Diversify Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Diversify Advisory Services’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	$9.4M	Buy	+118,217	New	+$9.15M	0.16%	138
2026 Q1	–	Sell	-69,764	Closed	-$5.12M	–	403
2025 Q4	$5.12M	Sell	69,764 -12,878	-16%	-$895K	0.16%	103
2025 Q3	$5.66M	Buy	82,642 +39,588	+92%	+$2.61M	0.19%	89
2025 Q2	$2.86M	Sell	43,054 -2,218	-5%	-$136K	0.11%	138
2025 Q1	$2.77M	Sell	45,272 -16,717	-27%	-$946K	0.17%	97
2024 Q4	$3.22M	Buy	61,989 +10,502	+20%	+$575K	0.18%	81
2024 Q3	$2.87M	Buy	51,487 +3,730	+8%	+$206K	0.15%	118
2024 Q2	$2.57M	Sell	47,757 -33,194	-41%	-$1.8M	0.14%	129
2024 Q1	$4.38M	Buy	+80,951	New	+$4.23M	0.26%	82

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

Diversify Advisory Services's EFV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 118,217 shares worth $9.4M. The stake represents 0.16% of the portfolio and ranks #138 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in EFV as recently as Q4 2025.

Diversify Advisory Services first reported a position in EFV in Q1 2024 and has held it in 9 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Diversify Advisory Services held 118,217 shares of iShares MSCI EAFE Value ETF worth $9.4M as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Diversify Advisory Services position in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.16% of Diversify Advisory Services's portfolio in Q2 2026, its #138 holding.
Diversify Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 9 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.