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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
Q1 		– Sell
-10,963
Closed -$783K – 714
2025
Q4 		$783K Sell
10,963
-7,017
-39% -$488K 0.03% 391
2025
Q3 		$1.22M Sell
17,980
-9,890
-35% -$651K 0.05% 321
2025
Q2 		$1.77M Buy
27,870
+8,079
+41% +$494K 0.08% 255
2025
Q1 		$1.17M Buy
19,791
+11,046
+126% +$625K 0.06% 290
2024
Q4 		$459K Buy
8,745
+1,462
+20% +$80.1K 0.02% 477
2024
Q3 		$419K Buy
7,283
+1,204
+20% +$66.5K 0.02% 518
2024
Q2 		$322K Buy
6,079
+142
+2% +$7.72K 0.02% 551
2024
Q1 		$323K Sell
5,937
-296
-5% -$15.4K 0.02% 576
2023
Q4 		$325K Sell
6,233
-182
-3% -$9.01K 0.02% 536
2023
Q3 		$314K Buy
6,415
+33
+0.5% +$1.64K 0.02% 526
2023
Q2 		$312K Sell
6,382
-466
-7% -$22.9K 0.02% 528
2023
Q1 		$332K Sell
6,848
-158
-2% -$7.65K 0.02% 526
2022
Q4 		$321K Sell
7,006
-463
-6% -$20.1K 0.02% 501
2022
Q3 		$288K Buy
7,469
+336
+5% +$14.3K 0.02% 516
2022
Q2 		$310K Sell
7,133
-379
-5% -$18K 0.02% 518
2022
Q1 		$378K Sell
7,512
-62
-0.8% -$3.15K 0.02% 501
2021
Q4 		$382K Sell
7,574
-24,427
-76% -$1.25M 0.02% 472
2021
Q3 		$1.63M Buy
32,001
+3,428
+12% +$178K 0.11% 188
2021
Q2 		$1.48M Buy
+28,573
New +$1.51M 0.11% 183

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
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

Integrated Advisors Network's EFV Position: Q1 2026 in Review

Integrated Advisors Network sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 10,963 shares — an estimated $783K sold.

Integrated Advisors Network first reported a position in EFV in Q2 2021 and held it in 19 quarters. The position peaked at $1.77M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Integrated Advisors Network reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 10,963 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $783K.
  • Integrated Advisors Network first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and held it in 19 quarters.
  • Integrated Advisors Network's iShares MSCI EAFE Value ETF position peaked at $1.77M in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.