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 Q2	$31K	Sell	402 -63	-14%	-$4.88K	﹤0.01%	1815
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 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

Hantz Financial Services's EFV Position: Q2 2026 in Review

Hantz Financial Services reduced its iShares MSCI EAFE Value ETF (EFV) stake by 14% in Q2 2026, selling an estimated $4.88K and leaving 402 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Hantz Financial Services first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. The position peaked at $36K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Hantz Financial Services held 402 shares of iShares MSCI EAFE Value ETF worth $31K as of Q2 2026.
Hantz Financial Services sold 63 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $4.88K.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1815 holding.
Hantz Financial Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
Hantz Financial Services's iShares MSCI EAFE Value ETF position peaked at $36K in Q4 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.