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

My Legacy 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
2025
Q2 		$4.95M Buy
77,161
+20,529
+36% +$1.26M 1.76% 11
2025
Q1 		$3.34M Sell
56,632
-11,921
-17% -$674K 1.29% 16
2024
Q4 		$3.63M Buy
68,553
+4,742
+7% +$260K 1.41% 16
2024
Q3 		$3.67M Buy
63,811
+14,875
+30% +$821K 1.45% 15
2024
Q2 		$2.6M Sell
48,936
-21,755
-31% -$1.18M 0.83% 27
2024
Q1 		$3.85M Sell
70,691
-17,539
-20% -$915K 1.29% 15
2023
Q4 		$4.58M Buy
88,230
+4,387
+5% +$217K 1.65% 9
2023
Q3 		$4M Buy
83,843
+26,694
+47% +$1.32M 1.63% 9
2023
Q2 		$2.87M Buy
57,149
+5,558
+11% +$274K 1.13% 15
2023
Q1 		$2.53M Sell
51,591
-9,379
-15% -$454K 1.08% 18
2022
Q4 		$3M Buy
60,970
+24,907
+69% +$1.08M 1.28% 11
2022
Q3 		$1.4M Buy
36,063
+11,335
+46% +$483K 0.71% 32
2022
Q2 		$1.04M Buy
24,728
+16,117
+187% +$767K 0.52% 53
2022
Q1 		$433K Buy
+8,611
New +$438K 0.2% 142

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

My Legacy Advisors's EFV Position: Q2 2025 in Review

My Legacy Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 36% in Q2 2025, buying an estimated $1.26M and bringing the position to 77,161 shares worth $4.95M. The position accounts for 1.76% of the portfolio, ranked #11.

My Legacy Advisors first reported a position in EFV in Q1 2022 and has held it in 14 quarters since. 1,065 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

  • My Legacy Advisors held 77,161 shares of iShares MSCI EAFE Value ETF worth $4.95M as of Q2 2025.
  • My Legacy Advisors bought 20,529 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $1.26M.
  • iShares MSCI EAFE Value ETF made up 1.76% of My Legacy Advisors's portfolio in Q2 2025, its #11 holding.
  • My Legacy Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 14 quarters since.
  • 1,065 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.