Glenview Trust’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Glenview Trust’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 Q1	$553K	Buy	7,440 +3,021	+68%	+$227K	0.01%	352
2025 Q4	$316K	Buy	+4,419	New	+$307K	﹤0.01%	425
2024 Q4	–	Sell	-4,408	Closed	-$254K	–	488
2024 Q3	$254K	Buy	+4,408	New	+$243K	﹤0.01%	430
2024 Q2	–	Sell	-5,664	Closed	-$308K	–	471
2024 Q1	$308K	Sell	5,664 -736	-12%	-$38.4K	0.01%	394
2023 Q4	$333K	Hold	6,400	–	–	0.01%	389
2023 Q3	$313K	Sell	6,400 -2,484	-28%	-$123K	0.01%	372
2023 Q2	$435K	Buy	8,884 +4,002	+82%	+$197K	0.01%	338
2023 Q1	$237K	Buy	+4,882	New	+$236K	0.01%	410
2014 Q4	$257K	Buy	+5,030	New	+$265K	0.03%	203

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Glenview Trust's EFV Position: Q1 2026 in Review

Glenview Trust increased its iShares MSCI EAFE Value ETF (EFV) stake by 68% in Q1 2026, buying an estimated $227K and bringing the position to 7,440 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #352.

Glenview Trust first reported a position in EFV in Q4 2014 and has held it in 9 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Glenview Trust held 7,440 shares of iShares MSCI EAFE Value ETF worth $553K as of Q1 2026.
Glenview Trust bought 3,021 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $227K.
iShares MSCI EAFE Value ETF made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #352 holding.
Glenview Trust first reported a position in iShares MSCI EAFE Value ETF in Q4 2014 and has held it in 9 quarters since.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.