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Mesirow Financial Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Mesirow Financial Investment 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 		$1.19M Buy
15,527
+197
+1% +$15.3K 0.02% 260
2026
Q1 		$1.14M Buy
15,330
+1,542
+11% +$116K 0.02% 254
2025
Q4 		$985K Sell
13,788
-1,758
-11% -$122K 0.02% 246
2025
Q3 		$1.05M Hold
15,546
– – 0.02% 259
2025
Q2 		$987K Buy
15,546
+3,352
+27% +$205K 0.02% 264
2025
Q1 		$719K Buy
12,194
+100
+0.8% +$5.66K 0.01% 299
2024
Q4 		$635K Sell
12,094
-1,644
-12% -$90K 0.01% 318
2024
Q3 		$790K Buy
13,738
+72
+0.5% +$3.98K 0.02% 294
2024
Q2 		$725K Sell
13,666
-1,762
-11% -$95.8K 0.02% 288
2024
Q1 		$839K Buy
15,428
+1,902
+14% +$99.3K 0.02% 276
2023
Q4 		$705K Buy
+13,526
New +$669K 0.03% 260

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

Mesirow Financial Investment Management's EFV Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.3% in Q2 2026, buying an estimated $15.3K and bringing the position to 15,527 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #260.

Mesirow Financial Investment Management first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Mesirow Financial Investment Management held 15,527 shares of iShares MSCI EAFE Value ETF worth $1.19M as of Q2 2026.
  • Mesirow Financial Investment Management bought 197 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $15.3K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #260 holding.
  • Mesirow Financial Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.