MA
EFV icon

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

MONECO 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 		$378K Buy
4,939
+489
+11% +$37.9K 0.02% 421
2026
Q1 		$331K Sell
4,450
-1,182
-21% -$88.8K 0.03% 383
2025
Q4 		$402K Sell
5,632
-2,082
-27% -$145K 0.03% 345
2025
Q3 		$523K Sell
7,714
-22,382
-74% -$1.47M 0.04% 295
2025
Q2 		$1.91M Sell
30,096
-18,891
-39% -$1.16M 0.18% 124
2025
Q1 		$2.89M Sell
48,987
-35,854
-42% -$2.03M 0.3% 77
2024
Q4 		$4.45M Sell
84,841
-9,312
-10% -$510K 0.47% 45
2024
Q3 		$5.42M Buy
94,153
+1,768
+2% +$97.6K 0.67% 32
2024
Q2 		$4.9M Buy
92,385
+1,265
+1% +$68.8K 0.72% 28
2024
Q1 		$4.96M Buy
91,120
+10,238
+13% +$534K 0.79% 25
2023
Q4 		$4.21M Buy
+80,882
New +$4M 0.8% 25
2022
Q2 		– Sell
-4,408
Closed -$222K – 254
2022
Q1 		$222K Sell
4,408
-112
-2% -$5.69K 0.08% 223
2021
Q4 		$236K Sell
4,520
-587
-11% -$30K 0.09% 213
2021
Q3 		$260K Buy
+5,107
New +$265K 0.1% 200

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

MONECO Advisors's EFV Position: Q2 2026 in Review

MONECO Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q2 2026, buying an estimated $37.9K and bringing the position to 4,939 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #421.

MONECO Advisors first reported a position in EFV in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.42M in Q3 2024. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • MONECO Advisors held 4,939 shares of iShares MSCI EAFE Value ETF worth $378K as of Q2 2026.
  • MONECO Advisors bought 489 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $37.9K.
  • iShares MSCI EAFE Value ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #421 holding.
  • MONECO Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 14 quarters since.
  • MONECO Advisors's iShares MSCI EAFE Value ETF position peaked at $5.42M in Q3 2024.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.