Freedom Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Freedom Investment Management’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 Q1	$261K	Sell	3,508 -441	-11%	-$33.1K	0.08%	89
2025 Q4	$282K	Sell	3,949 -1,197	-23%	-$83.2K	0.08%	91
2025 Q3	$349K	Sell	5,146 -17,119	-77%	-$1.13M	0.09%	104
2025 Q2	$1.41M	Buy	22,265 +10,071	+83%	+$616K	0.11%	160
2025 Q1	$719K	Buy	12,194 +5,115	+72%	+$289K	0.06%	322
2024 Q4	$371K	Buy	7,079 +197	+3%	+$10.8K	0.03%	521
2024 Q3	$396K	Buy	+6,882	New	+$380K	0.03%	501
2024 Q2	–	Sell	-4,000	Closed	-$218K	–	806
2024 Q1	$218K	Sell	4,000 -157	-4%	-$8.2K	0.02%	716
2023 Q4	$217K	Buy	+4,157	New	+$206K	0.02%	687
2023 Q1	–	Sell	-4,658	Closed	-$214K	–	722
2022 Q4	$214K	Buy	+4,658	New	+$202K	0.02%	644

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Freedom Investment Management's EFV Position: Q1 2026 in Review

Freedom Investment Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q1 2026, selling an estimated $33.1K and leaving 3,508 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #89.

Freedom Investment Management first reported a position in EFV in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.41M in Q2 2025. 1,256 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Freedom Investment Management held 3,508 shares of iShares MSCI EAFE Value ETF worth $261K as of Q1 2026.
Freedom Investment Management sold 441 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $33.1K.
iShares MSCI EAFE Value ETF made up 0.08% of Freedom Investment Management's portfolio in Q1 2026, its #89 holding.
Freedom Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 10 quarters since.
Freedom Investment Management's iShares MSCI EAFE Value ETF position peaked at $1.41M in Q2 2025.
1,256 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.