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

Financial Network Wealth 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	$58.3K	Buy	784 +55	+8%	+$4.13K	0.06%	247
2025 Q4	$52.1K	Hold	729	–	–	0.05%	268
2025 Q3	$49.4K	Buy	729 +138	+23%	+$9.09K	0.05%	271
2025 Q2	$37.5K	Buy	591 +215	+57%	+$13.2K	0.05%	292
2025 Q1	$22.2K	Buy	376 +193	+105%	+$10.9K	0.03%	328
2024 Q4	$9.6K	Sell	183 -590	-76%	-$32.3K	0.02%	308
2024 Q3	$44.5K	Buy	773 +2	+0.3%	+$110	0.04%	293
2024 Q2	$40.9K	Buy	+771	New	+$41.9K	0.03%	327

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 Network Wealth Advisors's EFV Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 7.5% in Q1 2026, buying an estimated $4.13K and bringing the position to 784 shares worth $58.3K. The position accounts for 0.06% of the portfolio, ranked #247.

Financial Network Wealth Advisors first reported a position in EFV in Q2 2024 and has held it in 8 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Financial Network Wealth Advisors held 784 shares of iShares MSCI EAFE Value ETF worth $58.3K as of Q1 2026.
Financial Network Wealth Advisors bought 55 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $4.13K.
iShares MSCI EAFE Value ETF made up 0.06% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #247 holding.
Financial Network Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 8 quarters since.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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