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EFV icon

Friday Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Friday Financial’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 		$598K Hold
7,651
– – 0.16% 67
2026
Q1 		$569K Hold
7,651
– – 0.2% 58
2025
Q4 		$546K Buy
7,651
+4,647
+155% +$323K 0.19% 57
2025
Q3 		$204K Buy
+3,004
New +$198K 0.09% 89

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

Friday Financial's EFV Position: Q2 2026 in Review

Friday Financial held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 7,651 shares worth $598K. The position accounts for 0.16% of the portfolio, ranked #67.

Friday Financial first reported a position in EFV in Q3 2025 and has held it in 4 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Friday Financial held 7,651 shares of iShares MSCI EAFE Value ETF worth $598K as of Q2 2026.
  • Friday Financial left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.16% of Friday Financial's portfolio in Q2 2026, its #67 holding.
  • Friday Financial first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.