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Narus Financial Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Narus Financial Partners’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 		$4.57M Buy
61,447
+240
+0.4% +$18K 1.2% 9
2025
Q4 		$4.37M Buy
61,207
+192
+0.3% +$13.3K 1.2% 9
2025
Q3 		$4.14M Buy
61,015
+5,243
+9% +$345K 1.13% 9
2025
Q2 		$3.54M Buy
55,772
+2,352
+4% +$144K 1.11% 11
2025
Q1 		$3.15M Buy
53,420
+1,807
+4% +$102K 1.07% 15
2024
Q4 		$2.71M Buy
51,613
+3,352
+7% +$184K 0.92% 21
2024
Q3 		$2.78M Buy
48,261
+1,030
+2% +$56.9K 1% 17
2024
Q2 		$2.51M Sell
47,231
-1,035
-2% -$56.3K 1.01% 19
2024
Q1 		$2.63M Buy
48,266
+1,770
+4% +$92.4K 1.12% 18
2023
Q4 		$2.42M Sell
46,496
-1,533
-3% -$75.9K 1.17% 16
2023
Q3 		$2.35M Buy
48,029
+1,037
+2% +$51.4K 1.21% 17
2023
Q2 		$2.3M Sell
46,992
-83
-0.2% -$4.09K 1.19% 17
2023
Q1 		$2.28M Buy
47,075
+93
+0.2% +$4.5K 1.24% 16
2022
Q4 		$2.16M Buy
46,982
+4,822
+11% +$209K 1.24% 14
2022
Q3 		$1.62M Buy
42,160
+3,294
+8% +$140K 1.03% 17
2022
Q2 		$1.69M Buy
38,866
+25,535
+192% +$1.22M 1.07% 14
2022
Q1 		$670K Buy
+13,331
New +$678K 0.37% 47
2021
Q1 		$513K Buy
+10,068
New +$501K 0.31% 47
2019
Q4 		$378K Buy
7,566
+563
+8% +$27.6K 0.26% 45
2019
Q3 		$332K Sell
7,003
-150
-2% -$6.99K 0.24% 48
2019
Q2 		$344K Buy
+7,153
New +$349K 0.27% 45

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

Narus Financial Partners's EFV Position: Q1 2026 in Review

Narus Financial Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.39% in Q1 2026, buying an estimated $18K and bringing the position to 61,447 shares worth $4.57M. The position accounts for 1.2% of the portfolio, ranked #9.

Narus Financial Partners first reported a position in EFV in Q2 2019 and has held it in 21 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Narus Financial Partners held 61,447 shares of iShares MSCI EAFE Value ETF worth $4.57M as of Q1 2026.
  • Narus Financial Partners bought 240 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $18K.
  • iShares MSCI EAFE Value ETF made up 1.2% of Narus Financial Partners's portfolio in Q1 2026, its #9 holding.
  • Narus Financial Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2019 and has held it in 21 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.