FFA
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Founders Financial Alliance’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Founders Financial Alliance’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 		$6.65M Buy
86,813
+85,201
+5,285% +$6.6M 0.88% 26
2026
Q1 		$120K Buy
1,612
+159
+11% +$11.9K 0.02% 440
2025
Q4 		$104K Sell
1,453
-135
-9% -$9.38K 0.02% 391
2025
Q3 		$108K Buy
1,588
+294
+23% +$19.4K 0.02% 430
2025
Q2 		$82.1K Sell
1,294
-577
-31% -$35.3K 0.02% 361
2025
Q1 		$110K Sell
1,871
-54
-3% -$3.06K 0.03% 376
2024
Q4 		$101K Buy
1,925
+5
+0.3% +$274 0.03% 323
2024
Q3 		$110K Sell
1,920
-835
-30% -$46.1K 0.03% 321
2024
Q2 		$146K Buy
2,755
+21
+0.8% +$1.14K 0.04% 294
2024
Q1 		$149K Sell
2,734
-30
-1% -$1.57K 0.04% 294
2023
Q4 		$144K Buy
2,764
+13
+0.5% +$643 0.06% 267
2023
Q3 		$135K Sell
2,751
-2,144
-44% -$106K 0.06% 247
2023
Q2 		$240K Buy
4,895
+2,123
+77% +$105K 0.09% 225
2023
Q1 		$135K Sell
2,772
-64
-2% -$3.1K 0.07% 230
2022
Q4 		$130K Sell
2,836
-135
-5% -$5.86K 0.06% 251
2022
Q3 		$114K Sell
2,971
-173
-6% -$7.38K 0.06% 247
2022
Q2 		$136K Sell
3,144
-32
-1% -$1.52K 0.07% 237
2022
Q1 		$160K Buy
3,176
+65
+2% +$3.31K 0.07% 228
2021
Q4 		$157K Buy
3,111
+667
+27% +$34.1K 0.06% 264
2021
Q3 		$124K Buy
2,444
+892
+57% +$46.2K 0.06% 261
2021
Q2 		$80K Buy
1,552
+275
+22% +$14.5K 0.04% 312
2021
Q1 		$67K Buy
+1,277
New +$63.5K 0.03% 307

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

Founders Financial Alliance's EFV Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares MSCI EAFE Value ETF (EFV) stake by 5,285% in Q2 2026, buying an estimated $6.6M and bringing the position to 86,813 shares worth $6.65M. The position accounts for 0.88% of the portfolio, ranked #26.

Founders Financial Alliance first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Founders Financial Alliance held 86,813 shares of iShares MSCI EAFE Value ETF worth $6.65M as of Q2 2026.
  • Founders Financial Alliance bought 85,201 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $6.6M.
  • iShares MSCI EAFE Value ETF made up 0.88% of Founders Financial Alliance's portfolio in Q2 2026, its #26 holding.
  • Founders Financial Alliance first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.