First National Bank of Omaha’s iShares MSCI EAFE Value ETF EFV Stock Holding History

First National Bank of Omaha’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	$1.23M	Sell	16,958 -825	-5%	-$62K	0.04%	333
2025 Q4	$1.27M	Buy	+17,783	New	+$1.24M	0.04%	326

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

First National Bank of Omaha's EFV Position: Q1 2026 in Review

First National Bank of Omaha reduced its iShares MSCI EAFE Value ETF (EFV) stake by 4.6% in Q1 2026, selling an estimated $62K and leaving 16,958 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #333.

First National Bank of Omaha first reported a position in EFV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.27M in Q4 2025. 1,257 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

First National Bank of Omaha held 16,958 shares of iShares MSCI EAFE Value ETF worth $1.23M as of Q1 2026.
First National Bank of Omaha sold 825 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $62K.
iShares MSCI EAFE Value ETF made up 0.04% of First National Bank of Omaha's portfolio in Q1 2026, its #333 holding.
First National Bank of Omaha first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 2 quarters since.
First National Bank of Omaha's iShares MSCI EAFE Value ETF position peaked at $1.27M in Q4 2025.
1,257 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.