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Mount Yale Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Mount Yale 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
Q2 		$5.2M Sell
67,937
-58,187
-46% -$4.51M 0.1% 225
2026
Q1 		$9.38M Buy
126,124
+69,282
+122% +$5.21M 0.22% 100
2025
Q4 		$4.06M Buy
56,842
+51,221
+911% +$3.56M 0.2% 114
2025
Q3 		$381K Sell
5,621
-83,255
-94% -$5.48M 0.03% 464
2025
Q2 		$5.64M Buy
88,876
+29,560
+50% +$1.81M 0.44% 36
2025
Q1 		$3.5M Sell
59,316
-55,546
-48% -$3.14M 0.3% 69
2024
Q4 		$6.03M Buy
114,862
+28,308
+33% +$1.55M 0.49% 26
2024
Q3 		$4.98M Buy
86,554
+45,927
+113% +$2.54M 0.48% 41
2024
Q2 		$2.15M Sell
40,627
-21,076
-34% -$1.15M 0.17% 117
2024
Q1 		$3.36M Sell
61,703
-64,014
-51% -$3.34M 0.26% 84
2023
Q4 		$6.55M Buy
125,717
+23,163
+23% +$1.15M 0.62% 22
2023
Q3 		$5.02M Buy
102,554
+33,882
+49% +$1.68M 0.55% 34
2023
Q2 		$3.36M Buy
68,672
+3,336
+5% +$164K 0.36% 66
2023
Q1 		$3.17M Sell
65,336
-67,972
-51% -$3.29M 0.36% 64
2022
Q4 		$6.12M Buy
133,308
+58,715
+79% +$2.55M 0.69% 35
2022
Q3 		$2.87M Sell
74,593
-9,380
-11% -$400K 0.38% 63
2022
Q2 		$3.64M Buy
83,973
+9,542
+13% +$454K 0.46% 51
2022
Q1 		$3.74M Sell
74,431
-1,314
-2% -$66.8K 0.41% 54
2021
Q4 		$3.82M Sell
75,745
-645
-0.8% -$32.9K 0.4% 59
2021
Q3 		$3.88M Buy
76,390
+8,183
+12% +$424K 0.45% 51
2021
Q2 		$3.53M Buy
68,207
+6,669
+11% +$353K 0.43% 56
2021
Q1 		$3.14M Buy
+61,538
New +$3.06M 0.41% 62
2018
Q4 		– Sell
-1,393
Closed -$69K – 443
2018
Q3 		$69K Hold
1,393
– – 0.01% 544
2018
Q2 		$72K Hold
1,393
– – 0.01% 554
2018
Q1 		$76K Buy
+1,393
New +$78.2K 0.02% 531

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

Mount Yale Investment Advisors's EFV Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 46% in Q2 2026, selling an estimated $4.51M and leaving 67,937 shares worth $5.2M. The position accounts for 0.1% of the portfolio, ranked #225.

Mount Yale Investment Advisors first reported a position in EFV in Q1 2018 and has held it in 25 quarters since. The position peaked at $9.38M in Q1 2026. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Mount Yale Investment Advisors held 67,937 shares of iShares MSCI EAFE Value ETF worth $5.2M as of Q2 2026.
  • Mount Yale Investment Advisors sold 58,187 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $4.51M.
  • iShares MSCI EAFE Value ETF made up 0.1% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #225 holding.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2018 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $9.38M in Q1 2026.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.