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

Midwest 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
Q1 		$5.62M Sell
75,630
-15,411
-17% -$1.16M 2.63% 13
2025
Q4 		$6.5M Buy
91,041
+84,618
+1,317% +$5.88M 3.11% 10
2025
Q3 		$436K Sell
6,423
-82
-1% -$5.4K 0.21% 36
2025
Q2 		$413K Sell
6,505
-455
-7% -$27.8K 0.22% 38
2025
Q1 		$410K Hold
6,960
– – 0.25% 37
2024
Q4 		$365K Buy
+6,960
New +$381K 0.27% 38

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
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

Midwest Capital Advisors's EFV Position: Q1 2026 in Review

Midwest Capital Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 17% in Q1 2026, selling an estimated $1.16M and leaving 75,630 shares worth $5.62M. The position accounts for 2.63% of the portfolio, ranked #13.

Midwest Capital Advisors first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.5M in Q4 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Midwest Capital Advisors held 75,630 shares of iShares MSCI EAFE Value ETF worth $5.62M as of Q1 2026.
  • Midwest Capital Advisors sold 15,411 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $1.16M.
  • iShares MSCI EAFE Value ETF made up 2.63% of Midwest Capital Advisors's portfolio in Q1 2026, its #13 holding.
  • Midwest Capital Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Midwest Capital Advisors's iShares MSCI EAFE Value ETF position peaked at $6.5M in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Midwest Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.