Ausdal Financial Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $544K | Sell |
7,322
-3,096
| -30% | -$233K | 0.02% | 555 |
|
|
2025
Q4 | $744K | Sell |
10,418
-2,014
| -16% | -$140K | 0.03% | 430 |
|
|
2025
Q3 | $843K | Buy |
12,432
+2,318
| +23% | +$153K | 0.04% | 401 |
|
|
2025
Q2 | $642K | Buy |
10,114
+5,262
| +108% | +$322K | 0.04% | 360 |
|
|
2025
Q1 | $286K | Buy |
4,852
+433
| +10% | +$24.5K | 0.02% | 506 |
|
|
2024
Q4 | $232K | Buy |
4,419
+245
| +6% | +$13.4K | 0.02% | 515 |
|
|
2024
Q3 | $240K | Buy |
+4,174
| New | +$230K | 0.02% | 457 |
|
|
2024
Q2 | – | Sell |
-4,047
| Closed | -$220K | – | 506 |
|
|
2024
Q1 | $220K | Sell |
4,047
-578
| -12% | -$30.2K | 0.03% | 423 |
|
|
2023
Q4 | $241K | Sell |
4,625
-708
| -13% | -$35K | 0.03% | 388 |
|
|
2023
Q3 | $261K | Buy |
+5,333
| New | +$264K | 0.04% | 360 |
|
|
2023
Q2 | – | Sell |
-5,056
| Closed | -$245K | – | 439 |
|
|
2023
Q1 | $245K | Sell |
5,056
-509
| -9% | -$24.6K | 0.03% | 381 |
|
|
2022
Q4 | $255K | Sell |
5,565
-82
| -1% | -$3.56K | 0.04% | 376 |
|
|
2022
Q3 | $218K | Sell |
5,647
-1,201
| -18% | -$51.2K | 0.03% | 391 |
|
|
2022
Q2 | $297K | Sell |
6,848
-85
| -1% | -$4.05K | 0.04% | 343 |
|
|
2022
Q1 | $348K | Buy |
6,933
+69
| +1% | +$3.51K | 0.05% | 342 |
|
|
2021
Q4 | $346K | Buy |
6,864
+381
| +6% | +$19.5K | 0.05% | 350 |
|
|
2021
Q3 | $330K | Sell |
6,483
-633
| -9% | -$32.8K | 0.05% | 340 |
|
|
2021
Q2 | $368K | Buy |
7,116
+836
| +13% | +$44.2K | 0.06% | 313 |
|
|
2021
Q1 | $320K | Buy |
+6,280
| New | +$312K | 0.05% | 329 |
|
|
2018
Q4 | – | Sell |
-40,653
| Closed | -$2.11M | – | 281 |
|
|
2018
Q3 | $2.11M | Buy |
40,653
+301
| +0.7% | +$15.5K | 0.59% | 35 |
|
|
2018
Q2 | $2.07M | Buy |
40,352
+236
| +0.6% | +$12.9K | 0.64% | 27 |
|
|
2018
Q1 | $2.19M | Buy |
40,116
+139
| +0.3% | +$7.8K | 0.76% | 22 |
|
|
2017
Q4 | $2.21M | Buy |
39,977
+1,147
| +3% | +$63K | 0.79% | 20 |
|
|
2017
Q3 | $2.12M | Buy |
38,830
+2,172
| +6% | +$115K | 0.84% | 21 |
|
|
2017
Q2 | $1.9M | Buy |
36,658
+1,599
| +5% | +$82.7K | 0.81% | 23 |
|
|
2017
Q1 | $1.76M | Buy |
35,059
+1,408
| +4% | +$69.2K | 0.79% | 29 |
|
|
2016
Q4 | $1.59M | Buy |
33,651
+585
| +2% | +$27.2K | 0.75% | 28 |
|
|
2016
Q3 | $1.53M | Buy |
33,066
+163
| +0.5% | +$7.33K | 0.77% | 30 |
|
|
2016
Q2 | $1.41M | Buy |
32,903
+4,050
| +14% | +$183K | 0.73% | 36 |
|
|
2016
Q1 | $1.29M | Buy |
28,853
+1,500
| +5% | +$64.8K | 0.73% | 36 |
|
|
2015
Q4 | $1.27M | Buy |
+27,353
| New | +$1.32M | 0.64% | 25 |
|
Other funds holding EFV
PAS
Ausdal Financial Partners's EFV Position: Q1 2026 in Review
Ausdal Financial Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 30% in Q1 2026, selling an estimated $233K and leaving 7,322 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #555.
Ausdal Financial Partners first reported a position in EFV in Q4 2015 and has held it in 31 quarters since. The position peaked at $2.21M in Q4 2017. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.
- Ausdal Financial Partners held 7,322 shares of iShares MSCI EAFE Value ETF worth $544K as of Q1 2026.
- Ausdal Financial Partners sold 3,096 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $233K.
- iShares MSCI EAFE Value ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #555 holding.
- Ausdal Financial Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2015 and has held it in 31 quarters since.
- Ausdal Financial Partners's iShares MSCI EAFE Value ETF position peaked at $2.21M in Q4 2017.
- 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.
Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.