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Brooklyn Investment Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Brooklyn Investment Group’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 		$2.05M Buy
27,579
+24,700
+858% +$1.86M 0.06% 272
2025
Q4 		$206K Buy
+2,879
New +$200K 0.01% 1350
2025
Q3 		– Sell
-144
Closed -$9.14K – 1265
2025
Q2 		$9.14K Buy
+144
New +$8.81K ﹤0.01% 2218

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 $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Brooklyn Investment Group's EFV Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 858% in Q1 2026, buying an estimated $1.86M and bringing the position to 27,579 shares worth $2.05M. The position accounts for 0.06% of the portfolio, ranked #272.

Brooklyn Investment Group first reported a position in EFV in Q2 2025 and has held it in 3 quarters since. 1,261 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Brooklyn Investment Group held 27,579 shares of iShares MSCI EAFE Value ETF worth $2.05M as of Q1 2026.
  • Brooklyn Investment Group bought 24,700 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $1.86M.
  • iShares MSCI EAFE Value ETF made up 0.06% of Brooklyn Investment Group's portfolio in Q1 2026, its #272 holding.
  • Brooklyn Investment Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,261 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.