Atlas Brown’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Atlas Brown’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	–	Sell	-2,936	Closed	-$210K	–	230
2025 Q4	$210K	Sell	2,936 -327	-10%	-$22.7K	0.06%	220
2025 Q3	$221K	Hold	3,263	–	–	0.07%	209
2025 Q2	$207K	Buy	+3,263	New	+$200K	0.07%	212
2024 Q2	–	Sell	-3,692	Closed	-$201K	–	206
2024 Q1	$201K	Buy	+3,692	New	+$193K	0.07%	200

Other funds holding EFV

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Atlas Brown's EFV Position: Q1 2026 in Review

Atlas Brown sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 2,936 shares — an estimated $210K sold.

Atlas Brown first reported a position in EFV in Q1 2024 and held it in 4 quarters. The position peaked at $221K in Q3 2025. 1,261 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Atlas Brown reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
Atlas Brown sold 2,936 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $210K.
Atlas Brown first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and held it in 4 quarters.
Atlas Brown's iShares MSCI EAFE Value ETF position peaked at $221K in Q3 2025.
1,261 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Atlas Brown's 13F filing for Q1 2026, filed 17 Apr 2026.