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EFV icon

Hurley Capital’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hurley Capital’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 		$49.9K Buy
652
+9
+1% +$697 0.03% 190
2026
Q1 		$47.8K Sell
643
-181
-22% -$13.6K 0.03% 179
2025
Q4 		$58.8K Buy
824
+525
+176% +$36.5K 0.03% 160
2025
Q3 		$20.3K Hold
299
– – 0.01% 283
2025
Q2 		$19K Hold
299
– – 0.01% 243
2025
Q1 		$17.6K Hold
299
– – 0.01% 267
2024
Q4 		$15.7K Buy
+299
New +$16.4K 0.01% 242

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Hurley Capital's EFV Position: Q2 2026 in Review

Hurley Capital increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.4% in Q2 2026, buying an estimated $697 and bringing the position to 652 shares worth $49.9K. The position accounts for 0.03% of the portfolio, ranked #190.

Hurley Capital first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.8K in Q4 2025. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Hurley Capital held 652 shares of iShares MSCI EAFE Value ETF worth $49.9K as of Q2 2026.
  • Hurley Capital bought 9 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $697.
  • iShares MSCI EAFE Value ETF made up 0.03% of Hurley Capital's portfolio in Q2 2026, its #190 holding.
  • Hurley Capital first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Hurley Capital's iShares MSCI EAFE Value ETF position peaked at $58.8K in Q4 2025.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.