Investor's Fiduciary Advisor Network’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Investor's Fiduciary Advisor 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 Q2	–	Sell	-9,568	Closed	-$711K	–	237
2026 Q1	$711K	Sell	9,568 -7,977	-45%	-$600K	0.22%	118
2025 Q4	$1.25M	Sell	17,545 -2,185	-11%	-$152K	0.27%	89
2025 Q3	$1.34M	Sell	19,730 -3,702	-16%	-$244K	0.45%	59
2025 Q2	$1.49M	Buy	23,432 +1,998	+9%	+$122K	0.55%	47
2025 Q1	$1.26M	Sell	21,434 -1,101	-5%	-$62.3K	0.6%	52
2024 Q4	$1.18M	Buy	+22,535	New	+$1.23M	0.45%	62

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

Investor's Fiduciary Advisor Network's EFV Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 9,568 shares — an estimated $711K sold.

Investor's Fiduciary Advisor Network first reported a position in EFV in Q4 2024 and held it in 6 quarters. The position peaked at $1.49M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 9,568 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $711K.
Investor's Fiduciary Advisor Network first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares MSCI EAFE Value ETF position peaked at $1.49M in Q2 2025.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.