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Choate Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Choate Investment Advisors’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 		$202K Buy
+2,639
New +$204K ﹤0.01% 462
2025
Q3 		– Sell
-2,844
Closed -$181K – 435
2025
Q2 		$181K Buy
+2,844
New +$174K ﹤0.01% 402
2022
Q2 		– Sell
-1,372
Closed -$69K – 339
2022
Q1 		$69K Hold
1,372
– – ﹤0.01% 319
2021
Q4 		$69K Buy
+1,372
New +$70K ﹤0.01% 307
2020
Q4 		– Sell
-3,825
Closed -$154K – 289
2020
Q3 		$154K Buy
+3,825
New +$158K 0.01% 242
2018
Q2 		– Sell
-3,881
Closed -$212K – 230
2018
Q1 		$212K Sell
3,881
-56
-1% -$3.14K 0.01% 224
2017
Q4 		$217K Hold
3,937
– – 0.01% 228
2017
Q3 		$215K Hold
3,937
– – 0.01% 235
2017
Q2 		$204K Sell
3,937
-167
-4% -$8.64K 0.01% 240
2017
Q1 		$206K Buy
+4,104
New +$202K 0.01% 243
2016
Q1 		– Sell
-6,185
Closed -$316K – 257
2015
Q4 		$316K Hold
6,185
– – 0.02% 211
2015
Q3 		$286K Hold
6,185
– – 0.02% 208
2015
Q2 		$324K Hold
6,185
– – 0.02% 203
2015
Q1 		$330K Hold
6,185
– – 0.02% 205
2014
Q4 		$316K Hold
6,185
– – 0.02% 213
2014
Q3 		$338K Sell
6,185
-1,700
-22% -$97K 0.02% 204
2014
Q2 		$462K Buy
7,885
+1,700
+27% +$100K 0.03% 186
2014
Q1 		$356K Buy
6,185
+1,700
+38% +$96K 0.02% 211
2013
Q4 		$257K Hold
4,485
– – 0.02% 235
2013
Q3 		$244K Buy
4,485
+160
+4% +$8.32K 0.02% 233
2013
Q2 		$209K Buy
+4,325
New +$222K 0.02% 248

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

Choate Investment Advisors's EFV Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 2,639 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in EFV as recently as Q2 2025.

Choate Investment Advisors first reported a position in EFV in Q2 2013 and has held it in 21 quarters since. The position peaked at $462K in Q2 2014. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Choate Investment Advisors held 2,639 shares of iShares MSCI EAFE Value ETF worth $202K as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Choate Investment Advisors position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #462 holding.
  • Choate Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 21 quarters since.
  • Choate Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $462K in Q2 2014.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.