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

Focus Financial Network’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	$2.65M	Sell	34,627 -74,300	-68%	-$5.75M	0.08%	189
2026 Q1	$8.1M	Sell	108,927 -67,462	-38%	-$5.07M	0.29%	65
2025 Q4	$12.6M	Buy	176,389 +731	+0.4%	+$50.8K	0.44%	46
2025 Q3	$11.9M	Buy	175,658 +3,264	+2%	+$215K	0.42%	50
2025 Q2	$10.9M	Buy	172,394 +49,499	+40%	+$3.03M	0.43%	44
2025 Q1	$7.24M	Sell	122,895 -24,190	-16%	-$1.37M	0.3%	65
2024 Q4	$7.72M	Buy	147,085 +16,490	+13%	+$903K	0.31%	60
2024 Q3	$7.51M	Buy	130,595 +53,771	+70%	+$2.97M	0.31%	64
2024 Q2	$4.25M	Sell	76,824 -23,445	-23%	-$1.27M	0.18%	93
2024 Q1	$5.27M	Sell	100,269 -36,939	-27%	-$1.93M	0.26%	76
2023 Q4	$7.15M	Sell	137,208 -2,617	-2%	-$130K	0.27%	84
2023 Q3	$6.84M	Buy	139,825 +30,685	+28%	+$1.52M	0.39%	51
2023 Q2	$5.34M	Buy	109,140 +2,697	+3%	+$133K	0.3%	64
2023 Q1	$5.17M	Sell	106,443 -40,563	-28%	-$1.96M	0.32%	62
2022 Q4	$6.74M	Buy	147,006 +4,326	+3%	+$188K	0.55%	39
2022 Q3	$5.5M	Sell	142,680 -15,267	-10%	-$651K	0.47%	40
2022 Q2	$6.85M	Buy	157,947 +15,196	+11%	+$724K	0.57%	37
2022 Q1	$7.17M	Buy	142,751 +137,434	+2,585%	+$6.99M	0.5%	40
2021 Q4	$268K	Sell	5,317 -128,318	-96%	-$6.55M	0.04%	303
2021 Q3	$6.8M	Buy	133,635 +6,906	+5%	+$358K	0.91%	21
2021 Q2	$6.56M	Buy	126,729 +79,332	+167%	+$4.2M	0.87%	20
2021 Q1	$2.42M	Buy	+47,397	New	+$2.36M	0.28%	89

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

Focus Financial Network's EFV Position: Q2 2026 in Review

Focus Financial Network reduced its iShares MSCI EAFE Value ETF (EFV) stake by 68% in Q2 2026, selling an estimated $5.75M and leaving 34,627 shares worth $2.65M. The position accounts for 0.08% of the portfolio, ranked #189.

Focus Financial Network first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.6M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Focus Financial Network held 34,627 shares of iShares MSCI EAFE Value ETF worth $2.65M as of Q2 2026.
Focus Financial Network sold 74,300 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $5.75M.
iShares MSCI EAFE Value ETF made up 0.08% of Focus Financial Network's portfolio in Q2 2026, its #189 holding.
Focus Financial Network first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
Focus Financial Network's iShares MSCI EAFE Value ETF position peaked at $12.6M in Q4 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.