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

Financial Freedom LLC’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	–	Sell	-157	Closed	-$11.6K	–	185
2026 Q1	$11.6K	Buy	+157	New	+$11.8K	0.01%	287
2025 Q4	–	Sell	-330	Closed	-$22.4K	–	348
2025 Q3	$22.4K	Hold	330	–	–	0.01%	225
2025 Q2	$20.9K	Hold	330	–	–	0.01%	222
2025 Q1	$19.4K	Hold	330	–	–	0.01%	228
2024 Q4	$17.3K	Hold	330	–	–	0.01%	231
2024 Q3	$19K	Hold	330	–	–	0.01%	225
2024 Q2	$17.5K	Hold	330	–	–	0.01%	231
2024 Q1	$18K	Hold	330	–	–	0.01%	238
2023 Q4	$17.2K	Hold	330	–	–	0.01%	235
2023 Q3	$16.1K	Hold	330	–	–	0.01%	240
2023 Q2	$16.1K	Hold	330	–	–	0.01%	237
2023 Q1	$16K	Hold	330	–	–	0.01%	230
2022 Q4	$15.1K	Buy	+330	New	+$14.3K	0.01%	230

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Freedom LLC's EFV Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 157 shares — an estimated $11.6K sold.

Financial Freedom LLC first reported a position in EFV in Q4 2022 and held it in 13 quarters. The position peaked at $22.4K in Q3 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Financial Freedom LLC reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 157 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $11.6K.
Financial Freedom LLC first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 13 quarters.
Financial Freedom LLC's iShares MSCI EAFE Value ETF position peaked at $22.4K in Q3 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.