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

Mayflower Financial 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 		$2.43M Sell
31,787
-48,509
-60% -$3.76M 0.21% 105
2026
Q1 		$5.97M Sell
80,296
-39,951
-33% -$3M 0.72% 32
2025
Q4 		$8.59M Sell
120,247
-8,420
-7% -$585K 1.04% 21
2025
Q3 		$8.73M Sell
128,667
-30,618
-19% -$2.02M 1.1% 18
2025
Q2 		$10.1M Buy
159,285
+51,854
+48% +$3.17M 1.41% 10
2025
Q1 		$6.33M Sell
107,431
-6,791
-6% -$384K 0.96% 20
2024
Q4 		$5.99M Buy
114,222
+4,630
+4% +$254K 0.89% 23
2024
Q3 		$6.3M Buy
109,592
+65,465
+148% +$3.61M 0.95% 22
2024
Q2 		$2.34M Sell
44,127
-17,531
-28% -$953K 0.38% 65
2024
Q1 		$3.35M Sell
61,658
-18,410
-23% -$961K 0.56% 45
2023
Q4 		$4.17M Buy
80,068
+12,497
+18% +$618K 0.58% 44
2023
Q3 		$3.31M Sell
67,571
-16,151
-19% -$800K 0.49% 44
2023
Q2 		$4.1M Sell
83,722
-11,904
-12% -$586K 0.53% 48
2023
Q1 		$4.64M Sell
95,626
-8,752
-8% -$424K 0.61% 40
2022
Q4 		$4.79M Buy
104,378
+47,846
+85% +$2.08M 0.66% 33
2022
Q3 		$2.18M Sell
56,532
-4,299
-7% -$183K 0.35% 62
2022
Q2 		$2.64M Buy
60,831
+36,823
+153% +$1.75M 0.4% 54
2022
Q1 		$1.21M Buy
24,008
+16,197
+207% +$823K 0.16% 99
2021
Q4 		$394K Buy
7,811
+2,861
+58% +$146K 0.05% 225
2021
Q3 		$259K Buy
+4,950
New +$256K 0.04% 280

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

Mayflower Financial Advisors's EFV Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 60% in Q2 2026, selling an estimated $3.76M and leaving 31,787 shares worth $2.43M. The position accounts for 0.21% of the portfolio, ranked #105.

Mayflower Financial Advisors first reported a position in EFV in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.1M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Mayflower Financial Advisors held 31,787 shares of iShares MSCI EAFE Value ETF worth $2.43M as of Q2 2026.
  • Mayflower Financial Advisors sold 48,509 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $3.76M.
  • iShares MSCI EAFE Value ETF made up 0.21% of Mayflower Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • Mayflower Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 20 quarters since.
  • Mayflower Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $10.1M in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.