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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
Q2 		$1.75M Sell
22,920
-12,600
-35% -$976K 0.05% 303
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 $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

Atomi Financial Group's EFV Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 35% in Q2 2026, selling an estimated $976K and leaving 22,920 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #303.

Atomi Financial Group first reported a position in EFV in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.64M in Q1 2026. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Atomi Financial Group held 22,920 shares of iShares MSCI EAFE Value ETF worth $1.75M as of Q2 2026.
  • Atomi Financial Group sold 12,600 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $976K.
  • iShares MSCI EAFE Value ETF made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #303 holding.
  • Atomi Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's iShares MSCI EAFE Value ETF position peaked at $2.64M in Q1 2026.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.