Meeder Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Meeder Advisory Services’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	$278K	Buy	+3,733	New	+$281K	0.01%	542

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Meeder Advisory Services's EFV Position: Q1 2026 in Review

Meeder Advisory Services opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 3,733 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #542 among its holdings.

1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Meeder Advisory Services held 3,733 shares of iShares MSCI EAFE Value ETF worth $278K as of Q1 2026.
iShares MSCI EAFE Value ETF was a new Meeder Advisory Services position in Q1 2026.
iShares MSCI EAFE Value ETF made up 0.01% of Meeder Advisory Services's portfolio in Q1 2026, its #542 holding.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.