Lido Advisors
EFV icon

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

Lido 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 		$10.9M Sell
141,906
-243,154
-63% -$18.8M 0.03% 327
2026
Q1 		$28.6M Sell
385,060
-4,779
-1% -$359K 0.09% 153
2025
Q4 		$27.8M Buy
389,839
+374,670
+2,470% +$26M 0.08% 159
2025
Q3 		$1.03M Buy
15,169
+3,712
+32% +$244K ﹤0.01% 943
2025
Q2 		$727K Sell
11,457
-3,505
-23% -$214K ﹤0.01% 968
2025
Q1 		$882K Buy
14,962
+3,280
+28% +$186K ﹤0.01% 825
2024
Q4 		$613K Buy
11,682
+674
+6% +$36.9K ﹤0.01% 942
2024
Q3 		$633K Sell
11,008
-387
-3% -$21.4K ﹤0.01% 875
2024
Q2 		$604K Buy
11,395
+880
+8% +$47.8K ﹤0.01% 865
2024
Q1 		$572K Sell
10,515
-301
-3% -$15.7K ﹤0.01% 860
2023
Q4 		$564K Sell
10,816
-895
-8% -$44.3K ﹤0.01% 819
2023
Q3 		$573K Buy
11,711
+185
+2% +$9.16K ﹤0.01% 708
2023
Q2 		$564K Buy
11,526
+2,656
+30% +$131K ﹤0.01% 694
2023
Q1 		$430K Sell
8,870
-42
-0.5% -$2.03K ﹤0.01% 736
2022
Q4 		$409K Buy
+8,912
New +$387K 0.01% 675
2022
Q1 		– Sell
-4,553
Closed -$229K – 1020
2021
Q4 		$229K Buy
+4,553
New +$232K ﹤0.01% 915
2018
Q2 		– Sell
-7,401
Closed -$403K – 428
2018
Q1 		$403K Buy
+7,401
New +$415K 0.06% 228

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

Lido Advisors's EFV Position: Q2 2026 in Review

Lido Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 63% in Q2 2026, selling an estimated $18.8M and leaving 141,906 shares worth $10.9M. The position accounts for 0.03% of the portfolio, ranked #327.

Lido Advisors first reported a position in EFV in Q1 2018 and has held it in 17 quarters since. The position peaked at $28.6M in Q1 2026. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Lido Advisors held 141,906 shares of iShares MSCI EAFE Value ETF worth $10.9M as of Q2 2026.
  • Lido Advisors sold 243,154 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $18.8M.
  • iShares MSCI EAFE Value ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #327 holding.
  • Lido Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2018 and has held it in 17 quarters since.
  • Lido Advisors's iShares MSCI EAFE Value ETF position peaked at $28.6M in Q1 2026.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.