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EFV icon

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

Courier Capital’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 		$8.97M Buy
117,174
+8,265
+8% +$640K 0.45% 54
2026
Q1 		$8.1M Buy
108,909
+3,811
+4% +$286K 0.45% 56
2025
Q4 		$7.51M Buy
105,098
+318
+0.3% +$22.1K 0.42% 59
2025
Q3 		$7.11M Sell
104,780
-1,940
-2% -$128K 0.41% 59
2025
Q2 		$6.77M Sell
106,720
-112
-0.1% -$6.85K 0.41% 62
2025
Q1 		$6.3M Sell
106,832
-1,627
-2% -$92K 0.41% 64
2024
Q4 		$5.69M Buy
108,459
+12,489
+13% +$684K 0.39% 67
2024
Q3 		$5.52M Buy
95,970
+20,003
+26% +$1.1M 0.38% 66
2024
Q2 		$4.03M Buy
75,967
+20,079
+36% +$1.09M 0.32% 69
2024
Q1 		$3.04M Buy
55,888
+8,630
+18% +$450K 0.22% 99
2023
Q4 		$2.46M Buy
47,258
+17,660
+60% +$874K 0.19% 111
2023
Q3 		$1.45M Buy
29,598
+10,445
+55% +$517K 0.12% 149
2023
Q2 		$937K Buy
19,153
+13,680
+250% +$673K 0.07% 184
2023
Q1 		$266K Buy
+5,473
New +$265K 0.03% 244
2022
Q2 		– Sell
-4,133
Closed -$208K – 285
2022
Q1 		$208K Buy
+4,133
New +$210K 0.02% 292

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Courier Capital's EFV Position: Q2 2026 in Review

Courier Capital increased its iShares MSCI EAFE Value ETF (EFV) stake by 7.6% in Q2 2026, buying an estimated $640K and bringing the position to 117,174 shares worth $8.97M. The position accounts for 0.45% of the portfolio, ranked #54.

Courier Capital first reported a position in EFV in Q1 2022 and has held it in 15 quarters since. 612 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Courier Capital held 117,174 shares of iShares MSCI EAFE Value ETF worth $8.97M as of Q2 2026.
  • Courier Capital bought 8,265 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $640K.
  • iShares MSCI EAFE Value ETF made up 0.45% of Courier Capital's portfolio in Q2 2026, its #54 holding.
  • Courier Capital first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 15 quarters since.
  • 612 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.