EWA
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EverSource Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

EverSource Wealth 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 		$2.66M Sell
34,800
-15,780
-31% -$1.22M 0.09% 182
2026
Q1 		$3.76M Buy
50,580
+450
+0.9% +$33.8K 0.11% 138
2025
Q4 		$3.58M Sell
50,130
-3,649
-7% -$254K 0.13% 125
2025
Q3 		$3.65M Buy
53,779
+1,334
+3% +$87.9K 0.14% 129
2025
Q2 		$3.33M Buy
52,445
+4,502
+9% +$275K 0.15% 125
2025
Q1 		$2.83M Buy
47,943
+2,780
+6% +$157K 0.16% 123
2024
Q4 		$2.37M Buy
45,163
+5,102
+13% +$279K 0.13% 129
2024
Q3 		$2.3M Sell
40,061
-1,910
-5% -$105K 0.15% 128
2024
Q2 		$2.32M Buy
41,971
+1,785
+4% +$97K 0.15% 122
2024
Q1 		$2.15M Sell
40,186
-3,357
-8% -$175K 0.17% 112
2023
Q4 		$2.27M Buy
43,543
+693
+2% +$34.3K 0.21% 103
2023
Q3 		$2.1M Buy
42,850
+2,832
+7% +$140K 0.22% 100
2023
Q2 		$1.96M Buy
40,018
+418
+1% +$20.6K 0.22% 102
2023
Q1 		$1.92M Sell
39,600
-4,525
-10% -$219K 0.24% 99
2022
Q4 		$2.02M Buy
44,125
+2,933
+7% +$127K 0.31% 76
2022
Q3 		$1.59M Sell
41,192
-6,947
-14% -$296K 0.36% 48
2022
Q2 		$2.09M Buy
48,139
+7,264
+18% +$346K 0.54% 37
2022
Q1 		$2.05M Sell
40,875
-3,298
-7% -$168K 0.52% 36
2021
Q4 		$2.23M Buy
+44,173
New +$2.26M 0.62% 33

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

EverSource Wealth Advisors's EFV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 31% in Q2 2026, selling an estimated $1.22M and leaving 34,800 shares worth $2.66M. The position accounts for 0.09% of the portfolio, ranked #182.

EverSource Wealth Advisors first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.76M in Q1 2026. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • EverSource Wealth Advisors held 34,800 shares of iShares MSCI EAFE Value ETF worth $2.66M as of Q2 2026.
  • EverSource Wealth Advisors sold 15,780 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.22M.
  • iShares MSCI EAFE Value ETF made up 0.09% of EverSource Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • EverSource Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $3.76M in Q1 2026.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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