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

GHP Investment 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 		$634K Sell
8,284
-79
-0.9% -$6.12K 0.02% 304
2026
Q1 		$622K Sell
8,363
-287
-3% -$21.6K 0.03% 301
2025
Q4 		$618K Sell
8,650
-125
-1% -$8.69K 0.03% 297
2025
Q3 		$595K Hold
8,775
– – 0.03% 294
2025
Q2 		$557K Sell
8,775
-204
-2% -$12.5K 0.02% 293
2025
Q1 		$529K Sell
8,979
-105
-1% -$5.94K 0.03% 299
2024
Q4 		$477K Sell
9,084
-1,672
-16% -$91.6K 0.02% 300
2024
Q3 		$619K Sell
10,756
-7,113
-40% -$393K 0.03% 289
2024
Q2 		$948K Sell
17,869
-568
-3% -$30.9K 0.05% 270
2024
Q1 		$1M Sell
18,437
-464
-2% -$24.2K 0.05% 268
2023
Q4 		$985K Sell
18,901
-2,790
-13% -$138K 0.05% 266
2023
Q3 		$1.05M Sell
21,691
-868
-4% -$43K 0.06% 252
2023
Q2 		$1.12M Sell
22,559
-15,878
-41% -$782K 0.07% 250
2023
Q1 		$1.87M Sell
38,437
-3,467
-8% -$168K 0.12% 222
2022
Q4 		$1.92M Sell
41,904
-13,330
-24% -$579K 0.13% 209
2022
Q3 		$2.13M Buy
55,234
+1,452
+3% +$61.9K 0.16% 194
2022
Q2 		$2.33M Buy
53,782
+16,588
+45% +$790K 0.17% 187
2022
Q1 		$1.87M Buy
37,194
+12,347
+50% +$628K 0.12% 213
2021
Q4 		$1.25M Buy
24,847
+13,520
+119% +$690K 0.09% 205
2021
Q3 		$576K Buy
11,327
+3,308
+41% +$171K 0.05% 230
2021
Q2 		$415K Sell
8,019
-690
-8% -$36.5K 0.03% 242
2021
Q1 		$444K Buy
8,709
+690
+9% +$34.3K 0.04% 234
2020
Q4 		$379K Sell
8,019
-2,949
-27% -$130K 0.04% 235
2020
Q3 		$443K Sell
10,968
-6,409
-37% -$265K 0.05% 224
2020
Q2 		$695K Sell
17,377
-8,953
-34% -$342K 0.09% 194
2020
Q1 		$940K Sell
26,330
-11,129
-30% -$495K 0.14% 175
2019
Q4 		$1.87M Sell
37,459
-185
-0.5% -$9.07K 0.2% 149
2019
Q3 		$1.78M Sell
37,644
-614
-2% -$28.6K 0.22% 137
2019
Q2 		$1.84M Sell
38,258
-100
-0.3% -$4.88K 0.22% 139
2019
Q1 		$1.88M Buy
38,358
+45
+0.1% +$2.17K 0.24% 135
2018
Q4 		$1.73M Sell
38,313
-52,840
-58% -$2.55M 0.26% 132
2018
Q3 		$4.73M Sell
91,153
-1,546
-2% -$79.7K 0.63% 43
2018
Q2 		$4.76M Sell
92,699
-1,101
-1% -$60.1K 0.67% 37
2018
Q1 		$5.12M Sell
93,800
-643
-0.7% -$36.1K 0.73% 27
2017
Q4 		$5.21M Buy
94,443
+218
+0.2% +$12K 0.74% 27
2017
Q3 		$5.14M Sell
94,225
-1,562
-2% -$82.9K 0.78% 24
2017
Q2 		$4.95M Sell
95,787
-38,782
-29% -$2.01M 0.79% 22
2017
Q1 		$6.77M Buy
134,569
+38,825
+41% +$1.91M 1.16% 13
2016
Q4 		$4.52M Buy
95,744
+21,157
+28% +$983K 0.84% 19
2016
Q3 		$3.44M Buy
74,587
+20,983
+39% +$944K 0.7% 29
2016
Q2 		$2.3M Buy
53,604
+23,734
+79% +$1.07M 0.5% 52
2016
Q1 		$1.34M Buy
29,870
+4,311
+17% +$186K 0.3% 96
2015
Q4 		$1.19M Buy
25,559
+6,585
+35% +$318K 0.29% 99
2015
Q3 		$878K Sell
18,974
-120
-0.6% -$6.06K 0.23% 129
2015
Q2 		$995K Buy
19,094
+462
+2% +$25.5K 0.25% 118
2015
Q1 		$993K Sell
18,632
-470
-2% -$24.7K 0.26% 108
2014
Q4 		$975K Sell
19,102
-446
-2% -$23.5K 0.27% 103
2014
Q3 		$1.07M Buy
19,548
+51
+0.3% +$2.91K 0.32% 84
2014
Q2 		$1.14M Buy
19,497
+440
+2% +$26K 0.34% 78
2014
Q1 		$1.1M Buy
19,057
+350
+2% +$19.8K 0.35% 70
2013
Q4 		$1.07M Buy
18,707
+2,054
+12% +$115K 0.35% 68
2013
Q3 		$906K Buy
16,653
+990
+6% +$51.5K 0.33% 76
2013
Q2 		$758K Buy
+15,663
New +$805K 0.3% 83

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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GHP Investment Advisors's EFV Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.94% in Q2 2026, selling an estimated $6.12K and leaving 8,284 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #304.

GHP Investment Advisors first reported a position in EFV in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.77M in Q1 2017. 552 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • GHP Investment Advisors held 8,284 shares of iShares MSCI EAFE Value ETF worth $634K as of Q2 2026.
  • GHP Investment Advisors sold 79 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $6.12K.
  • iShares MSCI EAFE Value ETF made up 0.02% of GHP Investment Advisors's portfolio in Q2 2026, its #304 holding.
  • GHP Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $6.77M in Q1 2017.
  • 552 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.