Empower Advisory Group
EFV icon

Empower Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Empower Advisory Group’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 		$247K Sell
3,318
-507
-13% -$38.1K ﹤0.01% 452
2025
Q4 		$273K Sell
3,825
-160
-4% -$11.1K ﹤0.01% 428
2025
Q3 		$270K Buy
+3,985
New +$262K ﹤0.01% 450

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 $16B AUM 26.77% 1-Year Est. Return

Empower Advisory Group's EFV Position: Q1 2026 in Review

Empower Advisory Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 13% in Q1 2026, selling an estimated $38.1K and leaving 3,318 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Empower Advisory Group first reported a position in EFV in Q3 2025 and has held it in 3 quarters since. The position peaked at $273K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Empower Advisory Group held 3,318 shares of iShares MSCI EAFE Value ETF worth $247K as of Q1 2026.
  • Empower Advisory Group sold 507 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $38.1K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #452 holding.
  • Empower Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Empower Advisory Group's iShares MSCI EAFE Value ETF position peaked at $273K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.