First Citizens Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

First Citizens Asset Management’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	$384K	Sell	5,011 -449	-8%	-$34.8K	0.12%	24
2026 Q1	$406K	Sell	5,460 -2,240	-29%	-$168K	0.14%	23
2025 Q4	$550K	Sell	7,700 -531	-6%	-$36.9K	0.19%	21
2025 Q3	$558K	Sell	8,231 -2,287	-22%	-$151K	0.2%	18
2025 Q2	$668K	Sell	10,518 -243	-2%	-$14.9K	0.24%	15
2025 Q1	$634K	Sell	10,761 -609	-5%	-$34.5K	0.25%	14
2024 Q4	$597K	Sell	11,370 -433	-4%	-$23.7K	0.22%	15
2024 Q3	$679K	Sell	11,803 -1,087	-8%	-$60K	0.24%	17
2024 Q2	$684K	Sell	12,890 -52	-0.4%	-$2.83K	0.25%	17
2024 Q1	$704K	Sell	12,942 -56	-0.4%	-$2.92K	0.27%	18
2023 Q4	$677K	Sell	12,998 -472	-4%	-$23.4K	0.27%	22
2023 Q3	$659K	Sell	13,470 -687	-5%	-$34K	0.28%	24
2023 Q2	$693K	Buy	14,157 +155	+1%	+$7.63K	0.28%	25
2023 Q1	$680K	Sell	14,002 -77	-0.5%	-$3.73K	0.28%	23
2022 Q4	$646K	Buy	+14,079	New	+$611K	0.36%	19

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

First Citizens Asset Management's EFV Position: Q2 2026 in Review

First Citizens Asset Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 8.2% in Q2 2026, selling an estimated $34.8K and leaving 5,011 shares worth $384K. The position accounts for 0.12% of the portfolio, ranked #24.

First Citizens Asset Management first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $704K in Q1 2024. 385 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

First Citizens Asset Management held 5,011 shares of iShares MSCI EAFE Value ETF worth $384K as of Q2 2026.
First Citizens Asset Management sold 449 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $34.8K.
iShares MSCI EAFE Value ETF made up 0.12% of First Citizens Asset Management's portfolio in Q2 2026, its #24 holding.
First Citizens Asset Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
First Citizens Asset Management's iShares MSCI EAFE Value ETF position peaked at $704K in Q1 2024.
385 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on First Citizens Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.