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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Independent Advisor Alliance's EFV Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares MSCI EAFE Value ETF (EFV) stake by 1,688% in Q1 2026, buying an estimated $7.01M and bringing the position to 98,773 shares worth $7.34M. The position accounts for 0.08% of the portfolio, ranked #231.

Independent Advisor Alliance first reported a position in EFV in Q4 2019 and has held it in 4 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Independent Advisor Alliance held 98,773 shares of iShares MSCI EAFE Value ETF worth $7.34M as of Q1 2026.
Independent Advisor Alliance bought 93,250 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $7.01M.
iShares MSCI EAFE Value ETF made up 0.08% of Independent Advisor Alliance's portfolio in Q1 2026, its #231 holding.
Independent Advisor Alliance first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and has held it in 4 quarters since.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.