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

Inspire 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 		$1.6M Sell
20,940
-536
-2% -$41.5K 0.11% 146
2026
Q1 		$1.6M Buy
21,476
+15,413
+254% +$1.16M 0.13% 124
2025
Q4 		$433K Buy
6,063
+1,190
+24% +$82.7K 0.04% 355
2025
Q3 		$331K Buy
4,873
+872
+22% +$57.4K 0.03% 368
2025
Q2 		$254K Buy
4,001
+35
+0.9% +$2.14K 0.03% 399
2025
Q1 		$234K Buy
+3,966
New +$224K 0.03% 374
2021
Q1 		– Sell
-171
Closed -$8K – 271
2020
Q4 		$8K Buy
+171
New +$7.54K ﹤0.01% 546

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

Inspire Advisors's EFV Position: Q2 2026 in Review

Inspire Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.5% in Q2 2026, selling an estimated $41.5K and leaving 20,940 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #146.

Inspire Advisors first reported a position in EFV in Q4 2020 and has held it in 7 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Inspire Advisors held 20,940 shares of iShares MSCI EAFE Value ETF worth $1.6M as of Q2 2026.
  • Inspire Advisors sold 536 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $41.5K.
  • iShares MSCI EAFE Value ETF made up 0.11% of Inspire Advisors's portfolio in Q2 2026, its #146 holding.
  • Inspire Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 7 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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