Colter Lewis Investment Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Colter Lewis Investment Partners’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	$459K	Buy	+6,000	New	+$465K	0.2%	68

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Colter Lewis Investment Partners's EFV Position: Q2 2026 in Review

Colter Lewis Investment Partners opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 6,000 shares worth $459K. The stake represents 0.2% of the portfolio and ranks #68 among its holdings.

1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Colter Lewis Investment Partners held 6,000 shares of iShares MSCI EAFE Value ETF worth $459K as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Colter Lewis Investment Partners position in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.2% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #68 holding.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.