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IFP Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

IFP Advisors’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 		$2.88M Sell
37,623
-32,458
-46% -$2.51M 0.05% 387
2026
Q1 		$5.21M Sell
70,081
-2,152
-3% -$162K 0.11% 215
2025
Q4 		$5.16M Sell
72,233
-6,453
-8% -$448K 0.12% 188
2025
Q3 		$5.34M Buy
78,686
+1,243
+2% +$81.9K 0.14% 166
2025
Q2 		$4.92M Buy
77,443
+32,550
+73% +$1.99M 0.14% 160
2025
Q1 		$2.65M Sell
44,893
-2,244
-5% -$127K 0.08% 291
2024
Q4 		$2.47M Buy
47,137
+7,303
+18% +$400K 0.08% 278
2024
Q3 		$2.29M Buy
39,834
+17,503
+78% +$967K 0.08% 270
2024
Q2 		$1.18M Sell
22,331
-18,885
-46% -$1.03M 0.05% 397
2024
Q1 		$2.24M Buy
41,216
+3,539
+9% +$185K 0.1% 227
2023
Q4 		$1.96M Sell
37,677
-4,396
-10% -$218K 0.09% 238
2023
Q3 		$2.06M Sell
42,073
-55,127
-57% -$2.73M 0.09% 225
2023
Q2 		$4.76M Buy
97,200
+627
+0.6% +$30.9K 0.2% 102
2023
Q1 		$5.21M Buy
96,573
+19,338
+25% +$936K 0.23% 86
2022
Q4 		$4.18M Sell
77,235
-19,187
-20% -$833K 0.11% 179
2022
Q3 		$5.28M Sell
96,422
-13,410
-12% -$572K 0.14% 155
2022
Q2 		$5.93M Hold
109,832
– – 0.19% 113
2022
Q1 		$5.93M Buy
109,832
+55,674
+103% +$2.83M 0.19% 113
2021
Q4 		$2.73M Sell
54,158
-404
-0.7% -$20.6K 0.05% 202
2021
Q3 		$2.77M Sell
54,562
-35,217
-39% -$1.82M 0.06% 200
2021
Q2 		$4.65M Buy
89,779
+57,585
+179% +$3.05M 0.1% 118
2021
Q1 		$1.64M Buy
32,194
+29,643
+1,162% +$1.47M 0.03% 264
2020
Q4 		$120K Buy
2,551
+44
+2% +$1.94K ﹤0.01% 1045
2020
Q3 		$100K Buy
2,507
+7
+0.3% +$290 0.01% 997
2020
Q2 		$99K Buy
2,500
+36
+1% +$1.37K 0.01% 929
2020
Q1 		$90K Sell
2,464
-27,945
-92% -$1.24M 0.01% 871
2019
Q4 		$1.53M Sell
30,409
-1,581
-5% -$77.5K 0.11% 206
2019
Q3 		$1.51M Buy
+31,990
New +$1.49M 0.1% 225
2019
Q1 		$123K Sell
2,499
-39,237
-94% -$1.89M 0.02% 619
2018
Q4 		$1.88M Sell
41,736
-2,959
-7% -$143K 0.11% 199
2018
Q3 		$2.32M Sell
44,695
-2,425
-5% -$125K 0.09% 230
2018
Q2 		$2.42M Buy
47,120
+5,284
+13% +$289K 0.1% 217
2018
Q1 		$2.31M Hold
41,836
– – 0.1% 219
2017
Q4 		$2.31M Buy
41,836
+6,304
+18% +$346K 0.1% 220
2017
Q3 		$1.94M Sell
35,532
-21
-0.1% -$1.11K 0.08% 271
2017
Q2 		$1.84M Sell
35,553
-42,031
-54% -$2.17M 0.08% 287
2017
Q1 		$3.9M Buy
77,584
+7,419
+11% +$365K 0.17% 132
2016
Q4 		$3.31M Buy
70,165
+63,159
+901% +$2.93M 0.16% 145
2016
Q3 		$323K Buy
7,006
+5,139
+275% +$231K 0.02% 780
2016
Q2 		$80K Sell
1,867
-632
-25% -$28.5K ﹤0.01% 1468
2016
Q1 		$123K Buy
2,499
+148
+6% +$6.4K 0.02% 619
2015
Q4 		$109K Buy
+2,351
New +$114K 0.01% 1128

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

IFP Advisors's EFV Position: Q2 2026 in Review

IFP Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 46% in Q2 2026, selling an estimated $2.51M and leaving 37,623 shares worth $2.88M. The position accounts for 0.05% of the portfolio, ranked #387.

IFP Advisors first reported a position in EFV in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.93M in Q2 2022. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • IFP Advisors held 37,623 shares of iShares MSCI EAFE Value ETF worth $2.88M as of Q2 2026.
  • IFP Advisors sold 32,458 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.51M.
  • iShares MSCI EAFE Value ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #387 holding.
  • IFP Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares MSCI EAFE Value ETF position peaked at $5.93M in Q2 2022.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.