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

Kingdom 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 		$17.1M Buy
223,583
+21,809
+11% +$1.69M 4.37% 5
2026
Q1 		$15M Sell
201,774
-5,955
-3% -$448K 4.29% 5
2025
Q4 		$14.8M Buy
207,729
+124,374
+149% +$8.64M 4.58% 5
2025
Q3 		$5.65M Buy
83,355
+14,015
+20% +$923K 3.46% 5
2025
Q2 		$4.4M Sell
69,340
-56,827
-45% -$3.48M 3.85% 5
2025
Q1 		$7.44M Buy
126,167
+3,634
+3% +$206K 5.45% 7
2024
Q4 		$6.43M Buy
+122,533
New +$6.71M 4.39% 10
2024
Q3 		– Sell
-121,939
Closed -$6.47M – 52
2024
Q2 		$6.47M Buy
121,939
+17,937
+17% +$975K 4.38% 10
2024
Q1 		$5.66M Buy
104,002
+34,223
+49% +$1.79M 3.98% 11
2023
Q4 		$3.64M Sell
69,779
-1,540
-2% -$76.2K 3.17% 10
2023
Q3 		$3.49M Buy
71,319
+1,567
+2% +$77.6K 3.29% 11
2023
Q2 		$3.41M Buy
+69,752
New +$3.43M 3.35% 12

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Kingdom Financial Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q2 2026, buying an estimated $1.69M and bringing the position to 223,583 shares worth $17.1M. The position accounts for 4.37% of the portfolio, ranked #5.

Kingdom Financial Group first reported a position in EFV in Q2 2023 and has held it in 12 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Kingdom Financial Group held 223,583 shares of iShares MSCI EAFE Value ETF worth $17.1M as of Q2 2026.
  • Kingdom Financial Group bought 21,809 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.69M.
  • iShares MSCI EAFE Value ETF made up 4.37% of Kingdom Financial Group's portfolio in Q2 2026, its #5 holding.
  • Kingdom Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.