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Ironwood Investment Counsel’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ironwood Investment Counsel’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 		$3.37M Buy
41,517
+809
+2% +$62.6K 0.44% 67
2026
Q1 		$3.18M Buy
40,708
+254
+0.6% +$19.1K 0.46% 63
2025
Q4 		$3.04M Sell
40,454
-371
-0.9% -$25.8K 0.42% 65
2025
Q3 		$2.95M Sell
40,825
-1,677
-4% -$110K 0.43% 61
2025
Q2 		$2.86M Buy
42,502
+7,514
+21% +$460K 0.44% 59
2025
Q1 		$2.06M Sell
34,988
-1,977
-5% -$112K 0.36% 73
2024
Q4 		$1.94M Sell
36,965
-2,000
-5% -$110K 0.33% 70
2024
Q3 		$2.24M Sell
38,965
-166
-0.4% -$9.17K 0.37% 69
2024
Q2 		$2.08M Sell
39,131
-1,995
-5% -$108K 0.37% 68
2024
Q1 		$2.24M Sell
41,126
-583
-1% -$30.4K 0.39% 65
2023
Q4 		$2.17M Sell
41,709
-104
-0.2% -$5.15K 0.41% 63
2023
Q3 		$793K Sell
41,813
-4,910
-11% -$243K 0.17% 121
2023
Q2 		$2.29M Sell
46,723
-1,008
-2% -$49.6K 0.51% 54
2023
Q1 		$2.32M Sell
47,731
-62,086
-57% -$3.01M 0.55% 56
2022
Q4 		$5.04M Buy
+109,817
New +$4.77M 1.22% 24

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Ironwood Investment Counsel's EFV Position: Q2 2026 in Review

Ironwood Investment Counsel increased its iShares MSCI EAFE Value ETF (EFV) stake by 2% in Q2 2026, buying an estimated $62.6K and bringing the position to 41,517 shares worth $3.37M. The position accounts for 0.44% of the portfolio, ranked #67.

Ironwood Investment Counsel first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.04M in Q4 2022. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Ironwood Investment Counsel held 41,517 shares of iShares MSCI EAFE Value ETF worth $3.37M as of Q2 2026.
  • Ironwood Investment Counsel bought 809 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $62.6K.
  • iShares MSCI EAFE Value ETF made up 0.44% of Ironwood Investment Counsel's portfolio in Q2 2026, its #67 holding.
  • Ironwood Investment Counsel first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Ironwood Investment Counsel's iShares MSCI EAFE Value ETF position peaked at $5.04M in Q4 2022.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.