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

Index Fund 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	$379K	Buy	4,948 +31	+0.6%	+$2.4K	0.02%	98
2026 Q1	$366K	Hold	4,917	–	–	0.02%	94
2025 Q4	$351K	Sell	4,917 -236	-5%	-$16.4K	0.02%	108
2025 Q3	$350K	Hold	5,153	–	–	0.02%	106
2025 Q2	$327K	Buy	5,153 +25	+0.5%	+$1.53K	0.02%	112
2025 Q1	$302K	Hold	5,128	–	–	0.02%	70
2024 Q4	$269K	Buy	5,128 +19	+0.4%	+$1.04K	0.01%	89
2024 Q3	$294K	Sell	5,109 -725	-12%	-$40K	0.02%	81
2024 Q2	$309K	Sell	5,834 -169	-3%	-$9.19K	0.02%	73
2024 Q1	$327K	Hold	6,003	–	–	0.02%	73
2023 Q4	$313K	Buy	6,003 +22	+0.4%	+$1.09K	0.02%	69
2023 Q3	$293K	Hold	5,981	–	–	0.02%	72
2023 Q2	$293K	Buy	5,981 +30	+0.5%	+$1.48K	0.02%	72
2023 Q1	$289K	Sell	5,951 -296	-5%	-$14.3K	0.02%	77
2022 Q4	$287K	Buy	6,247 +309	+5%	+$13.4K	0.02%	66
2022 Q3	$229K	Hold	5,938	–	–	0.02%	78
2022 Q2	$258K	Sell	5,938 -14	-0.2%	-$667	0.02%	75
2022 Q1	$299K	Buy	5,952 +72	+1%	+$3.66K	0.02%	75
2021 Q4	$296K	Buy	+5,880	New	+$300K	0.02%	77

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Index Fund Advisors's EFV Position: Q2 2026 in Review

Index Fund Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.63% in Q2 2026, buying an estimated $2.4K and bringing the position to 4,948 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #98.

Index Fund Advisors first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Index Fund Advisors held 4,948 shares of iShares MSCI EAFE Value ETF worth $379K as of Q2 2026.
Index Fund Advisors bought 31 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.4K.
iShares MSCI EAFE Value ETF made up 0.02% of Index Fund Advisors's portfolio in Q2 2026, its #98 holding.
Index Fund Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.