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Financial Consulate’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Financial Consulate’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 		$67.3K Buy
+905
New +$68K 0.01% 277
2025
Q4 		– Sell
-54
Closed -$3.66K – 1378
2025
Q3 		$3.66K Buy
+54
New +$3.56K ﹤0.01% 703

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Financial Consulate's EFV Position: Q1 2026 in Review

Financial Consulate opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 905 shares worth $67.3K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Financial Consulate previously reported a position in EFV as recently as Q3 2025.

Financial Consulate first reported a position in EFV in Q3 2025 and has held it in 2 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Financial Consulate held 905 shares of iShares MSCI EAFE Value ETF worth $67.3K as of Q1 2026.
  • iShares MSCI EAFE Value ETF was a new Financial Consulate position in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #277 holding.
  • Financial Consulate first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.