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

Fiduciary Alliance’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	$888K	Buy	11,605 +197	+2%	+$15.3K	0.06%	281
2026 Q1	$893K	Buy	+11,408	New	+$857K	0.05%	276
2023 Q3	–	Sell	-375	Closed	-$18.4K	–	385
2023 Q2	$18.4K	Buy	+375	New	+$18.5K	﹤0.01%	469
2023 Q1	–	Sell	-365	Closed	-$16.8K	–	350
2022 Q4	$16.8K	Buy	+365	New	+$15.8K	﹤0.01%	333

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Fiduciary Alliance's EFV Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.7% in Q2 2026, buying an estimated $15.3K and bringing the position to 11,605 shares worth $888K. The position accounts for 0.06% of the portfolio, ranked #281.

Fiduciary Alliance first reported a position in EFV in Q4 2022 and has held it in 4 quarters since. The position peaked at $893K in Q1 2026. 252 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Fiduciary Alliance held 11,605 shares of iShares MSCI EAFE Value ETF worth $888K as of Q2 2026.
Fiduciary Alliance bought 197 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $15.3K.
iShares MSCI EAFE Value ETF made up 0.06% of Fiduciary Alliance's portfolio in Q2 2026, its #281 holding.
Fiduciary Alliance first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 4 quarters since.
Fiduciary Alliance's iShares MSCI EAFE Value ETF position peaked at $893K in Q1 2026.
252 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.