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

Crewe 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	$24.9K	Buy	325 +90	+38%	+$6.97K	﹤0.01%	566
2026 Q1	$17.5K	Hold	235	–	–	﹤0.01%	547
2025 Q4	$16.8K	Sell	235 -270	-53%	-$18.8K	﹤0.01%	521
2025 Q3	$34.3K	Buy	505 +56	+12%	+$3.69K	﹤0.01%	417
2025 Q2	$28.5K	Buy	+449	New	+$27.5K	﹤0.01%	328
2024 Q4	–	Sell	-113	Closed	-$6.5K	–	694
2024 Q3	$6.5K	Hold	113	–	–	﹤0.01%	540
2024 Q2	$5.99K	Buy	113 +23	+26%	+$1.25K	﹤0.01%	765
2024 Q1	$4.9K	Buy	+90	New	+$4.7K	﹤0.01%	735
2023 Q2	–	Sell	-30	Closed	-$1.46K	–	912
2023 Q1	$1.46K	Hold	30	–	–	﹤0.01%	738
2022 Q4	$1.38K	Hold	30	–	–	﹤0.01%	893
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	1134
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	1057
2022 Q1	$2K	Buy	+30	New	+$1.52K	﹤0.01%	430

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

Crewe Advisors's EFV Position: Q2 2026 in Review

Crewe Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 38% in Q2 2026, buying an estimated $6.97K and bringing the position to 325 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Crewe Advisors first reported a position in EFV in Q1 2022 and has held it in 13 quarters since. The position peaked at $34.3K in Q3 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Crewe Advisors held 325 shares of iShares MSCI EAFE Value ETF worth $24.9K as of Q2 2026.
Crewe Advisors bought 90 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $6.97K.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #566 holding.
Crewe Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 13 quarters since.
Crewe Advisors's iShares MSCI EAFE Value ETF position peaked at $34.3K in Q3 2025.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.