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Becker Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Becker Capital Management’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 		$403K Sell
5,415
-170
-3% -$12.8K 0.01% 236
2025
Q4 		$399K Hold
5,585
– – 0.01% 245
2025
Q3 		$379K Buy
+5,585
New +$368K 0.01% 243

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 $12.8B AUM 19.38% 1-Year Est. Return

Becker Capital Management's EFV Position: Q1 2026 in Review

Becker Capital Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3% in Q1 2026, selling an estimated $12.8K and leaving 5,415 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #236.

Becker Capital Management first reported a position in EFV in Q3 2025 and has held it in 3 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Becker Capital Management held 5,415 shares of iShares MSCI EAFE Value ETF worth $403K as of Q1 2026.
  • Becker Capital Management sold 170 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $12.8K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #236 holding.
  • Becker Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.