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Kickstand Ventures’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Kickstand Ventures’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
Q1 		$6.3M Sell
84,741
-4,049
-5% -$304K 1.33% 26
2025
Q4 		$6.34M Buy
88,790
+2,104
+2% +$146K 1.34% 25
2025
Q3 		$5.88M Sell
86,686
-2,689
-3% -$177K 1.29% 25
2025
Q2 		$5.67M Buy
89,375
+2,877
+3% +$176K 1.33% 24
2025
Q1 		$5.1M Buy
86,498
+7,536
+10% +$426K 1.31% 22
2024
Q4 		$4.14M Sell
78,962
-7,635
-9% -$418K 1.06% 26
2024
Q3 		$4.98M Buy
86,597
+24,897
+40% +$1.37M 1.27% 24
2024
Q2 		$3.27M Sell
61,700
-128,484
-68% -$6.98M 0.9% 29
2024
Q1 		$10.3M Buy
190,184
+107,520
+130% +$5.61M 2.93% 10
2023
Q4 		$4.31M Buy
82,664
+12,083
+17% +$598K 1.24% 27
2023
Q3 		$3.45M Buy
+70,581
New +$3.5M 1.07% 35

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Kickstand Ventures's EFV Position: Q1 2026 in Review

Kickstand Ventures reduced its iShares MSCI EAFE Value ETF (EFV) stake by 4.6% in Q1 2026, selling an estimated $304K and leaving 84,741 shares worth $6.3M. The position accounts for 1.33% of the portfolio, ranked #26.

Kickstand Ventures first reported a position in EFV in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q1 2024. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Kickstand Ventures held 84,741 shares of iShares MSCI EAFE Value ETF worth $6.3M as of Q1 2026.
  • Kickstand Ventures sold 4,049 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $304K.
  • iShares MSCI EAFE Value ETF made up 1.33% of Kickstand Ventures's portfolio in Q1 2026, its #26 holding.
  • Kickstand Ventures first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 11 quarters since.
  • Kickstand Ventures's iShares MSCI EAFE Value ETF position peaked at $10.3M in Q1 2024.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Kickstand Ventures's 13F filing for Q1 2026, filed 5 May 2026.