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Glassman Wealth Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Glassman Wealth Services’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 		$7.5K Buy
+98
New +$7.59K ﹤0.01% 201
2018
Q2 		– Sell
-55
Closed -$3K – 833
2018
Q1 		$3K Buy
+55
New +$3.09K ﹤0.01% 478
2016
Q4 		– Sell
-502
Closed -$23K – 637
2016
Q3 		$23K Buy
+502
New +$22.6K 0.02% 213

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

Glassman Wealth Services's EFV Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 98 shares worth $7.5K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in EFV as recently as Q1 2018.

Glassman Wealth Services first reported a position in EFV in Q3 2016 and has held it in 3 quarters since. The position peaked at $23K in Q3 2016. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Glassman Wealth Services held 98 shares of iShares MSCI EAFE Value ETF worth $7.5K as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Glassman Wealth Services position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #201 holding.
  • Glassman Wealth Services first reported a position in iShares MSCI EAFE Value ETF in Q3 2016 and has held it in 3 quarters since.
  • Glassman Wealth Services's iShares MSCI EAFE Value ETF position peaked at $23K in Q3 2016.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.