HI
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Horizon Investments’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Horizon Investments’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 		$2.36M Buy
31,712
+15,149
+91% +$1.14M 0.03% 442
2025
Q4 		$1.18M Buy
16,563
+10,393
+168% +$722K 0.02% 594
2025
Q3 		$419K Buy
+6,170
New +$406K 0.01% 858

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
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

Horizon Investments's EFV Position: Q1 2026 in Review

Horizon Investments increased its iShares MSCI EAFE Value ETF (EFV) stake by 91% in Q1 2026, buying an estimated $1.14M and bringing the position to 31,712 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #442.

Horizon Investments first reported a position in EFV in Q3 2025 and has held it in 3 quarters since. 1,259 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Horizon Investments held 31,712 shares of iShares MSCI EAFE Value ETF worth $2.36M as of Q1 2026.
  • Horizon Investments bought 15,149 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $1.14M.
  • iShares MSCI EAFE Value ETF made up 0.03% of Horizon Investments's portfolio in Q1 2026, its #442 holding.
  • Horizon Investments first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,259 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.