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Atomi Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Atomi Financial Group’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 		$2.64M Buy
35,520
+13,350
+60% +$1M 0.08% 195
2025
Q4 		$1.58M Sell
22,170
-695
-3% -$48.3K 0.05% 276
2025
Q3 		$1.55M Sell
22,865
-7,400
-24% -$487K 0.05% 252
2025
Q2 		$1.92M Sell
30,265
-993
-3% -$60.8K 0.07% 193
2025
Q1 		$1.84M Sell
31,258
-664
-2% -$37.6K 0.08% 183
2024
Q4 		$1.67M Buy
31,922
+21,004
+192% +$1.15M 0.08% 170
2024
Q3 		$628K Sell
10,918
-3,937
-27% -$217K 0.04% 374
2024
Q2 		$788K Sell
14,855
-1,070
-7% -$58.2K 0.06% 260
2024
Q1 		$866K Sell
15,925
-23,893
-60% -$1.25M 0.08% 208
2023
Q4 		$2.07M Buy
39,818
+6,626
+20% +$328K 0.29% 73
2023
Q3 		$1.62M Buy
33,192
+16,891
+104% +$837K 0.54% 49
2023
Q2 		$798K Buy
+16,301
New +$802K 0.36% 79

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

Atomi Financial Group's EFV Position: Q1 2026 in Review

Atomi Financial Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 60% in Q1 2026, buying an estimated $1M and bringing the position to 35,520 shares worth $2.64M. The position accounts for 0.08% of the portfolio, ranked #195.

Atomi Financial Group first reported a position in EFV in Q2 2023 and has held it in 12 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Atomi Financial Group held 35,520 shares of iShares MSCI EAFE Value ETF worth $2.64M as of Q1 2026.
  • Atomi Financial Group bought 13,350 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $1M.
  • iShares MSCI EAFE Value ETF made up 0.08% of Atomi Financial Group's portfolio in Q1 2026, its #195 holding.
  • Atomi Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.