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Murphy & Mullick Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Murphy & Mullick Capital Management’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 		$14.1K Hold
190
– – 0.01% 435
2025
Q4 		$13.6K Hold
190
– – 0.01% 449
2025
Q3 		$12.9K Hold
190
– – 0.01% 438
2025
Q2 		$12K Sell
190
-490
-72% -$30K 0.01% 436
2025
Q1 		$40.1K Buy
680
+490
+258% +$27.7K 0.04% 287
2024
Q4 		$9.97K Buy
+190
New +$10.4K 0.01% 442

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 $12.8B AUM 19.38% 1-Year Est. Return

Murphy & Mullick Capital Management's EFV Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q1 2026 at 190 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #435.

Murphy & Mullick Capital Management first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. The position peaked at $40.1K in Q1 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Murphy & Mullick Capital Management held 190 shares of iShares MSCI EAFE Value ETF worth $14.1K as of Q1 2026.
  • Murphy & Mullick Capital Management left its iShares MSCI EAFE Value ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #435 holding.
  • Murphy & Mullick Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Murphy & Mullick Capital Management's iShares MSCI EAFE Value ETF position peaked at $40.1K in Q1 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.