Morris Financial Concepts’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Morris Financial Concepts’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	$3.83K	Hold	50	–	–	﹤0.01%	192
2026 Q1	$3.72K	Hold	50	–	–	﹤0.01%	188
2025 Q4	$3.57K	Hold	50	–	–	﹤0.01%	186
2025 Q3	$3.39K	Hold	50	–	–	﹤0.01%	190
2025 Q2	$3.17K	Hold	50	–	–	﹤0.01%	189
2025 Q1	$2.95K	Hold	50	–	–	﹤0.01%	190
2024 Q4	$2.62K	Hold	50	–	–	﹤0.01%	176
2024 Q3	$2.88K	Buy	+50	New	+$2.76K	﹤0.01%	183
2023 Q2	–	Sell	-36	Closed	-$1.75K	–	157
2023 Q1	$1.75K	Hold	36	–	–	﹤0.01%	140
2022 Q4	$1.65K	Hold	36	–	–	﹤0.01%	131
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	108
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	115
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	111
2021 Q4	$2K	Buy	+36	New	+$1.84K	﹤0.01%	99

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Morris Financial Concepts's EFV Position: Q2 2026 in Review

Morris Financial Concepts held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 50 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Morris Financial Concepts first reported a position in EFV in Q4 2021 and has held it in 14 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Morris Financial Concepts held 50 shares of iShares MSCI EAFE Value ETF worth $3.83K as of Q2 2026.
Morris Financial Concepts left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #192 holding.
Morris Financial Concepts first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 14 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.