Howe & Rusling
EFV icon

Howe & Rusling’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Howe & Rusling’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 		$43.2K Buy
1,130
+310
+38% +$12K ﹤0.01% 388
2026
Q1 		$30.5K Sell
820
-680
-45% -$25.6K ﹤0.01% 383
2025
Q4 		$53.6K Sell
1,500
-364
-20% -$12.6K ﹤0.01% 365
2025
Q3 		$63.2K Hold
1,864
– – ﹤0.01% 341
2025
Q2 		$59.2K Sell
1,864
-6,482
-78% -$198K ﹤0.01% 341
2025
Q1 		$246K Sell
8,346
-60
-0.7% -$1.7K 0.02% 239
2024
Q4 		$221K Buy
8,406
+8,324
+10,151% +$228K 0.02% 245
2024
Q3 		$2.36K Buy
+82
New +$2.26K ﹤0.01% 384
2024
Q2 		– Sell
-318
Closed -$8.65K – 374
2024
Q1 		$8.65K Buy
+318
New +$8.3K ﹤0.01% 347
2023
Q4 		– Sell
-382
Closed -$9.35K – 377
2023
Q3 		$9.35K Hold
382
– – ﹤0.01% 298
2023
Q2 		$9.35K Hold
382
– – ﹤0.01% 301
2023
Q1 		$9.27K Sell
382
-1,026
-73% -$24.8K ﹤0.01% 285
2022
Q4 		$32.3K Buy
+1,408
New +$30.6K ﹤0.01% 254
2021
Q4 		– Sell
-594
Closed -$15K – 1013
2021
Q3 		$15K Buy
+594
New +$15.4K ﹤0.01% 449
2016
Q2 		– Sell
-180
Closed -$4K – 984
2016
Q1 		$4K Buy
+180
New +$3.89K ﹤0.01% 703

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
Dynasty Wealth Management
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

Howe & Rusling's EFV Position: Q2 2026 in Review

Howe & Rusling increased its iShares MSCI EAFE Value ETF (EFV) stake by 38% in Q2 2026, buying an estimated $12K and bringing the position to 1,130 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Howe & Rusling first reported a position in EFV in Q1 2016 and has held it in 15 quarters since. The position peaked at $246K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Howe & Rusling held 1,130 shares of iShares MSCI EAFE Value ETF worth $43.2K as of Q2 2026.
  • Howe & Rusling bought 310 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $12K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #388 holding.
  • Howe & Rusling first reported a position in iShares MSCI EAFE Value ETF in Q1 2016 and has held it in 15 quarters since.
  • Howe & Rusling's iShares MSCI EAFE Value ETF position peaked at $246K in Q1 2025.
  • 1,256 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.