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

FSA 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 		$468K Buy
+6,115
New +$473K 0.21% 126
2025
Q4 		– Sell
-4,761
Closed -$323K – 224
2025
Q3 		$323K Sell
4,761
-57
-1% -$3.75K 0.26% 110
2025
Q2 		$306K Buy
4,818
+1,079
+29% +$66K 0.25% 117
2025
Q1 		$220K Buy
+3,739
New +$212K 0.17% 162
2024
Q4 		– Sell
-3,971
Closed -$211K – 150
2024
Q3 		$211K Buy
+3,971
New +$219K 0.21% 135

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

FSA Advisors's EFV Position: Q2 2026 in Review

FSA Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 6,115 shares worth $468K. The stake represents 0.21% of the portfolio and ranks #126 among its holdings. This is a return to the name: FSA Advisors previously reported a position in EFV as recently as Q3 2025.

FSA Advisors first reported a position in EFV in Q3 2024 and has held it in 5 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • FSA Advisors held 6,115 shares of iShares MSCI EAFE Value ETF worth $468K as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new FSA Advisors position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.21% of FSA Advisors's portfolio in Q2 2026, its #126 holding.
  • FSA Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.