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Jackson Grant Investment Advisers’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Jackson Grant Investment 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 		$1.75K Buy
23
+1
+5% +$77 ﹤0.01% 401
2026
Q1 		$1.66K Hold
22
– – ﹤0.01% 388
2025
Q4 		$1.59K Hold
22
– – ﹤0.01% 386
2025
Q3 		$1.48K Hold
22
– – ﹤0.01% 403
2025
Q2 		$1.39K Buy
22
+1
+5% +$61 ﹤0.01% 375
2025
Q1 		$1.26K Hold
21
– – ﹤0.01% 375
2024
Q4 		$1.12K Hold
21
– – ﹤0.01% 392
2024
Q3 		$1.21K Buy
+21
New +$1.16K ﹤0.01% 393

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jackson Grant Investment Advisers's EFV Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares MSCI EAFE Value ETF (EFV) stake by 4.5% in Q2 2026, buying an estimated $77 and bringing the position to 23 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Jackson Grant Investment Advisers first reported a position in EFV in Q3 2024 and has held it in 8 quarters since. 614 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Jackson Grant Investment Advisers held 23 shares of iShares MSCI EAFE Value ETF worth $1.75K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 1 iShares MSCI EAFE Value ETF share in Q2 2026, an estimated $77.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #401 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 614 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.