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Lansing Street Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Lansing Street 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 		$7.06M Sell
92,229
-27,311
-23% -$2.11M 1.5% 18
2026
Q1 		$8.89M Buy
119,540
+12,152
+11% +$913K 2.24% 15
2025
Q4 		$7.67M Buy
107,388
+2,849
+3% +$198K 1.96% 15
2025
Q3 		$7.09M Buy
104,539
+35,474
+51% +$2.34M 1.88% 15
2025
Q2 		$4.38M Buy
69,065
+898
+1% +$54.9K 1.31% 19
2025
Q1 		$4.02M Buy
68,167
+2,962
+5% +$168K 1.34% 19
2024
Q4 		$3.42M Buy
65,205
+8,543
+15% +$468K 1.19% 22
2024
Q3 		$3.26M Buy
56,662
+2,732
+5% +$151K 1.2% 23
2024
Q2 		$2.86M Buy
53,930
+4,169
+8% +$227K 1.19% 23
2024
Q1 		$2.71M Buy
49,761
+1,623
+3% +$84.7K 1.22% 24
2023
Q4 		$2.51M Buy
+48,138
New +$2.38M 1.31% 23

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

Lansing Street Advisors's EFV Position: Q2 2026 in Review

Lansing Street Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 23% in Q2 2026, selling an estimated $2.11M and leaving 92,229 shares worth $7.06M. The position accounts for 1.5% of the portfolio, ranked #18.

Lansing Street Advisors first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.89M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Lansing Street Advisors held 92,229 shares of iShares MSCI EAFE Value ETF worth $7.06M as of Q2 2026.
  • Lansing Street Advisors sold 27,311 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.11M.
  • iShares MSCI EAFE Value ETF made up 1.5% of Lansing Street Advisors's portfolio in Q2 2026, its #18 holding.
  • Lansing Street Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Lansing Street Advisors's iShares MSCI EAFE Value ETF position peaked at $8.89M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Lansing Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.