Integrated Advisors Network
EFV icon

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

Integrated Advisors Network’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
Q3 		$504K Buy
+12,748
New +$514K 0.02% 463
2026
Q1 		– Sell
-21,926
Closed -$783K – 714
2025
Q4 		$783K Sell
21,926
-14,034
-39% -$488K 0.03% 391
2025
Q3 		$1.22M Sell
35,960
-19,780
-35% -$651K 0.05% 321
2025
Q2 		$1.77M Buy
55,740
+16,158
+41% +$494K 0.08% 255
2025
Q1 		$1.17M Buy
39,582
+22,092
+126% +$625K 0.06% 290
2024
Q4 		$459K Buy
17,490
+2,924
+20% +$80.1K 0.02% 477
2024
Q3 		$419K Buy
14,566
+2,408
+20% +$66.5K 0.02% 518
2024
Q2 		$322K Buy
12,158
+284
+2% +$7.72K 0.02% 551
2024
Q1 		$323K Sell
11,874
-592
-5% -$15.5K 0.02% 576
2023
Q4 		$325K Sell
12,466
-364
-3% -$9.01K 0.02% 536
2023
Q3 		$314K Buy
12,830
+66
+0.5% +$1.64K 0.02% 526
2023
Q2 		$312K Sell
12,764
-932
-7% -$22.9K 0.02% 528
2023
Q1 		$332K Sell
13,696
-316
-2% -$7.65K 0.02% 526
2022
Q4 		$321K Sell
14,012
-926
-6% -$20.1K 0.02% 501
2022
Q3 		$288K Buy
14,938
+672
+5% +$14.3K 0.02% 516
2022
Q2 		$310K Sell
14,266
-758
-5% -$18K 0.02% 518
2022
Q1 		$378K Sell
15,024
-124
-0.8% -$3.15K 0.02% 501
2021
Q4 		$382K Sell
15,148
-48,854
-76% -$1.25M 0.02% 472
2021
Q3 		$1.63M Buy
64,002
+6,856
+12% +$178K 0.11% 188
2021
Q2 		$1.48M Buy
+57,146
New +$1.51M 0.11% 183

Other funds holding EFV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Integrated Advisors Network's EFV Position: Q3 2026 in Review

Integrated Advisors Network opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 12,748 shares worth $504K. The stake represents 0.02% of the portfolio and ranks #463 among its holdings. This is a return to the name: Integrated Advisors Network previously reported a position in EFV as recently as Q4 2025.

Integrated Advisors Network first reported a position in EFV in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q2 2025. 903 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Integrated Advisors Network held 12,748 shares of iShares MSCI EAFE Value ETF worth $504K as of Q3 2026.
  • iShares MSCI EAFE Value ETF was a new Integrated Advisors Network position in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #463 holding.
  • Integrated Advisors Network first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Integrated Advisors Network's iShares MSCI EAFE Value ETF position peaked at $1.77M in Q2 2025.
  • 903 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.