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IFC & Insurance Marketing’s iShares MSCI EAFE Value ETF EFV Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-301
Closed -$21K – 230
2025
Q4 		$21K Buy
+301
New +$20.9K 0.02% 269

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Fidelity Investments
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFC & Insurance Marketing's EFV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 301 shares — an estimated $21K sold.

IFC & Insurance Marketing first reported a position in EFV in Q4 2025 and held it in 1 quarter. The position peaked at $21K in Q4 2025. 1,267 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 301 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $21K.
  • IFC & Insurance Marketing first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares MSCI EAFE Value ETF position peaked at $21K in Q4 2025.
  • 1,267 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.