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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 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. 1,249 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.
1,249 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.