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Independent Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Independent Financial Group’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 		$4.67M Sell
60,962
-48,524
-44% -$3.76M 0.09% 222
2026
Q1 		$8.14M Sell
109,486
-58,624
-35% -$4.41M 0.18% 115
2025
Q4 		$12M Sell
168,110
-9,141
-5% -$635K 0.27% 65
2025
Q3 		$12M Buy
177,251
+28,792
+19% +$1.9M 0.29% 60
2025
Q2 		$9.42M Buy
148,459
+78,751
+113% +$4.82M 0.26% 64
2025
Q1 		$4.11M Sell
69,708
-3,934
-5% -$223K 0.14% 146
2024
Q4 		$3.86M Buy
73,642
+1,348
+2% +$73.8K 0.13% 148
2024
Q3 		$4.16M Buy
72,294
+7,646
+12% +$422K 0.15% 122
2024
Q2 		$3.43M Buy
64,648
+4,057
+7% +$221K 0.14% 140
2024
Q1 		$3.3M Buy
60,591
+9,704
+19% +$507K 0.15% 132
2023
Q4 		$2.65M Buy
50,887
+22,512
+79% +$1.11M 0.14% 162
2023
Q3 		$1.39M Sell
28,375
-605
-2% -$30K 0.09% 245
2023
Q2 		$1.42M Buy
28,980
+7,240
+33% +$356K 0.1% 228
2023
Q1 		$1.06M Buy
21,740
+7,858
+57% +$380K 0.08% 266
2022
Q4 		$637K Buy
13,882
+815
+6% +$35.4K 0.05% 361
2022
Q3 		$503K Buy
13,067
+646
+5% +$27.5K 0.05% 395
2022
Q2 		$539K Buy
12,421
+30
+0.2% +$1.43K 0.06% 363
2022
Q1 		$623K Sell
12,391
-6,632
-35% -$337K 0.05% 361
2021
Q4 		$959K Buy
19,023
+13,384
+237% +$683K 0.08% 264
2021
Q3 		$287K Sell
5,639
-1,421
-20% -$73.6K 0.03% 541
2021
Q2 		$365K Buy
7,060
+268
+4% +$14.2K 0.04% 466
2021
Q1 		$346K Buy
+6,792
New +$338K 0.04% 426

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Independent Financial Group's EFV Position: Q2 2026 in Review

Independent Financial Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 44% in Q2 2026, selling an estimated $3.76M and leaving 60,962 shares worth $4.67M. The position accounts for 0.09% of the portfolio, ranked #222.

Independent Financial Group first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. The position peaked at $12M in Q3 2025. 1,205 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Independent Financial Group held 60,962 shares of iShares MSCI EAFE Value ETF worth $4.67M as of Q2 2026.
  • Independent Financial Group sold 48,524 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.76M.
  • iShares MSCI EAFE Value ETF made up 0.09% of Independent Financial Group's portfolio in Q2 2026, its #222 holding.
  • Independent Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Independent Financial Group's iShares MSCI EAFE Value ETF position peaked at $12M in Q3 2025.
  • 1,205 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.