HCA
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Harbour Capital Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Harbour Capital Advisors’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 		$604K Sell
7,709
-150
-2% -$11.6K 0.11% 164
2026
Q1 		$604K Hold
7,859
– – 0.12% 160
2025
Q4 		$567K Hold
7,859
– – 0.12% 170
2025
Q3 		$535K Hold
7,859
– – 0.11% 179
2025
Q2 		$502K Hold
7,859
– – 0.11% 181
2025
Q1 		$456K Sell
7,859
-20
-0.3% -$1.13K 0.11% 175
2024
Q4 		$414K Sell
7,879
-325
-4% -$17.8K 0.09% 197
2024
Q3 		$462K Hold
8,204
– – 0.11% 180
2024
Q2 		$437K Hold
8,204
– – 0.1% 188
2024
Q1 		$442K Hold
8,204
– – 0.11% 190
2023
Q4 		$423K Sell
8,204
-775
-9% -$38.4K 0.12% 172
2023
Q3 		$439K Sell
8,979
-575
-6% -$28.5K 0.13% 160
2023
Q2 		$469K Sell
9,554
-1,275
-12% -$62.8K 0.14% 138
2023
Q1 		$526K Sell
10,829
-46
-0.4% -$2.23K 0.16% 136
2022
Q4 		$503K Sell
10,875
-275
-2% -$11.9K 0.17% 128
2022
Q3 		$436K Sell
11,150
-625
-5% -$26.6K 0.15% 140
2022
Q2 		$511K Sell
11,775
-200
-2% -$9.52K 0.17% 128
2022
Q1 		$602K Hold
11,975
– – 0.16% 129
2021
Q4 		$603K Sell
11,975
-3,050
-20% -$156K 0.15% 132
2021
Q3 		$764K Sell
15,025
-283
-2% -$14.7K 0.2% 124
2021
Q2 		$792K Sell
15,308
-242
-2% -$12.8K 0.21% 119
2021
Q1 		$793K Hold
15,550
– – 0.23% 110
2020
Q4 		$1M Sell
15,550
-210
-1% -$9.26K 0.5% 52
2020
Q3 		$636K Sell
15,760
-1,000
-6% -$41.4K 0.23% 109
2020
Q2 		$670K Sell
16,760
-1,245
-7% -$47.5K 0.27% 100
2020
Q1 		$643K Sell
18,005
-3,211
-15% -$143K 0.33% 89
2019
Q4 		$1.06M Sell
21,216
-705
-3% -$34.6K 0.41% 79
2019
Q3 		$1.04M Sell
21,921
-50
-0.2% -$2.33K 0.44% 76
2019
Q2 		$1.06M Sell
21,971
-300
-1% -$14.6K 0.45% 77
2019
Q1 		$1.09M Sell
22,271
-1,572
-7% -$75.6K 0.48% 74
2018
Q4 		$1.08M Buy
+23,843
New +$1.15M 0.54% 66
2018
Q3 		– Sell
-26,088
Closed -$1.33M – 197
2018
Q2 		$1.33M Sell
26,088
-113
-0.4% -$6.17K 0.57% 60
2018
Q1 		$1.43M Sell
26,201
-809
-3% -$45.4K 0.61% 51
2017
Q4 		$1.49M Sell
27,010
-971
-3% -$53.3K 0.62% 43
2017
Q3 		$1.53M Sell
27,981
-225
-0.8% -$11.9K 0.67% 34
2017
Q2 		$1.46M Sell
28,206
-225
-0.8% -$11.6K 0.72% 33
2017
Q1 		$1.43M Buy
+28,431
New +$1.4M 0.65% 35
2016
Q3 		– Sell
-15,558
Closed -$668K – 255
2016
Q2 		$668K Buy
+15,558
New +$701K 0.38% 95

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

Harbour Capital Advisors's EFV Position: Q2 2026 in Review

Harbour Capital Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.9% in Q2 2026, selling an estimated $11.6K and leaving 7,709 shares worth $604K. The position accounts for 0.11% of the portfolio, ranked #164.

Harbour Capital Advisors first reported a position in EFV in Q2 2016 and has held it in 38 quarters since. The position peaked at $1.53M in Q3 2017. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Harbour Capital Advisors held 7,709 shares of iShares MSCI EAFE Value ETF worth $604K as of Q2 2026.
  • Harbour Capital Advisors sold 150 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $11.6K.
  • iShares MSCI EAFE Value ETF made up 0.11% of Harbour Capital Advisors's portfolio in Q2 2026, its #164 holding.
  • Harbour Capital Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2016 and has held it in 38 quarters since.
  • Harbour Capital Advisors's iShares MSCI EAFE Value ETF position peaked at $1.53M in Q3 2017.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.