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

Flagstar 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	$362K	Sell	4,728 -852	-15%	-$66K	0.11%	147
2026 Q1	$415K	Sell	5,580 -138	-2%	-$10.4K	0.15%	124
2025 Q4	$408K	Sell	5,718 -516	-8%	-$35.9K	0.14%	128
2025 Q3	$423K	Sell	6,234 -3,160	-34%	-$208K	0.13%	130
2025 Q2	$596K	Buy	9,394 +1,669	+22%	+$102K	0.17%	113
2025 Q1	$455K	Sell	7,725 -755	-9%	-$42.7K	0.12%	143
2024 Q4	$445K	Buy	8,480 +244	+3%	+$13.4K	0.11%	142
2024 Q3	$474K	Buy	8,236 +2,721	+49%	+$150K	0.12%	136
2024 Q2	$293K	Sell	5,515 -45	-0.8%	-$2.45K	0.08%	163
2024 Q1	$302K	Sell	5,560 -607	-10%	-$31.7K	0.08%	158
2023 Q4	$321K	Buy	6,167 +1,262	+26%	+$62.5K	0.1%	143
2023 Q3	$240K	Buy	+4,905	New	+$243K	0.09%	146
2023 Q2	–	Sell	-4,559	Closed	-$221K	–	157
2023 Q1	$221K	Buy	+4,559	New	+$221K	0.08%	151
2022 Q4	–	Sell	-3,482	Closed	-$134K	–	178
2022 Q3	$134K	Buy	+3,482	New	+$148K	0.05%	164
2021 Q4	–	Sell	-2,984	Closed	-$152K	–	147
2021 Q3	$152K	Buy	+2,984	New	+$155K	0.05%	129

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Flagstar Advisors's EFV Position: Q2 2026 in Review

Flagstar Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 15% in Q2 2026, selling an estimated $66K and leaving 4,728 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #147.

Flagstar Advisors first reported a position in EFV in Q3 2021 and has held it in 15 quarters since. The position peaked at $596K in Q2 2025. 549 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Flagstar Advisors held 4,728 shares of iShares MSCI EAFE Value ETF worth $362K as of Q2 2026.
Flagstar Advisors sold 852 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $66K.
iShares MSCI EAFE Value ETF made up 0.11% of Flagstar Advisors's portfolio in Q2 2026, its #147 holding.
Flagstar Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 15 quarters since.
Flagstar Advisors's iShares MSCI EAFE Value ETF position peaked at $596K in Q2 2025.
549 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.