Intelligence Driven Advisers’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Intelligence Driven Advisers’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	$414K	Hold	5,414	–	–	0.07%	89
2026 Q1	$403K	Hold	5,414	–	–	0.07%	73
2025 Q4	$387K	Hold	5,414	–	–	0.06%	84
2025 Q3	$367K	Hold	5,414	–	–	0.05%	83
2025 Q2	$344K	Hold	5,414	–	–	0.05%	79
2025 Q1	$319K	Hold	5,414	–	–	0.06%	71
2024 Q4	$284K	Hold	5,414	–	–	0.05%	77
2024 Q3	$311K	Hold	5,414	–	–	0.04%	82
2024 Q2	$287K	Hold	5,414	–	–	0.04%	85
2024 Q1	$295K	Sell	5,414 -195	-3%	-$10.2K	0.04%	77
2023 Q4	$289K	Sell	5,609 -1,375	-20%	-$68K	0.05%	68
2023 Q3	$330K	Buy	6,984 +119	+2%	+$5.89K	0.06%	61
2023 Q2	$328K	Buy	6,865 +30	+0.4%	+$1.48K	0.06%	66
2023 Q1	$333K	Sell	6,835 -4,940	-42%	-$239K	0.06%	64
2022 Q4	$559K	Sell	11,775 -525,132	-98%	-$22.8M	0.1%	52
2022 Q3	$21.3M	Buy	536,907 +22,061	+4%	+$940K	4.28%	6
2022 Q2	$21.7M	Buy	514,846 +31,287	+6%	+$1.49M	4.24%	4
2022 Q1	$24.1M	Buy	483,559 +11,114	+2%	+$565K	4.39%	7
2021 Q4	$24.2M	Sell	472,445 -133,394	-22%	-$6.81M	4.45%	9
2021 Q3	$31M	Buy	605,839 +139,279	+30%	+$7.22M	6.95%	3
2021 Q2	$24.1M	Buy	+466,560	New	+$24.7M	4.69%	9

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

Intelligence Driven Advisers's EFV Position: Q2 2026 in Review

Intelligence Driven Advisers held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 5,414 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #89.

Intelligence Driven Advisers first reported a position in EFV in Q2 2021 and has held it in 21 quarters since. The position peaked at $31M in Q3 2021. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Intelligence Driven Advisers held 5,414 shares of iShares MSCI EAFE Value ETF worth $414K as of Q2 2026.
Intelligence Driven Advisers left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.07% of Intelligence Driven Advisers's portfolio in Q2 2026, its #89 holding.
Intelligence Driven Advisers first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and has held it in 21 quarters since.
Intelligence Driven Advisers's iShares MSCI EAFE Value ETF position peaked at $31M in Q3 2021.
1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.