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

Bush 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 		$1.93M Sell
25,903
-18,519
-42% -$1.39M 1.05% 22
2025
Q4 		$3.17M Sell
44,422
-4,850
-10% -$337K 1.77% 17
2025
Q3 		$3.34M Sell
49,272
-11,178
-18% -$736K 1.98% 16
2025
Q2 		$3.84M Buy
60,450
+22,713
+60% +$1.39M 2.58% 10
2025
Q1 		$2.22M Sell
37,737
-10,007
-21% -$566K 1.68% 14
2024
Q4 		$2.51M Buy
47,744
+3,931
+9% +$215K 1.96% 12
2024
Q3 		$2.52M Buy
43,813
+26,543
+154% +$1.47M 2.02% 12
2024
Q2 		$916K Sell
17,270
-11,183
-39% -$608K 0.79% 18
2024
Q1 		$1.55M Sell
28,453
-14,738
-34% -$769K 1.37% 14
2023
Q4 		$2.22M Buy
+43,191
New +$2.14M 2.05% 9

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 $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 $16B AUM 26.77% 1-Year Est. Return

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

Bush Investment Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 42% in Q1 2026, selling an estimated $1.39M and leaving 25,903 shares worth $1.93M. The position accounts for 1.05% of the portfolio, ranked #22.

Bush Investment Group first reported a position in EFV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.84M in Q2 2025. 1,258 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Bush Investment Group held 25,903 shares of iShares MSCI EAFE Value ETF worth $1.93M as of Q1 2026.
  • Bush Investment Group sold 18,519 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $1.39M.
  • iShares MSCI EAFE Value ETF made up 1.05% of Bush Investment Group's portfolio in Q1 2026, its #22 holding.
  • Bush Investment Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Bush Investment Group's iShares MSCI EAFE Value ETF position peaked at $3.84M in Q2 2025.
  • 1,258 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.