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Capital Advisor Network’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Capital Advisor Network’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 		$141K Sell
1,845
-1,535
-45% -$119K 0.18% 47
2026
Q1 		$251K Buy
+3,380
New +$254K 0.35% 29

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Capital Advisor Network's EFV Position: Q2 2026 in Review

Capital Advisor Network reduced its iShares MSCI EAFE Value ETF (EFV) stake by 45% in Q2 2026, selling an estimated $119K and leaving 1,845 shares worth $141K. The position accounts for 0.18% of the portfolio, ranked #47.

Capital Advisor Network first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. The position peaked at $251K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Capital Advisor Network held 1,845 shares of iShares MSCI EAFE Value ETF worth $141K as of Q2 2026.
  • Capital Advisor Network sold 1,535 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $119K.
  • iShares MSCI EAFE Value ETF made up 0.18% of Capital Advisor Network's portfolio in Q2 2026, its #47 holding.
  • Capital Advisor Network first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Capital Advisor Network's iShares MSCI EAFE Value ETF position peaked at $251K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Capital Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.