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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

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

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. 1,253 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.
  • 1,253 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.