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Fulton Bank’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Fulton Bank’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 		$205K Sell
2,677
-346
-11% -$26.8K 0.01% 681
2026
Q1 		$225K Hold
3,023
– – 0.01% 622
2025
Q4 		$216K Buy
+3,023
New +$210K 0.01% 639
2022
Q3 		– Sell
-8,210
Closed -$356K – 488
2022
Q2 		$356K Buy
+8,210
New +$391K 0.02% 353

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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Fulton Bank's EFV Position: Q2 2026 in Review

Fulton Bank reduced its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q2 2026, selling an estimated $26.8K and leaving 2,677 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #681.

Fulton Bank first reported a position in EFV in Q2 2022 and has held it in 4 quarters since. The position peaked at $356K in Q2 2022. 278 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Fulton Bank held 2,677 shares of iShares MSCI EAFE Value ETF worth $205K as of Q2 2026.
  • Fulton Bank sold 346 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $26.8K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Fulton Bank's portfolio in Q2 2026, its #681 holding.
  • Fulton Bank first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and has held it in 4 quarters since.
  • Fulton Bank's iShares MSCI EAFE Value ETF position peaked at $356K in Q2 2022.
  • 278 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.