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Brighton Jones LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Brighton Jones LLC’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 		$692K Buy
+9,313
New +$700K 0.02% 567
2025
Q4 		– Sell
-8,028
Closed -$545K – 305
2025
Q3 		$545K Sell
8,028
-15
-0.2% -$988 0.01% 598
2025
Q2 		$511K Buy
8,043
+3,513
+78% +$215K 0.01% 524
2025
Q1 		$267K Sell
4,530
-822
-15% -$46.5K 0.01% 576
2024
Q4 		$281K Buy
+5,352
New +$293K 0.01% 538
2019
Q4 		– Sell
-5,067
Closed -$240K – 320
2019
Q3 		$240K Sell
5,067
-66
-1% -$3.08K 0.03% 260
2019
Q2 		$247K Buy
5,133
+272
+6% +$13.3K 0.03% 252
2019
Q1 		$238K Hold
4,861
– – 0.03% 261
2018
Q4 		$220K Sell
4,861
-3,796
-44% -$183K 0.03% 236
2018
Q3 		$449K Hold
8,657
– – 0.06% 163
2018
Q2 		$445K Buy
+8,657
New +$473K 0.06% 183
2015
Q2 		– Sell
-4,194
Closed -$223K – 191
2015
Q1 		$223K Hold
4,194
– – 0.05% 171
2014
Q4 		$214K Buy
4,194
+55
+1% +$2.9K 0.05% 178
2014
Q3 		$226K Buy
4,139
+124
+3% +$7.07K 0.05% 183
2014
Q2 		$235K Hold
4,015
– – 0.05% 168
2014
Q1 		$231K Hold
4,015
– – 0.05% 163
2013
Q4 		$230K Buy
4,015
+50
+1% +$2.8K 0.05% 169
2013
Q3 		$216K Buy
+3,965
New +$206K 0.06% 151

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Brighton Jones LLC's EFV Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 9,313 shares worth $692K. The stake represents 0.02% of the portfolio and ranks #567 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in EFV as recently as Q3 2025.

Brighton Jones LLC first reported a position in EFV in Q3 2013 and has held it in 18 quarters since. 1,259 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Brighton Jones LLC held 9,313 shares of iShares MSCI EAFE Value ETF worth $692K as of Q1 2026.
  • iShares MSCI EAFE Value ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #567 holding.
  • Brighton Jones LLC first reported a position in iShares MSCI EAFE Value ETF in Q3 2013 and has held it in 18 quarters since.
  • 1,259 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.