Highland Investment Advisors LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Highland Investment Advisors LLC’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	$262K	Buy	+3,422	New	+$265K	0.11%	69

Other funds holding EFV

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Highland Investment Advisors LLC's EFV Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 3,422 shares worth $262K. The stake represents 0.11% of the portfolio and ranks #69 among its holdings.

1,071 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Highland Investment Advisors LLC held 3,422 shares of iShares MSCI EAFE Value ETF worth $262K as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.11% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #69 holding.
1,071 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.