AUB
EFV icon

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
Q2 		$96K Buy
1,254
+770
+159% +$59.6K ﹤0.01% 792
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 $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

Atlantic Union Bankshares's EFV Position: Q2 2026 in Review

Atlantic Union Bankshares increased its iShares MSCI EAFE Value ETF (EFV) stake by 159% in Q2 2026, buying an estimated $59.6K and bringing the position to 1,254 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Atlantic Union Bankshares first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Atlantic Union Bankshares held 1,254 shares of iShares MSCI EAFE Value ETF worth $96K as of Q2 2026.
  • Atlantic Union Bankshares bought 770 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $59.6K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #792 holding.
  • Atlantic Union Bankshares first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.