Forvis Mazars Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Forvis Mazars Wealth 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	$682K	Buy	8,913 +868	+11%	+$67.2K	0.01%	264
2026 Q1	$598K	Buy	8,045 +982	+14%	+$73.8K	0.01%	261
2025 Q4	$504K	Buy	7,063 +843	+14%	+$58.6K	0.01%	282
2025 Q3	$422K	Buy	+6,220	New	+$410K	0.01%	312

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

Forvis Mazars Wealth Advisors's EFV Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q2 2026, buying an estimated $67.2K and bringing the position to 8,913 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #264.

Forvis Mazars Wealth Advisors first reported a position in EFV in Q3 2025 and has held it in 4 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Forvis Mazars Wealth Advisors held 8,913 shares of iShares MSCI EAFE Value ETF worth $682K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 868 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $67.2K.
iShares MSCI EAFE Value ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #264 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 4 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.