ETF position peaked at $47.6K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.