Hackensack Meridian Health’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hackensack Meridian Health’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	$161M	Buy	2,101,000 +1,248,000	+146%	+$96.6M	10.86%	5
2026 Q1	$63.4M	Sell	853,000 -42,000	-5%	-$3.16M	5.98%	6
2025 Q4	$63.9M	Buy	+895,000	New	+$62.2M	5.83%	6

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

Hackensack Meridian Health's EFV Position: Q2 2026 in Review

Hackensack Meridian Health increased its iShares MSCI EAFE Value ETF (EFV) stake by 146% in Q2 2026, buying an estimated $96.6M and bringing the position to 2,101,000 shares worth $161M. The position accounts for 10.86% of the portfolio, ranked #5.

Hackensack Meridian Health first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Hackensack Meridian Health held 2,101,000 shares of iShares MSCI EAFE Value ETF worth $161M as of Q2 2026.
Hackensack Meridian Health bought 1,248,000 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $96.6M.
iShares MSCI EAFE Value ETF made up 10.86% of Hackensack Meridian Health's portfolio in Q2 2026, its #5 holding.
Hackensack Meridian Health first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Hackensack Meridian Health's 13F filing for Q2 2026, filed 5 Aug 2026.