MCA
EFV icon

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

Maryland Capital 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 		$5.63M Buy
+73,593
New +$5.7M 1.81% 13
2025
Q4 		$5.41M Sell
75,742
-1,253
-2% -$87.1K 1.83% 12
2025
Q3 		$5.22M Sell
76,995
-3,495
-4% -$230K 1.87% 12
2025
Q2 		$5.11M Sell
80,490
-1,116
-1% -$68.3K 2% 12
2025
Q1 		$4.81M Sell
81,606
-1,252
-2% -$70.8K 2.12% 11
2024
Q4 		$4.35M Sell
82,858
-423
-0.5% -$23.2K 2.02% 11
2024
Q3 		$4.79M Sell
83,281
-713
-0.8% -$39.4K 2.33% 9
2024
Q2 		$4.46M Sell
83,994
-1,082
-1% -$58.8K 2.4% 9
2024
Q1 		$4.63M Sell
85,076
-1,738
-2% -$90.7K 2.87% 9
2023
Q4 		$4.52M Sell
86,814
-855
-1% -$42.3K 2.99% 9
2023
Q3 		$4.29M Sell
87,669
-1,729
-2% -$85.6K 3.27% 8
2023
Q2 		$4.38M Sell
89,398
-2,065
-2% -$102K 3.51% 7
2023
Q1 		$4.44M Sell
91,463
-2,612
-3% -$126K 3.92% 5
2022
Q4 		$4.32M Sell
94,075
-783
-0.8% -$34K 4.03% 5
2022
Q3 		$3.65M Buy
94,858
+3,800
+4% +$162K 3.84% 5
2022
Q2 		$3.95M Sell
91,058
-2,163
-2% -$103K 4.17% 5
2022
Q1 		$4.68M Sell
93,221
-1,372
-1% -$69.8K 4.1% 5
2021
Q4 		$4.77M Buy
+94,593
New +$4.83M 3.93% 5

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

Maryland Capital Advisors's EFV Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 73,593 shares worth $5.63M. The stake represents 1.81% of the portfolio and ranks #13 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in EFV as recently as Q4 2025.

Maryland Capital Advisors first reported a position in EFV in Q4 2021 and has held it in 18 quarters since. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Maryland Capital Advisors held 73,593 shares of iShares MSCI EAFE Value ETF worth $5.63M as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Maryland Capital Advisors position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 1.81% of Maryland Capital Advisors's portfolio in Q2 2026, its #13 holding.
  • Maryland Capital Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.