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Focus Partners Advisor Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Focus Partners Advisor Solutions’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 		$47.2M Buy
615,971
+232,957
+61% +$18M 0.4% 41
2026
Q1 		$28.5M Sell
383,014
-24,548
-6% -$1.84M 0.29% 45
2025
Q4 		$29.1M Buy
407,562
+111,963
+38% +$7.78M 0.36% 40
2025
Q3 		$20.2M Sell
295,599
-80,608
-21% -$5.31M 0.23% 67
2025
Q2 		$23.9M Buy
376,207
+7,164
+2% +$438K 0.32% 46
2025
Q1 		$21.8M Sell
369,043
-4,510
-1% -$255K 0.33% 43
2024
Q4 		$19.6M Buy
373,553
+104,727
+39% +$5.74M 0.33% 42
2024
Q3 		$15.5M Sell
268,826
-10,516
-4% -$581K 0.33% 44
2024
Q2 		$14.8M Sell
279,342
-8,551
-3% -$465K 0.39% 39
2024
Q1 		$15.7M Buy
287,893
+162,772
+130% +$8.5M 0.45% 30
2023
Q4 		$6.52M Sell
125,121
-15,512
-11% -$768K 0.31% 41
2023
Q3 		$6.88M Sell
140,633
-1,366
-1% -$67.7K 0.33% 37
2023
Q2 		$6.95M Sell
141,999
-1,594
-1% -$78.5K 0.39% 33
2023
Q1 		$6.97M Buy
143,593
+3,317
+2% +$161K 0.45% 32
2022
Q4 		$6.44M Buy
140,276
+32,801
+31% +$1.42M 0.5% 32
2022
Q3 		$4.14M Buy
107,475
+8,668
+9% +$370K 0.24% 50
2022
Q2 		$4.29M Buy
98,807
+34,471
+54% +$1.64M 0.36% 42
2022
Q1 		$3.23M Buy
+64,336
New +$3.27M 0.32% 48

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Advisor Solutions's EFV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares MSCI EAFE Value ETF (EFV) stake by 61% in Q2 2026, buying an estimated $18M and bringing the position to 615,971 shares worth $47.2M. The position accounts for 0.4% of the portfolio, ranked #41.

Focus Partners Advisor Solutions first reported a position in EFV in Q1 2022 and has held it in 18 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Focus Partners Advisor Solutions held 615,971 shares of iShares MSCI EAFE Value ETF worth $47.2M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 232,957 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $18M.
  • iShares MSCI EAFE Value ETF made up 0.4% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #41 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.