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

DHJJ Financial 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	$3.6K	Hold	47	–	–	﹤0.01%	700
2026 Q1	$3.5K	Hold	47	–	–	﹤0.01%	690
2025 Q4	$3.36K	Hold	47	–	–	﹤0.01%	674
2025 Q3	$3.19K	Hold	47	–	–	﹤0.01%	657
2025 Q2	$2.98K	Hold	47	–	–	﹤0.01%	653
2025 Q1	$2.77K	Hold	47	–	–	﹤0.01%	618
2024 Q4	$2.47K	Hold	47	–	–	﹤0.01%	599
2024 Q3	$2.7K	Hold	47	–	–	﹤0.01%	583
2024 Q2	$2.49K	Hold	47	–	–	﹤0.01%	545
2024 Q1	$2.56K	Hold	47	–	–	﹤0.01%	536
2023 Q4	$2.45K	Hold	47	–	–	﹤0.01%	531
2023 Q3	$2.3K	Buy	+47	New	+$2.33K	﹤0.01%	531

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

DHJJ Financial Advisors's EFV Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 47 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

DHJJ Financial Advisors first reported a position in EFV in Q3 2023 and has held it in 12 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

DHJJ Financial Advisors held 47 shares of iShares MSCI EAFE Value ETF worth $3.6K as of Q2 2026.
DHJJ Financial Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #700 holding.
DHJJ Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 12 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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