GFA
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Gallagher Fiduciary Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Gallagher Fiduciary 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 		$417K Sell
5,444
-5,595
-51% -$433K 0.01% 236
2026
Q1 		$821K Sell
11,039
-2,681
-20% -$201K 0.03% 100
2025
Q4 		$980K Sell
13,720
-1,104
-7% -$76.7K 0.03% 100
2025
Q3 		$1.01M Sell
14,824
-2,564
-15% -$169K 0.04% 83
2025
Q2 		$1.1M Buy
17,388
+6,055
+53% +$370K 0.04% 70
2025
Q1 		$668K Sell
11,333
-1,547
-12% -$87.5K 0.02% 127
2024
Q4 		$676K Buy
12,880
+4,456
+53% +$244K 0.13% 108
2024
Q3 		$485K Sell
8,424
-9,060
-52% -$500K 0.1% 119
2024
Q2 		$927K Buy
17,484
+1,268
+8% +$68.9K 0.21% 54
2024
Q1 		$882K Buy
16,216
+662
+4% +$34.6K 0.03% 62
2023
Q4 		$810K Buy
15,554
+1,999
+15% +$98.9K 0.03% 66
2023
Q3 		$663K Buy
13,555
+819
+6% +$40.6K 0.06% 73
2023
Q2 		$623K Buy
12,736
+520
+4% +$25.6K 0.05% 103
2023
Q1 		$593K Buy
+12,216
New +$591K 0.05% 109

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

Gallagher Fiduciary Advisors's EFV Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 51% in Q2 2026, selling an estimated $433K and leaving 5,444 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #236.

Gallagher Fiduciary Advisors first reported a position in EFV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.1M in Q2 2025. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Gallagher Fiduciary Advisors held 5,444 shares of iShares MSCI EAFE Value ETF worth $417K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 5,595 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $433K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #236 holding.
  • Gallagher Fiduciary Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's iShares MSCI EAFE Value ETF position peaked at $1.1M in Q2 2025.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.