FFA
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Farther Finance Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Farther Finance 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 		$26.9M Sell
351,408
-129,030
-27% -$9.99M 0.21% 91
2026
Q1 		$36.2M Sell
480,438
-114,045
-19% -$8.57M 0.34% 59
2025
Q4 		$42.5M Buy
594,483
+177,363
+43% +$12.3M 0.45% 41
2025
Q3 		$28.3M Buy
417,120
+40,678
+11% +$2.68M 0.43% 48
2025
Q2 		$23.9M Sell
376,442
-36,384
-9% -$2.23M 0.48% 31
2025
Q1 		$24.4M Buy
412,826
+19,776
+5% +$1.12M 0.62% 22
2024
Q4 		$20.6M Buy
393,050
+61,325
+18% +$3.36M 0.75% 18
2024
Q3 		$19.1M Buy
331,725
+126,135
+61% +$6.97M 0.72% 20
2024
Q2 		$11M Sell
205,590
-48,737
-19% -$2.65M 0.53% 34
2024
Q1 		$13.7M Buy
254,327
+13,140
+5% +$686K 0.84% 15
2023
Q4 		$12.6M Buy
241,187
+38,445
+19% +$1.9M 0.9% 14
2023
Q3 		$9.92M Buy
202,742
+87,236
+76% +$4.32M 1.56% 6
2023
Q2 		$5.65M Buy
115,506
+9,497
+9% +$468K 1.24% 15
2023
Q1 		$5.14M Sell
106,009
-6,501
-6% -$315K 1.51% 12
2022
Q4 		$5.16M Buy
+112,510
New +$4.88M 2% 7

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

Farther Finance Advisors's EFV Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 27% in Q2 2026, selling an estimated $9.99M and leaving 351,408 shares worth $26.9M. The position accounts for 0.21% of the portfolio, ranked #91.

Farther Finance Advisors first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $42.5M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Farther Finance Advisors held 351,408 shares of iShares MSCI EAFE Value ETF worth $26.9M as of Q2 2026.
  • Farther Finance Advisors sold 129,030 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $9.99M.
  • iShares MSCI EAFE Value ETF made up 0.21% of Farther Finance Advisors's portfolio in Q2 2026, its #91 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares MSCI EAFE Value ETF position peaked at $42.5M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.