N.E.W. Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

N.E.W. Advisory Services’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	$11M	Buy	144,126 +8,761	+6%	+$678K	0.74%	27
2026 Q1	$10.1M	Sell	135,365 -3,979	-3%	-$299K	0.75%	26
2025 Q4	$9.95M	Buy	139,344 +22,254	+19%	+$1.55M	0.74%	27
2025 Q3	$7.94M	Buy	117,090 +1,627	+1%	+$107K	0.71%	23
2025 Q2	$7.33M	Sell	115,463 -63,882	-36%	-$3.91M	0.71%	24
2025 Q1	$10.6M	Buy	179,345 +25,099	+16%	+$1.42M	0.81%	33
2024 Q4	$8.09M	Buy	154,246 +10,204	+7%	+$559K	0.77%	26
2024 Q3	$8.29M	Buy	144,042 +250	+0.2%	+$13.8K	0.82%	27
2024 Q2	$7.63M	Buy	143,792 +2,189	+2%	+$119K	0.82%	27
2024 Q1	$7.7M	Buy	141,603 +746	+0.5%	+$38.9K	0.85%	24
2023 Q4	$7.34M	Sell	140,857 -4,381	-3%	-$217K	0.89%	23
2023 Q3	$7.11M	Buy	145,238 +4,206	+3%	+$208K	1.01%	23
2023 Q2	$6.9M	Sell	141,032 -4,707	-3%	-$232K	0.96%	23
2023 Q1	$7.07M	Sell	145,739 -16,769	-10%	-$812K	1.03%	23
2022 Q4	$7.46M	Buy	162,508 +6,914	+4%	+$300K	1.17%	20
2022 Q3	$6M	Sell	155,594 -211,649	-58%	-$9.02M	1.09%	23
2022 Q2	$15.9M	Buy	367,243 +84,526	+30%	+$4.02M	2.79%	9
2022 Q1	$14.4M	Sell	282,717 -66,670	-19%	-$3.39M	2.73%	9
2021 Q4	$17.6M	Buy	349,387 +11,958	+4%	+$611K	2.66%	10
2021 Q3	$17.2M	Buy	337,429 +22,749	+7%	+$1.18M	2.8%	10
2021 Q2	$16.3M	Buy	314,680 +31,963	+11%	+$1.69M	2.73%	10
2021 Q1	$14.5M	Buy	282,717 +26,767	+10%	+$1.33M	2.72%	9
2020 Q4	$12.1M	Buy	255,950 +27,413	+12%	+$1.21M	2.54%	11
2020 Q3	$9.2M	Buy	228,537 +9,596	+4%	+$397K	2.6%	12
2020 Q2	$8.75M	Buy	+218,941	New	+$8.35M	2.72%	12
2019 Q4	$8.64M	Buy	+173,273	New	+$8.49M	2.8%	12

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

N.E.W. Advisory Services's EFV Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares MSCI EAFE Value ETF (EFV) stake by 6.5% in Q2 2026, buying an estimated $678K and bringing the position to 144,126 shares worth $11M. The position accounts for 0.74% of the portfolio, ranked #27.

N.E.W. Advisory Services first reported a position in EFV in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.6M in Q4 2021. 917 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

N.E.W. Advisory Services held 144,126 shares of iShares MSCI EAFE Value ETF worth $11M as of Q2 2026.
N.E.W. Advisory Services bought 8,761 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $678K.
iShares MSCI EAFE Value ETF made up 0.74% of N.E.W. Advisory Services's portfolio in Q2 2026, its #27 holding.
N.E.W. Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's iShares MSCI EAFE Value ETF position peaked at $17.6M in Q4 2021.
917 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.