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Manhattan West Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Manhattan West Asset Management’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 		$880K Hold
11,490
– – 0.15% 92
2026
Q1 		$854K Hold
11,490
– – 0.17% 85
2025
Q4 		$821K Buy
11,490
+256
+2% +$17.8K 0.17% 85
2025
Q3 		$762K Hold
11,234
– – 0.16% 87
2025
Q2 		$713K Buy
11,234
+240
+2% +$14.7K 0.17% 86
2025
Q1 		$648K Sell
10,994
-131
-1% -$7.41K 0.17% 87
2024
Q4 		$584K Buy
11,125
+321
+3% +$17.6K 0.16% 91
2024
Q3 		$622K Sell
10,804
-100
-0.9% -$5.52K 0.16% 94
2024
Q2 		$578K Buy
10,904
+308
+3% +$16.7K 0.16% 93
2024
Q1 		$576K Buy
+10,596
New +$553K 0.14% 95

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

Manhattan West Asset Management's EFV Position: Q2 2026 in Review

Manhattan West Asset Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 11,490 shares worth $880K. The position accounts for 0.15% of the portfolio, ranked #92.

Manhattan West Asset Management first reported a position in EFV in Q1 2024 and has held it in 10 quarters since. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Manhattan West Asset Management held 11,490 shares of iShares MSCI EAFE Value ETF worth $880K as of Q2 2026.
  • Manhattan West Asset Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.15% of Manhattan West Asset Management's portfolio in Q2 2026, its #92 holding.
  • Manhattan West Asset Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Manhattan West Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.