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Luts & Greenleigh Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Luts & Greenleigh 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 		$1.2M Buy
15,719
+30
+0.2% +$2.32K 0.91% 27
2026
Q1 		$1.17M Buy
15,689
+595
+4% +$44.7K 0.92% 27
2025
Q4 		$1.08M Buy
15,094
+187
+1% +$13K 0.92% 29
2025
Q3 		$1.01M Sell
14,907
-234
-2% -$15.4K 0.91% 27
2025
Q2 		$961K Buy
15,141
+360
+2% +$22K 0.92% 26
2025
Q1 		$871K Hold
14,781
– – 0.87% 26
2024
Q4 		$776K Buy
14,781
+368
+3% +$20.2K 0.77% 29
2024
Q3 		$829K Buy
14,413
+285
+2% +$15.7K 0.8% 26
2024
Q2 		$749K Buy
+14,128
New +$768K 0.78% 28
2023
Q4 		$703K Sell
13,494
-694
-5% -$34.3K 0.89% 26
2023
Q3 		$694K Sell
14,188
-1,716
-11% -$85K 0.86% 26
2023
Q2 		$778K Buy
15,904
+1,012
+7% +$49.8K 0.96% 23
2023
Q1 		$723K Buy
14,892
+1,539
+12% +$74.5K 0.92% 22
2022
Q4 		$613K Buy
+13,353
New +$580K 0.78% 24

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

Luts & Greenleigh Group's EFV Position: Q2 2026 in Review

Luts & Greenleigh Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.19% in Q2 2026, buying an estimated $2.32K and bringing the position to 15,719 shares worth $1.2M. The position accounts for 0.91% of the portfolio, ranked #27.

Luts & Greenleigh Group first reported a position in EFV in Q4 2022 and has held it in 14 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Luts & Greenleigh Group held 15,719 shares of iShares MSCI EAFE Value ETF worth $1.2M as of Q2 2026.
  • Luts & Greenleigh Group bought 30 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.32K.
  • iShares MSCI EAFE Value ETF made up 0.91% of Luts & Greenleigh Group's portfolio in Q2 2026, its #27 holding.
  • Luts & Greenleigh Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.