HFS
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Hantz Financial Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hantz Financial 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
Q1 		$35K Sell
465
-34
-7% -$2.56K ﹤0.01% 1676
2025
Q4 		$36K Buy
499
+226
+83% +$15.7K ﹤0.01% 1562
2025
Q3 		$19K Buy
273
+75
+38% +$4.94K ﹤0.01% 1581
2025
Q2 		$13K Buy
+198
New +$12.1K ﹤0.01% 1424
2025
Q1 		– Sell
-188
Closed -$10K – 1770
2024
Q4 		$10K Buy
+188
New +$10.3K ﹤0.01% 812

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Hantz Financial Services's EFV Position: Q1 2026 in Review

Hantz Financial Services reduced its iShares MSCI EAFE Value ETF (EFV) stake by 6.8% in Q1 2026, selling an estimated $2.56K and leaving 465 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Hantz Financial Services first reported a position in EFV in Q4 2024 and has held it in 5 quarters since. The position peaked at $36K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Hantz Financial Services held 465 shares of iShares MSCI EAFE Value ETF worth $35K as of Q1 2026.
  • Hantz Financial Services sold 34 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $2.56K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1676 holding.
  • Hantz Financial Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Hantz Financial Services's iShares MSCI EAFE Value ETF position peaked at $36K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.