Fiduciary Advisors Inc’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Fiduciary Advisors Inc’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	$1.03M	Sell	13,915 -592	-4%	-$44.5K	0.78%	25
2025 Q4	$1.04M	Sell	14,507 -779	-5%	-$54.1K	0.79%	26
2025 Q3	$1.04M	Sell	15,286 -1,707	-10%	-$112K	0.84%	26
2025 Q2	$1.08M	Buy	16,993 +347	+2%	+$21.2K	0.95%	24
2025 Q1	$981K	Hold	16,646	–	–	0.97%	22
2024 Q4	$873K	Buy	+16,646	New	+$912K	0.88%	26

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Fiduciary Advisors Inc's EFV Position: Q1 2026 in Review

Fiduciary Advisors Inc reduced its iShares MSCI EAFE Value ETF (EFV) stake by 4.1% in Q1 2026, selling an estimated $44.5K and leaving 13,915 shares worth $1.03M. The position accounts for 0.78% of the portfolio, ranked #25.

Fiduciary Advisors Inc first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Fiduciary Advisors Inc held 13,915 shares of iShares MSCI EAFE Value ETF worth $1.03M as of Q1 2026.
Fiduciary Advisors Inc sold 592 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $44.5K.
iShares MSCI EAFE Value ETF made up 0.78% of Fiduciary Advisors Inc's portfolio in Q1 2026, its #25 holding.
Fiduciary Advisors Inc first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
Fiduciary Advisors Inc's iShares MSCI EAFE Value ETF position peaked at $1.08M in Q2 2025.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.