Kelly Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Kelly Financial Group’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	$352K	Sell	4,593 -384	-8%	-$29.7K	0.08%	70
2026 Q1	$370K	Sell	4,977 -130	-3%	-$9.77K	0.09%	66
2025 Q4	$365K	Sell	5,107 -478	-9%	-$33.2K	0.09%	60
2025 Q3	$379K	Sell	5,585 -42	-0.7%	-$2.77K	0.1%	57
2025 Q2	$357K	Buy	5,627 +65	+1%	+$3.98K	0.1%	57
2025 Q1	$328K	Buy	5,562 +424	+8%	+$24K	0.1%	60
2024 Q4	$270K	Buy	+5,138	New	+$281K	0.1%	63

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

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 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Kelly Financial Group's EFV Position: Q2 2026 in Review

Kelly Financial Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 7.7% in Q2 2026, selling an estimated $29.7K and leaving 4,593 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #70.

Kelly Financial Group first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $379K in Q3 2025. 382 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Kelly Financial Group held 4,593 shares of iShares MSCI EAFE Value ETF worth $352K as of Q2 2026.
Kelly Financial Group sold 384 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $29.7K.
iShares MSCI EAFE Value ETF made up 0.08% of Kelly Financial Group's portfolio in Q2 2026, its #70 holding.
Kelly Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's iShares MSCI EAFE Value ETF position peaked at $379K in Q3 2025.
382 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.