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

Financial Engines 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 Q1	$2.1M	Buy	28,220 +415	+1%	+$31.2K	﹤0.01%	222
2025 Q4	$1.99M	Sell	27,805 -5,508	-17%	-$383K	﹤0.01%	240
2025 Q3	$2.26M	Buy	33,313 +735	+2%	+$48.4K	﹤0.01%	221
2025 Q2	$2.07M	Sell	32,578 -28,327	-47%	-$1.73M	﹤0.01%	215
2025 Q1	$3.59M	Sell	60,905 -1,634	-3%	-$92.4K	0.01%	154
2024 Q4	$3.28M	Buy	62,539 +17,832	+40%	+$977K	0.01%	168
2024 Q3	$2.57M	Sell	44,707 -1,788	-4%	-$98.7K	0.01%	169
2024 Q2	$2.47M	Buy	46,495 +18,768	+68%	+$1.02M	0.01%	160
2024 Q1	$1.51M	Sell	27,727 -506	-2%	-$26.4K	﹤0.01%	177
2023 Q4	$1.47M	Sell	28,233 -3,336	-11%	-$165K	﹤0.01%	162
2023 Q3	$1.54M	Sell	31,569 -459	-1%	-$22.7K	﹤0.01%	141
2023 Q2	$1.57M	Buy	32,028 +4,631	+17%	+$228K	﹤0.01%	150
2023 Q1	$1.33M	Sell	27,397 -12,094	-31%	-$585K	﹤0.01%	162
2022 Q4	$1.81M	Buy	39,491 +13,730	+53%	+$596K	0.01%	131
2022 Q3	$992K	Sell	25,761 -2,898	-10%	-$124K	﹤0.01%	158
2022 Q2	$1.24M	Buy	28,659 +744	+3%	+$35.4K	﹤0.01%	137
2022 Q1	$1.4M	Buy	27,915 +4,126	+17%	+$210K	﹤0.01%	132
2021 Q4	$1.2M	Sell	23,789 -39	-0.2%	-$1.99K	﹤0.01%	112
2021 Q3	$1.21M	Sell	23,828 -2,750	-10%	-$142K	﹤0.01%	99
2021 Q2	$1.38M	Sell	26,578 -919	-3%	-$48.6K	﹤0.01%	86
2021 Q1	$1.4M	Sell	27,497 -404	-1%	-$20.1K	﹤0.01%	101
2020 Q4	$1.32M	Sell	27,901 -67	-0.2%	-$2.95K	﹤0.01%	101
2020 Q3	$1.13M	Buy	27,968 +1,468	+6%	+$60.7K	﹤0.01%	100
2020 Q2	$1.06M	Sell	26,500 -77,444	-75%	-$2.95M	﹤0.01%	102
2020 Q1	$3.71M	Buy	103,944 +86,693	+503%	+$3.86M	0.02%	64
2019 Q4	$861K	Buy	+17,251	New	+$846K	﹤0.01%	97

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 $16B AUM 26.77% 1-Year Est. Return

Financial Engines Advisors's EFV Position: Q1 2026 in Review

Financial Engines Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.5% in Q1 2026, buying an estimated $31.2K and bringing the position to 28,220 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Financial Engines Advisors first reported a position in EFV in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.71M in Q1 2020. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Financial Engines Advisors held 28,220 shares of iShares MSCI EAFE Value ETF worth $2.1M as of Q1 2026.
Financial Engines Advisors bought 415 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $31.2K.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #222 holding.
Financial Engines Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and has held it in 26 quarters since.
Financial Engines Advisors's iShares MSCI EAFE Value ETF position peaked at $3.71M in Q1 2020.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.