IA
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IFG Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History

IFG Advisory’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
-56,236
Closed -$4.02M – 470
2025
Q4 		$4.02M Buy
56,236
+1,672
+3% +$116K 0.18% 151
2025
Q3 		$3.7M Sell
54,564
-11,716
-18% -$772K 0.17% 152
2025
Q2 		$4.21M Buy
66,280
+15,482
+30% +$947K 0.21% 126
2025
Q1 		$2.99M Sell
50,798
-10,199
-17% -$577K 0.17% 155
2024
Q4 		$3.2M Buy
60,997
+9,256
+18% +$507K 0.18% 142
2024
Q3 		$2.98M Buy
51,741
+16,400
+46% +$906K 0.19% 149
2024
Q2 		$1.87M Sell
35,341
-9,835
-22% -$535K 0.12% 201
2024
Q1 		$2.46M Sell
45,176
-6,363
-12% -$332K 0.18% 153
2023
Q4 		$2.69M Sell
51,539
-2,699
-5% -$134K 0.2% 138
2023
Q3 		$2.65M Buy
54,238
+2,216
+4% +$110K 0.22% 118
2023
Q2 		$2.55M Buy
52,022
+1,408
+3% +$69.3K 0.23% 131
2023
Q1 		$2.46M Sell
50,614
-1,538
-3% -$74.4K 0.23% 105
2022
Q4 		$2.39M Buy
52,152
+3,463
+7% +$150K 0.24% 101
2022
Q3 		$1.88M Buy
48,689
+4,642
+11% +$198K 0.17% 127
2022
Q2 		$1.91M Buy
44,047
+2,454
+6% +$117K 0.2% 105
2022
Q1 		$2.09M Buy
41,593
+1,281
+3% +$65.1K 0.21% 119
2021
Q4 		$2.03M Buy
40,312
+7,239
+22% +$370K 0.2% 123
2021
Q3 		$1.68M Buy
33,073
+1,359
+4% +$70.4K 0.18% 149
2021
Q2 		$1.64M Buy
31,714
+18,651
+143% +$986K 0.18% 146
2021
Q1 		$665K Buy
13,063
+1,799
+16% +$89.5K 0.08% 253
2020
Q4 		$531K Buy
11,264
+2,106
+23% +$92.8K 0.07% 254
2020
Q3 		$369K Hold
9,158
– – 0.06% 285
2020
Q2 		$366K Sell
9,158
-987
-10% -$37.6K 0.07% 265
2020
Q1 		$362K Sell
10,145
-725
-7% -$32.2K 0.08% 231
2019
Q4 		$542K Sell
10,870
-950
-8% -$46.6K 0.1% 223
2019
Q3 		$559K Buy
+11,820
New +$551K 0.11% 213

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFG Advisory's EFV Position: Q1 2026 in Review

IFG Advisory sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 56,236 shares — an estimated $4.02M sold.

IFG Advisory first reported a position in EFV in Q3 2019 and held it in 26 quarters. The position peaked at $4.21M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • IFG Advisory reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 56,236 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $4.02M.
  • IFG Advisory first reported a position in iShares MSCI EAFE Value ETF in Q3 2019 and held it in 26 quarters.
  • IFG Advisory's iShares MSCI EAFE Value ETF position peaked at $4.21M in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.