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 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 $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 Freedom LLC's EFV Position: Q1 2026 in Review

Financial Freedom LLC opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 157 shares worth $11.6K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in EFV as recently as Q3 2025.

Financial Freedom LLC first reported a position in EFV in Q4 2022 and has held it in 13 quarters since. The position peaked at $22.4K in Q3 2025. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Financial Freedom LLC held 157 shares of iShares MSCI EAFE Value ETF worth $11.6K as of Q1 2026.
iShares MSCI EAFE Value ETF was a new Financial Freedom LLC position in Q1 2026.
iShares MSCI EAFE Value ETF made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #287 holding.
Financial Freedom LLC first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 13 quarters since.
Financial Freedom LLC's iShares MSCI EAFE Value ETF position peaked at $22.4K in Q3 2025.
1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.