Bridges Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bridges Investment 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 Q2	$1.02M	Buy	13,299 +472	+4%	+$36.5K	0.01%	257
2026 Q1	$954K	Sell	12,827 -542	-4%	-$40.7K	0.01%	244
2025 Q4	$955K	Hold	13,369	–	–	0.01%	240
2025 Q3	$907K	Buy	13,369 +26	+0.2%	+$1.71K	0.01%	253
2025 Q2	$847K	Buy	13,343 +507	+4%	+$31K	0.01%	252
2025 Q1	$757K	Buy	12,836 +9	+0.1%	+$509	0.01%	254
2024 Q4	$673K	Hold	12,827	–	–	0.01%	255
2024 Q3	$738K	Hold	12,827	–	–	0.01%	238
2024 Q2	$680K	Buy	+12,827	New	+$697K	0.01%	233

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Bridges Investment Management's EFV Position: Q2 2026 in Review

Bridges Investment Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 3.7% in Q2 2026, buying an estimated $36.5K and bringing the position to 13,299 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #257.

Bridges Investment Management first reported a position in EFV in Q2 2024 and has held it in 9 quarters since. 951 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Bridges Investment Management held 13,299 shares of iShares MSCI EAFE Value ETF worth $1.02M as of Q2 2026.
Bridges Investment Management bought 472 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $36.5K.
iShares MSCI EAFE Value ETF made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #257 holding.
Bridges Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 9 quarters since.
951 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.