EF
EFV icon

Empowered Funds’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Empowered Funds’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 		$341K Buy
+4,450
New +$345K ﹤0.01% 1813
2024
Q2 		– Sell
-128,628
Closed -$7M – 1396
2024
Q1 		$7M Buy
+128,628
New +$6.71M 0.13% 226

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empowered Funds's EFV Position: Q2 2026 in Review

Empowered Funds opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 4,450 shares worth $341K. The stake represents ﹤0.01% of the portfolio and ranks #1813 among its holdings. This is a return to the name: Empowered Funds previously reported a position in EFV as recently as Q1 2024.

Empowered Funds first reported a position in EFV in Q1 2024 and has held it in 2 quarters since. The position peaked at $7M in Q1 2024. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Empowered Funds held 4,450 shares of iShares MSCI EAFE Value ETF worth $341K as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Empowered Funds position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1813 holding.
  • Empowered Funds first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 2 quarters since.
  • Empowered Funds's iShares MSCI EAFE Value ETF position peaked at $7M in Q1 2024.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.