MIA
EFV icon

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

MainStreet Investment 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 		$544K Buy
7,323
+385
+6% +$28.9K 0.08% 122
2025
Q4 		$495K Hold
6,938
– – 0.07% 123
2025
Q3 		$471K Hold
6,938
– – 0.06% 126
2025
Q2 		$440K Hold
6,938
– – 0.06% 126
2025
Q1 		$409K Hold
6,938
– – 0.06% 121
2024
Q4 		$364K Hold
6,938
– – 0.05% 127
2024
Q3 		$399K Hold
6,938
– – 0.05% 123
2024
Q2 		$368K Sell
6,938
-968
-12% -$52.6K 0.05% 133
2024
Q1 		$430K Sell
7,906
-245
-3% -$12.8K 0.05% 133
2023
Q4 		$425K Sell
8,151
-1,300
-14% -$64.3K 0.05% 131
2023
Q3 		$462K Buy
9,451
+735
+8% +$36.4K 0.05% 134
2023
Q2 		$427K Buy
+8,716
New +$429K 0.05% 143
2023
Q1 		– Sell
-82,593
Closed -$3.79M – 183
2022
Q4 		$3.79M Buy
+82,593
New +$3.59M 0.42% 62

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

MainStreet Investment Advisors's EFV Position: Q1 2026 in Review

MainStreet Investment Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 5.5% in Q1 2026, buying an estimated $28.9K and bringing the position to 7,323 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #122.

MainStreet Investment Advisors first reported a position in EFV in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.79M in Q4 2022. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • MainStreet Investment Advisors held 7,323 shares of iShares MSCI EAFE Value ETF worth $544K as of Q1 2026.
  • MainStreet Investment Advisors bought 385 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $28.9K.
  • iShares MSCI EAFE Value ETF made up 0.08% of MainStreet Investment Advisors's portfolio in Q1 2026, its #122 holding.
  • MainStreet Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 13 quarters since.
  • MainStreet Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $3.79M in Q4 2022.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.