Hardin Capital Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hardin Capital Partners’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	$1.02M	Buy	13,258 +523	+4%	+$40.5K	0.47%	40
2026 Q1	$947K	Sell	12,735 -177	-1%	-$13.3K	0.44%	42
2025 Q4	$922K	Buy	12,912 +5	+0%	+$347	0.44%	41
2025 Q3	$875K	Hold	12,907	–	–	0.47%	39
2025 Q2	$821K	Sell	12,907 -29	-0.2%	-$1.77K	0.48%	39
2025 Q1	$762K	Sell	12,936 -150	-1%	-$8.49K	0.47%	41
2024 Q4	$687K	Buy	13,086 +37	+0.3%	+$2.03K	0.41%	40
2024 Q3	$736K	Buy	13,049 +545	+4%	+$30.1K	0.42%	39
2024 Q2	$663K	Buy	+12,504	New	+$680K	0.43%	36

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Hardin Capital Partners's EFV Position: Q2 2026 in Review

Hardin Capital Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 4.1% in Q2 2026, buying an estimated $40.5K and bringing the position to 13,258 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #40.

Hardin Capital Partners first reported a position in EFV in Q2 2024 and has held it in 9 quarters since. 1,252 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Hardin Capital Partners held 13,258 shares of iShares MSCI EAFE Value ETF worth $1.02M as of Q2 2026.
Hardin Capital Partners bought 523 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $40.5K.
iShares MSCI EAFE Value ETF made up 0.47% of Hardin Capital Partners's portfolio in Q2 2026, its #40 holding.
Hardin Capital Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 9 quarters since.
1,252 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.