Fort Washington Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Fort Washington Investment 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	$854K	Sell	11,158 -1,340	-11%	-$104K	﹤0.01%	315
2026 Q1	$929K	Buy	12,498 +376	+3%	+$28.3K	0.01%	306
2025 Q4	$866K	Buy	+12,122	New	+$842K	﹤0.01%	301
2022 Q1	–	Sell	-7,452	Closed	-$376K	–	516
2021 Q4	$376K	Hold	7,452	–	–	﹤0.01%	445
2021 Q3	$379K	Hold	7,452	–	–	﹤0.01%	430
2021 Q2	$386K	Hold	7,452	–	–	﹤0.01%	424
2021 Q1	$380K	Hold	7,452	–	–	﹤0.01%	419
2020 Q4	$352K	Hold	7,452	–	–	﹤0.01%	426
2020 Q3	$301K	Sell	7,452 -917	-11%	-$37.9K	﹤0.01%	435
2020 Q2	$335K	Buy	8,369 +281	+3%	+$10.7K	﹤0.01%	415
2020 Q1	$289K	Buy	+8,088	New	+$360K	﹤0.01%	371

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Fort Washington Investment Advisors's EFV Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q2 2026, selling an estimated $104K and leaving 11,158 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Fort Washington Investment Advisors first reported a position in EFV in Q1 2020 and has held it in 11 quarters since. The position peaked at $929K in Q1 2026. 488 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Fort Washington Investment Advisors held 11,158 shares of iShares MSCI EAFE Value ETF worth $854K as of Q2 2026.
Fort Washington Investment Advisors sold 1,340 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $104K.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #315 holding.
Fort Washington Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and has held it in 11 quarters since.
Fort Washington Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $929K in Q1 2026.
488 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.