Milestone Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Milestone Investment 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	$325K	Hold	4,247	–	–	0.07%	77
2026 Q1	$316K	Hold	4,247	–	–	0.08%	77
2025 Q4	$303K	Sell	4,247 -140	-3%	-$9.73K	0.07%	74
2025 Q3	$298K	Hold	4,387	–	–	0.07%	71
2025 Q2	$278K	Sell	4,387 -486	-10%	-$29.7K	0.07%	71
2025 Q1	$287K	Sell	4,873 -447	-8%	-$25.3K	0.08%	72
2024 Q4	$279K	Sell	5,320 -399	-7%	-$21.9K	0.08%	72
2024 Q3	$329K	Hold	5,719	–	–	0.09%	72
2024 Q2	$303K	Hold	5,719	–	–	0.08%	68
2024 Q1	$311K	Hold	5,719	–	–	0.08%	66
2023 Q4	$298K	Hold	5,719	–	–	0.09%	62
2023 Q3	$280K	Hold	5,719	–	–	0.08%	87
2023 Q2	$280K	Hold	5,719	–	–	0.09%	63
2023 Q1	$278K	Hold	5,719	–	–	0.09%	86
2022 Q4	$262K	Buy	+5,719	New	+$248K	0.09%	57

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Milestone Investment Advisors's EFV Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 4,247 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #77.

Milestone Investment Advisors first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $329K in Q3 2024. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Milestone Investment Advisors held 4,247 shares of iShares MSCI EAFE Value ETF worth $325K as of Q2 2026.
Milestone Investment Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.07% of Milestone Investment Advisors's portfolio in Q2 2026, its #77 holding.
Milestone Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $329K in Q3 2024.
1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.