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

Moneta Group 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
Q1 		$15.9M Buy
213,989
+15,644
+8% +$1.18M 0.12% 87
2025
Q4 		$14.2M Buy
198,345
+20,786
+12% +$1.44M 0.11% 92
2025
Q3 		$12M Sell
177,559
-8,829
-5% -$582K 0.1% 100
2025
Q2 		$11.8M Buy
186,388
+33,373
+22% +$2.04M 0.14% 87
2025
Q1 		$9.02M Sell
153,015
-4,353
-3% -$246K 0.12% 96
2024
Q4 		$8.26M Sell
157,368
-6,585
-4% -$361K 0.12% 105
2024
Q3 		$9.43M Sell
163,953
-20,010
-11% -$1.1M 0.14% 95
2024
Q2 		$9.76M Sell
183,963
-18,802
-9% -$1.02M 0.16% 81
2024
Q1 		$11M Sell
202,765
-8,426
-4% -$440K 0.18% 77
2023
Q4 		$11M Sell
211,191
-17,052
-7% -$844K 0.22% 68
2023
Q3 		$11.2M Buy
228,243
+8,949
+4% +$443K 0.25% 59
2023
Q2 		$10.7M Buy
219,294
+2,720
+1% +$134K 0.24% 63
2023
Q1 		$10.5M Buy
216,574
+19,358
+10% +$937K 0.25% 63
2022
Q4 		$9.78M Sell
197,216
-49,708
-20% -$2.16M 0.27% 64
2022
Q3 		$9.51M Buy
246,924
+1,486
+0.6% +$63.3K 0.36% 61
2022
Q2 		$10.7M Buy
245,438
+5,008
+2% +$238K 0.36% 63
2022
Q1 		$12.1M Buy
240,430
+15,961
+7% +$811K 0.47% 49
2021
Q4 		$11.3M Buy
224,469
+17,606
+9% +$899K 0.46% 52
2021
Q3 		$10.5M Buy
206,863
+24,734
+14% +$1.28M 0.48% 50
2021
Q2 		$9.43M Buy
182,129
+5,005
+3% +$265K 0.43% 54
2021
Q1 		$9.03M Buy
177,124
+13,162
+8% +$655K 0.48% 55
2020
Q4 		$7.74M Buy
163,962
+7,679
+5% +$338K 0.56% 45
2020
Q3 		$6.31M Buy
156,283
+9,623
+7% +$398K 0.55% 43
2020
Q2 		$5.86M Buy
146,660
+1,185
+0.8% +$45.2K 0.56% 43
2020
Q1 		$5.19M Buy
145,475
+41,189
+39% +$1.83M 0.54% 43
2019
Q4 		$5.21M Buy
104,286
+381
+0.4% +$18.7K 0.44% 46
2019
Q3 		$4.92M Buy
103,905
+12,226
+13% +$570K 0.46% 40
2019
Q2 		$4.41M Buy
+91,679
New +$4.48M 0.43% 42

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 $16B AUM 26.77% 1-Year Est. Return

Moneta Group Investment Advisors's EFV Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 7.9% in Q1 2026, buying an estimated $1.18M and bringing the position to 213,989 shares worth $15.9M. The position accounts for 0.12% of the portfolio, ranked #87.

Moneta Group Investment Advisors first reported a position in EFV in Q2 2019 and has held it in 28 quarters since. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Moneta Group Investment Advisors held 213,989 shares of iShares MSCI EAFE Value ETF worth $15.9M as of Q1 2026.
  • Moneta Group Investment Advisors bought 15,644 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $1.18M.
  • iShares MSCI EAFE Value ETF made up 0.12% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #87 holding.
  • Moneta Group Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2019 and has held it in 28 quarters since.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.