LA
EFV icon

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

Lifeworks 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
Q1 		$1.34M Sell
17,980
-1,527
-8% -$115K 0.17% 112
2025
Q4 		$1.39M Sell
19,507
-411
-2% -$28.6K 0.18% 117
2025
Q3 		$1.35M Sell
19,918
-2,496
-11% -$164K 0.18% 118
2025
Q2 		$1.42M Buy
22,414
+7,586
+51% +$464K 0.21% 103
2025
Q1 		$874K Sell
14,828
-2,226
-13% -$126K 0.15% 135
2024
Q4 		$895K Buy
17,054
+743
+5% +$40.7K 0.16% 125
2024
Q3 		$938K Buy
16,311
+7,619
+88% +$421K 0.18% 120
2024
Q2 		$461K Sell
8,692
-6,256
-42% -$340K 0.13% 133
2024
Q1 		$813K Buy
+14,948
New +$780K 0.23% 99

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 $16B AUM 26.77% 1-Year Est. Return

Lifeworks Advisors's EFV Position: Q1 2026 in Review

Lifeworks Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 7.8% in Q1 2026, selling an estimated $115K and leaving 17,980 shares worth $1.34M. The position accounts for 0.17% of the portfolio, ranked #112.

Lifeworks Advisors first reported a position in EFV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q2 2025. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Lifeworks Advisors held 17,980 shares of iShares MSCI EAFE Value ETF worth $1.34M as of Q1 2026.
  • Lifeworks Advisors sold 1,527 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $115K.
  • iShares MSCI EAFE Value ETF made up 0.17% of Lifeworks Advisors's portfolio in Q1 2026, its #112 holding.
  • Lifeworks Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 9 quarters since.
  • Lifeworks Advisors's iShares MSCI EAFE Value ETF position peaked at $1.42M in Q2 2025.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.