EAN
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Excelsior Advisor Network’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Excelsior Advisor Network’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 		$1.09M Buy
14,212
+11,452
+415% +$887K 0.14% 153
2026
Q1 		$205K Buy
+2,760
New +$207K 0.08% 214

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

Excelsior Advisor Network's EFV Position: Q2 2026 in Review

Excelsior Advisor Network increased its iShares MSCI EAFE Value ETF (EFV) stake by 415% in Q2 2026, buying an estimated $887K and bringing the position to 14,212 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #153.

Excelsior Advisor Network first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Excelsior Advisor Network held 14,212 shares of iShares MSCI EAFE Value ETF worth $1.09M as of Q2 2026.
  • Excelsior Advisor Network bought 11,452 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $887K.
  • iShares MSCI EAFE Value ETF made up 0.14% of Excelsior Advisor Network's portfolio in Q2 2026, its #153 holding.
  • Excelsior Advisor Network first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.