MMA
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Miracle Mile Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Miracle Mile 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 		$132M Sell
1,718,610
-348,505
-17% -$27M 1.54% 11
2026
Q1 		$154M Buy
2,067,115
+168,048
+9% +$12.6M 2.11% 8
2025
Q4 		$136M Buy
1,899,067
+18,652
+1% +$1.3M 1.94% 9
2025
Q3 		$128M Buy
1,880,415
+14,439
+0.8% +$951K 1.91% 9
2025
Q2 		$118M Buy
1,865,976
+201,843
+12% +$12.4M 1.99% 10
2025
Q1 		$98.1M Buy
1,664,133
+113,241
+7% +$6.41M 1.97% 10
2024
Q4 		$81.4M Sell
1,550,892
-43,337
-3% -$2.37M 1.65% 13
2024
Q3 		$91.7M Buy
1,594,229
+50,123
+3% +$2.77M 2.12% 10
2024
Q2 		$81.9M Buy
1,544,106
+20,308
+1% +$1.1M 2% 13
2024
Q1 		$82.9M Sell
1,523,798
-315,454
-17% -$16.5M 2.09% 10
2023
Q4 		$95.8M Buy
1,839,252
+782,579
+74% +$38.7M 2.62% 7
2023
Q3 		$51.7M Buy
1,056,673
+39,954
+4% +$1.98M 1.59% 16
2023
Q2 		$49.8M Buy
1,016,719
+179,379
+21% +$8.83M 1.51% 16
2023
Q1 		$40.6M Buy
+837,340
New +$40.5M 1.32% 16
2020
Q4 		– Sell
-7,784
Closed -$315K – 374
2020
Q3 		$315K Hold
7,784
– – 0.02% 284
2020
Q2 		$311K Buy
+7,784
New +$297K 0.03% 259

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

Miracle Mile Advisors's EFV Position: Q2 2026 in Review

Miracle Mile Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 17% in Q2 2026, selling an estimated $27M and leaving 1,718,610 shares worth $132M. The position accounts for 1.54% of the portfolio, ranked #11.

Miracle Mile Advisors first reported a position in EFV in Q2 2020 and has held it in 16 quarters since. The position peaked at $154M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Miracle Mile Advisors held 1,718,610 shares of iShares MSCI EAFE Value ETF worth $132M as of Q2 2026.
  • Miracle Mile Advisors sold 348,505 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $27M.
  • iShares MSCI EAFE Value ETF made up 1.54% of Miracle Mile Advisors's portfolio in Q2 2026, its #11 holding.
  • Miracle Mile Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2020 and has held it in 16 quarters since.
  • Miracle Mile Advisors's iShares MSCI EAFE Value ETF position peaked at $154M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.