FF
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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 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. 345 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.
  • 345 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.