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Harbor Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Harbor Group’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 		$4.91M Buy
64,126
+1,113
+2% +$86.2K 0.58% 30
2026
Q1 		$4.69M Sell
63,013
-4,378
-6% -$329K 0.68% 28
2025
Q4 		$4.81M Sell
67,391
-917
-1% -$63.7K 0.72% 23
2025
Q3 		$4.63M Hold
68,308
– – 0.74% 22
2025
Q2 		$4.34M Buy
68,308
+662
+1% +$40.5K 0.77% 22
2025
Q1 		$3.99M Buy
67,646
+9,991
+17% +$565K 0.8% 22
2024
Q4 		$3.03M Buy
57,655
+254
+0.4% +$13.9K 0.68% 22
2024
Q3 		$3.3M Sell
57,401
-64
-0.1% -$3.53K 0.76% 22
2024
Q2 		$3.05M Sell
57,465
-552
-1% -$30K 0.78% 19
2024
Q1 		$3.16M Sell
58,017
-1,876
-3% -$97.9K 0.83% 19
2023
Q4 		$3.12M Buy
59,893
+49,701
+488% +$2.46M 0.89% 19
2023
Q3 		$499K Buy
10,192
+20
+0.2% +$991 0.28% 34
2023
Q2 		$498K Buy
10,172
+353
+4% +$17.4K 0.28% 35
2023
Q1 		$476K Buy
9,819
+263
+3% +$12.7K 0.28% 33
2022
Q4 		$438K Sell
9,556
-72
-0.7% -$3.13K 0.28% 31
2022
Q3 		$371K Buy
9,628
+4,075
+73% +$174K 0.27% 35
2022
Q2 		$241K Buy
+5,553
New +$264K 0.18% 44

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

Harbor Group's EFV Position: Q2 2026 in Review

Harbor Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.8% in Q2 2026, buying an estimated $86.2K and bringing the position to 64,126 shares worth $4.91M. The position accounts for 0.58% of the portfolio, ranked #30.

Harbor Group first reported a position in EFV in Q2 2022 and has held it in 17 quarters since. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Harbor Group held 64,126 shares of iShares MSCI EAFE Value ETF worth $4.91M as of Q2 2026.
  • Harbor Group bought 1,113 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $86.2K.
  • iShares MSCI EAFE Value ETF made up 0.58% of Harbor Group's portfolio in Q2 2026, its #30 holding.
  • Harbor Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.