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Destiny Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Destiny Wealth 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
Q1 		$163K Buy
+2,196
New +$165K 0.02% 256
2023
Q1 		– Sell
-1,820
Closed -$83.5K – 310
2022
Q4 		$83.5K Buy
+1,820
New +$79K 0.02% 243

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Destiny Wealth Partners's EFV Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 2,196 shares worth $163K. The stake represents 0.02% of the portfolio and ranks #256 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in EFV as recently as Q4 2022.

Destiny Wealth Partners first reported a position in EFV in Q4 2022 and has held it in 2 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Destiny Wealth Partners held 2,196 shares of iShares MSCI EAFE Value ETF worth $163K as of Q1 2026.
  • iShares MSCI EAFE Value ETF was a new Destiny Wealth Partners position in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.02% of Destiny Wealth Partners's portfolio in Q1 2026, its #256 holding.
  • Destiny Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.