Hilltop Holdings’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hilltop Holdings’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	–	Sell	-5,369	Closed	-$383K	–	712
2025 Q4	$383K	Sell	5,369 -645	-11%	-$44.8K	0.02%	636
2025 Q3	$408K	Sell	6,014 -972	-14%	-$64K	0.02%	633
2025 Q2	$443K	Buy	+6,986	New	+$427K	0.03%	558
2022 Q2	–	Sell	-5,387	Closed	-$271K	–	541
2022 Q1	$271K	Buy	+5,387	New	+$274K	0.03%	463
2018 Q2	–	Sell	-103,263	Closed	-$5.63M	–	429
2018 Q1	$5.63M	Buy	+103,263	New	+$5.8M	0.98%	20
2017 Q4	–	Sell	-30,616	Closed	-$1.67M	–	339
2017 Q3	$1.67M	Buy	+30,616	New	+$1.63M	0.51%	62
2015 Q3	–	Sell	-26,434	Closed	-$1.38M	–	337
2015 Q2	$1.38M	Buy	+26,434	New	+$1.46M	0.38%	95

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Hilltop Holdings's EFV Position: Q1 2026 in Review

Hilltop Holdings sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 5,369 shares — an estimated $383K sold.

Hilltop Holdings first reported a position in EFV in Q2 2015 and held it in 7 quarters. The position peaked at $5.63M in Q1 2018. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Hilltop Holdings reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
Hilltop Holdings sold 5,369 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $383K.
Hilltop Holdings first reported a position in iShares MSCI EAFE Value ETF in Q2 2015 and held it in 7 quarters.
Hilltop Holdings's iShares MSCI EAFE Value ETF position peaked at $5.63M in Q1 2018.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.