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

Hilltop National Bank’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	$450K	Hold	5,876	–	–	0.1%	157
2026 Q1	$437K	Hold	5,876	–	–	0.1%	157
2025 Q4	$420K	Hold	5,876	–	–	0.1%	154
2025 Q3	$399K	Buy	5,876 +26	+0.4%	+$1.71K	0.1%	157
2025 Q2	$371K	Buy	+5,850	New	+$358K	0.1%	159
2024 Q4	$307K	Hold	5,850	–	–	0.09%	165
2024 Q3	$337K	Hold	5,850	–	–	0.1%	160
2024 Q2	$310K	Hold	5,850	–	–	0.1%	163
2024 Q1	$318K	Buy	+5,850	New	+$305K	0.11%	169

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Hilltop National Bank's EFV Position: Q2 2026 in Review

Hilltop National Bank held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 5,876 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #157.

Hilltop National Bank first reported a position in EFV in Q1 2024 and has held it in 9 quarters since. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Hilltop National Bank held 5,876 shares of iShares MSCI EAFE Value ETF worth $450K as of Q2 2026.
Hilltop National Bank left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.1% of Hilltop National Bank's portfolio in Q2 2026, its #157 holding.
Hilltop National Bank first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 9 quarters since.
418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.