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EFV icon

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

MKT 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 		$282K Hold
3,605
– – 0.09% 127
2026
Q1 		$272K Hold
3,605
– – 0.09% 129
2025
Q4 		$262K Hold
3,605
– – 0.09% 135
2025
Q3 		$246K Hold
3,605
– – 0.09% 142
2025
Q2 		$229K Buy
+3,605
New +$221K 0.09% 147
2024
Q4 		– Sell
-3,906
Closed -$223K – 154
2024
Q3 		$223K Sell
3,906
-641
-14% -$35.4K 0.1% 138
2024
Q2 		$245K Hold
4,547
– – 0.12% 126
2024
Q1 		$245K Buy
4,547
+317
+7% +$16.5K 0.13% 121
2023
Q4 		$220K Sell
4,230
-210
-5% -$10.4K 0.15% 130
2023
Q3 		$214K Sell
4,440
-106
-2% -$5.25K 0.16% 123
2023
Q2 		$232K Sell
4,546
-723
-14% -$35.6K 0.16% 120
2023
Q1 		$257K Sell
5,269
-718
-12% -$34.8K 0.19% 105
2022
Q4 		$287K Buy
5,987
+763
+15% +$33.1K 0.22% 92
2022
Q3 		$201K Sell
5,224
-641
-11% -$27.3K 0.17% 116
2022
Q2 		$248K Sell
5,865
-1,830
-24% -$87.1K 0.19% 108
2022
Q1 		$355K Buy
7,695
+2,077
+37% +$106K 0.27% 80
2021
Q4 		$287K Buy
+5,618
New +$287K 0.22% 101

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

MKT Advisors's EFV Position: Q2 2026 in Review

MKT Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 3,605 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #127.

MKT Advisors first reported a position in EFV in Q4 2021 and has held it in 17 quarters since. The position peaked at $355K in Q1 2022. 348 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • MKT Advisors held 3,605 shares of iShares MSCI EAFE Value ETF worth $282K as of Q2 2026.
  • MKT Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.09% of MKT Advisors's portfolio in Q2 2026, its #127 holding.
  • MKT Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 17 quarters since.
  • MKT Advisors's iShares MSCI EAFE Value ETF position peaked at $355K in Q1 2022.
  • 348 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.