HUB Investment Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

HUB Investment Partners’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	$478K	Buy	6,247 +1,019	+19%	+$78.9K	0.01%	733
2026 Q1	$389K	Sell	5,228 -96	-2%	-$7.21K	0.01%	680
2025 Q4	$380K	Buy	5,324 +702	+15%	+$48.8K	0.01%	580
2025 Q3	$314K	Buy	4,622 +129	+3%	+$8.5K	0.01%	530
2025 Q2	$285K	Sell	4,493 -1,068	-19%	-$65.3K	0.01%	529
2025 Q1	$328K	Buy	5,561 +989	+22%	+$55.9K	0.01%	424
2024 Q4	$240K	Buy	+4,572	New	+$250K	0.01%	452

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HUB Investment Partners's EFV Position: Q2 2026 in Review

HUB Investment Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 19% in Q2 2026, buying an estimated $78.9K and bringing the position to 6,247 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #733.

HUB Investment Partners first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

HUB Investment Partners held 6,247 shares of iShares MSCI EAFE Value ETF worth $478K as of Q2 2026.
HUB Investment Partners bought 1,019 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $78.9K.
iShares MSCI EAFE Value ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #733 holding.
HUB Investment Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.