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

Foundations 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 		$70.9M Sell
925,724
-1,033,928
-53% -$80.1M 0.73% 33
2026
Q1 		$146M Buy
1,959,652
+154,207
+9% +$11.6M 1.81% 7
2025
Q4 		$129M Sell
1,805,445
-270,309
-13% -$18.8M 1.69% 8
2025
Q3 		$141M Buy
2,075,754
+57,493
+3% +$3.79M 2.05% 7
2025
Q2 		$128M Buy
2,018,261
+818,964
+68% +$50.1M 2.02% 6
2025
Q1 		$70.7M Sell
1,199,297
-355,610
-23% -$20.1M 1.3% 16
2024
Q4 		$81.6M Buy
1,554,907
+166,229
+12% +$9.1M 1.57% 14
2024
Q3 		$79.9M Buy
1,388,678
+803,990
+138% +$44.4M 1.68% 13
2024
Q2 		$31M Sell
584,688
-274,165
-32% -$14.9M 0.75% 31
2024
Q1 		$46.7M Sell
858,853
-249,754
-23% -$13M 1.22% 18
2023
Q4 		$57.4M Buy
1,108,607
+58,436
+6% +$2.89M 1.54% 15
2023
Q3 		$51.4M Buy
1,050,171
+358,195
+52% +$17.7M 1.58% 13
2023
Q2 		$33.9M Sell
691,976
-47,086
-6% -$2.32M 1.12% 19
2023
Q1 		$35.9M Buy
739,062
+46,717
+7% +$2.26M 1.28% 15
2022
Q4 		$31.8M Buy
692,345
+57,028
+9% +$2.48M 1.26% 13
2022
Q3 		$24.5M Buy
635,317
+25,809
+4% +$1.1M 1.07% 15
2022
Q2 		$25.6M Buy
609,508
+80,233
+15% +$3.82M 1.07% 14
2022
Q1 		$26.4M Sell
529,275
-11,621
-2% -$591K 1.02% 12
2021
Q4 		$28.7M Buy
540,896
+29,257
+6% +$1.49M 1.08% 9
2021
Q3 		$26.2M Buy
511,639
+135,685
+36% +$7.03M 1.14% 8
2021
Q2 		$19.6M Buy
375,954
+142,591
+61% +$7.54M 0.94% 13
2021
Q1 		$12.1M Buy
+233,363
New +$11.6M 0.7% 20

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

Foundations Investment Advisors's EFV Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 53% in Q2 2026, selling an estimated $80.1M and leaving 925,724 shares worth $70.9M. The position accounts for 0.73% of the portfolio, ranked #33.

Foundations Investment Advisors first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. The position peaked at $146M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Foundations Investment Advisors held 925,724 shares of iShares MSCI EAFE Value ETF worth $70.9M as of Q2 2026.
  • Foundations Investment Advisors sold 1,033,928 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $80.1M.
  • iShares MSCI EAFE Value ETF made up 0.73% of Foundations Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Foundations Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Foundations Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $146M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.