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

Downshift Financial’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	Buy	+47	New	+$3.64K	﹤0.01%	384

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

Downshift Financial's EFV Position: Q2 2026 in Review

Downshift Financial opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 47 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings.

1,242 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Downshift Financial held 47 shares of iShares MSCI EAFE Value ETF worth $3.6K as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Downshift Financial position in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #384 holding.
1,242 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.