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Milestone Asset Management Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Milestone Asset Management Group’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 		$629K Sell
8,454
-27
-0.3% -$2.03K 0.37% 61
2025
Q4 		$606K Buy
8,481
+92
+1% +$6.39K 0.34% 63
2025
Q3 		$569K Hold
8,389
– – 0.36% 66
2025
Q2 		$533K Buy
8,389
+64
+0.8% +$3.92K 0.39% 61
2025
Q1 		$491K Sell
8,325
-553
-6% -$31.3K 0.44% 57
2024
Q4 		$466K Buy
+8,878
New +$486K 0.42% 60

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 $12.8B AUM 19.38% 1-Year Est. Return

Milestone Asset Management Group's EFV Position: Q1 2026 in Review

Milestone Asset Management Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.32% in Q1 2026, selling an estimated $2.03K and leaving 8,454 shares worth $629K. The position accounts for 0.37% of the portfolio, ranked #61.

Milestone Asset Management Group first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Milestone Asset Management Group held 8,454 shares of iShares MSCI EAFE Value ETF worth $629K as of Q1 2026.
  • Milestone Asset Management Group sold 27 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $2.03K.
  • iShares MSCI EAFE Value ETF made up 0.37% of Milestone Asset Management Group's portfolio in Q1 2026, its #61 holding.
  • Milestone Asset Management Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.