Independent Advisor Alliance’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Independent Advisor Alliance’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	$567K	Sell	7,402 -91,371	-93%	-$7.07M	0.01%	624
2026 Q1	$7.34M	Buy	98,773 +93,250	+1,688%	+$7.01M	0.08%	231
2025 Q4	$394K	Buy	+5,523	New	+$384K	0.01%	715
2025 Q1	–	Sell	-81,788	Closed	-$4.29M	–	938
2024 Q4	$4.29M	Buy	+81,788	New	+$4.48M	0.06%	303
2020 Q1	–	Sell	-5,967	Closed	-$298K	–	510
2019 Q4	$298K	Buy	+5,967	New	+$293K	0.01%	679

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Advisor Alliance's EFV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares MSCI EAFE Value ETF (EFV) stake by 93% in Q2 2026, selling an estimated $7.07M and leaving 7,402 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #624.

Independent Advisor Alliance first reported a position in EFV in Q4 2019 and has held it in 5 quarters since. The position peaked at $7.34M in Q1 2026. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Independent Advisor Alliance held 7,402 shares of iShares MSCI EAFE Value ETF worth $567K as of Q2 2026.
Independent Advisor Alliance sold 91,371 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $7.07M.
iShares MSCI EAFE Value ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #624 holding.
Independent Advisor Alliance first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and has held it in 5 quarters since.
Independent Advisor Alliance's iShares MSCI EAFE Value ETF position peaked at $7.34M in Q1 2026.
1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.