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

Concurrent 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 		$31.5M Buy
411,458
+89,390
+28% +$6.92M 0.27% 71
2026
Q1 		$23.9M Buy
322,068
+182,033
+130% +$13.7M 0.26% 77
2025
Q4 		$10M Buy
140,035
+58,131
+71% +$4.04M 0.11% 183
2025
Q3 		$5.56M Buy
81,904
+32,281
+65% +$2.13M 0.1% 220
2025
Q2 		$3.15M Buy
49,623
+20,319
+69% +$1.24M 0.06% 322
2025
Q1 		$1.73M Sell
29,304
-3,534
-11% -$200K 0.04% 399
2024
Q4 		$1.72M Sell
32,838
-27,666
-46% -$1.52M 0.05% 360
2024
Q3 		$3.48M Buy
60,504
+36,302
+150% +$2M 0.1% 210
2024
Q2 		$1.28M Sell
24,202
-2,433
-9% -$132K 0.04% 376
2024
Q1 		$1.45M Sell
26,635
-21,085
-44% -$1.1M 0.06% 302
2023
Q4 		$2.49M Buy
+47,720
New +$2.36M 0.12% 190

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Concurrent Investment Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 28% in Q2 2026, buying an estimated $6.92M and bringing the position to 411,458 shares worth $31.5M. The position accounts for 0.27% of the portfolio, ranked #71.

Concurrent Investment Advisors first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Concurrent Investment Advisors held 411,458 shares of iShares MSCI EAFE Value ETF worth $31.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 89,390 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $6.92M.
  • iShares MSCI EAFE Value ETF made up 0.27% of Concurrent Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Concurrent Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.