First Foundation Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

First Foundation 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 Q2	$4.54M	Buy	59,286 +4,922	+9%	+$381K	0.16%	87
2026 Q1	$4.04M	Buy	54,364 +2,925	+6%	+$220K	0.16%	88
2025 Q4	$3.67M	Buy	51,439 +5,546	+12%	+$385K	0.14%	100
2025 Q3	$3.11M	Buy	45,893 +3,760	+9%	+$248K	0.12%	117
2025 Q2	$2.67M	Buy	42,133 +2,690	+7%	+$165K	0.1%	120
2025 Q1	$2.32M	Buy	39,443 +481	+1%	+$27.2K	0.09%	115
2024 Q4	$2.04M	Buy	38,962 +940	+2%	+$51.5K	0.08%	122
2024 Q3	$2.19M	Buy	38,022 +2,350	+7%	+$130K	0.08%	121
2024 Q2	$1.89M	Buy	35,672 +18,595	+109%	+$1.01M	0.07%	122
2024 Q1	$929K	Buy	17,077 +4,749	+39%	+$248K	0.04%	179
2023 Q4	$642K	Buy	12,328 +339	+3%	+$16.8K	0.03%	205
2023 Q3	$587K	Buy	11,989 +1,264	+12%	+$62.6K	0.03%	233
2023 Q2	$525K	Buy	+10,725	New	+$528K	0.02%	239

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

First Foundation Advisors's EFV Position: Q2 2026 in Review

First Foundation Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 9.1% in Q2 2026, buying an estimated $381K and bringing the position to 59,286 shares worth $4.54M. The position accounts for 0.16% of the portfolio, ranked #87.

First Foundation Advisors first reported a position in EFV in Q2 2023 and has held it in 13 quarters since. 1,248 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

First Foundation Advisors held 59,286 shares of iShares MSCI EAFE Value ETF worth $4.54M as of Q2 2026.
First Foundation Advisors bought 4,922 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $381K.
iShares MSCI EAFE Value ETF made up 0.16% of First Foundation Advisors's portfolio in Q2 2026, its #87 holding.
First Foundation Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 13 quarters since.
1,248 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.