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Lane Brothers & Co’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Lane Brothers & Co’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 		$499K Sell
6,517
-254
-4% -$19.7K 0.33% 50
2026
Q1 		$503K Sell
6,771
-471
-7% -$35.4K 0.37% 43
2025
Q4 		$517K Buy
+7,242
New +$503K 0.37% 44

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

Lane Brothers & Co's EFV Position: Q2 2026 in Review

Lane Brothers & Co reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3.8% in Q2 2026, selling an estimated $19.7K and leaving 6,517 shares worth $499K. The position accounts for 0.33% of the portfolio, ranked #50.

Lane Brothers & Co first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $517K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Lane Brothers & Co held 6,517 shares of iShares MSCI EAFE Value ETF worth $499K as of Q2 2026.
  • Lane Brothers & Co sold 254 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $19.7K.
  • iShares MSCI EAFE Value ETF made up 0.33% of Lane Brothers & Co's portfolio in Q2 2026, its #50 holding.
  • Lane Brothers & Co first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's iShares MSCI EAFE Value ETF position peaked at $517K in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.