JFS Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

JFS Wealth Advisors’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	$825K	Sell	10,784 -13,706	-56%	-$1.06M	0.04%	191
2026 Q1	$1.82M	Buy	24,490 +23,157	+1,737%	+$1.74M	0.1%	115
2025 Q4	$95.2K	Buy	1,333 +220	+20%	+$15.3K	0.01%	420
2025 Q3	$75.5K	Hold	1,113	–	–	﹤0.01%	443
2025 Q2	$70.7K	Buy	1,113 +80	+8%	+$4.89K	﹤0.01%	420
2025 Q1	$60.9K	Hold	1,033	–	–	﹤0.01%	439
2024 Q4	$54.2K	Buy	1,033 +90	+10%	+$4.93K	﹤0.01%	446
2024 Q3	$54.3K	Hold	943	–	–	﹤0.01%	449
2024 Q2	$50K	Buy	943 +92	+11%	+$5K	﹤0.01%	411
2024 Q1	$46.3K	Hold	851	–	–	﹤0.01%	440
2023 Q4	$44.3K	Hold	851	–	–	﹤0.01%	425
2023 Q3	$41.6K	Hold	851	–	–	﹤0.01%	402
2023 Q2	$41.6K	Hold	851	–	–	﹤0.01%	396
2023 Q1	$41.3K	Hold	851	–	–	﹤0.01%	395
2022 Q4	$39K	Hold	851	–	–	﹤0.01%	403
2022 Q3	$33K	Hold	851	–	–	﹤0.01%	458
2022 Q2	$37K	Hold	851	–	–	﹤0.01%	452
2022 Q1	$43K	Sell	851 -175	-17%	-$8.9K	﹤0.01%	455
2021 Q4	$52K	Buy	1,026 +175	+21%	+$8.94K	﹤0.01%	411
2021 Q3	$43K	Buy	+851	New	+$44.1K	﹤0.01%	439

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

JFS Wealth Advisors's EFV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 56% in Q2 2026, selling an estimated $1.06M and leaving 10,784 shares worth $825K. The position accounts for 0.04% of the portfolio, ranked #191.

JFS Wealth Advisors first reported a position in EFV in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.82M in Q1 2026. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

JFS Wealth Advisors held 10,784 shares of iShares MSCI EAFE Value ETF worth $825K as of Q2 2026.
JFS Wealth Advisors sold 13,706 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.06M.
iShares MSCI EAFE Value ETF made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #191 holding.
JFS Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $1.82M in Q1 2026.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.