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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
Q2 		$716K Buy
9,349
+36
+0.4% +$2.79K 0.01% 639
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 22.9% 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

Brighton Jones LLC's EFV Position: Q2 2026 in Review

Brighton Jones LLC increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.39% in Q2 2026, buying an estimated $2.79K and bringing the position to 9,349 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #639.

Brighton Jones LLC first reported a position in EFV in Q3 2013 and has held it in 19 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Brighton Jones LLC held 9,349 shares of iShares MSCI EAFE Value ETF worth $716K as of Q2 2026.
  • Brighton Jones LLC bought 36 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.79K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #639 holding.
  • Brighton Jones LLC first reported a position in iShares MSCI EAFE Value ETF in Q3 2013 and has held it in 19 quarters since.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.