HFS
EFV icon

Horizon Financial Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Horizon Financial Services’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 		$160K Buy
+2,092
New +$162K 0.06% 84
2022
Q1 		– Sell
-1,615
Closed -$81.4K – 74
2021
Q4 		$81.4K Buy
1,615
+90
+6% +$4.59K 0.05% 67
2021
Q3 		$78K Buy
1,525
+878
+136% +$45.5K 0.05% 78
2021
Q2 		$33K Buy
+647
New +$34.2K 0.02% 83

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
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
AL
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

Horizon Financial Services's EFV Position: Q2 2026 in Review

Horizon Financial Services opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 2,092 shares worth $160K. The stake represents 0.06% of the portfolio and ranks #84 among its holdings. This is a return to the name: Horizon Financial Services previously reported a position in EFV as recently as Q4 2021.

Horizon Financial Services first reported a position in EFV in Q2 2021 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Horizon Financial Services held 2,092 shares of iShares MSCI EAFE Value ETF worth $160K as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Horizon Financial Services position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.06% of Horizon Financial Services's portfolio in Q2 2026, its #84 holding.
  • Horizon Financial Services first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and has held it in 4 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.