Nations Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Nations Financial Group’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	$429K	Buy	5,605 +241	+4%	+$18.7K	0.02%	575
2026 Q1	$399K	Buy	5,364 +131	+3%	+$9.85K	0.02%	590
2025 Q4	$374K	Buy	5,233 +220	+4%	+$15.3K	0.02%	580
2025 Q3	$340K	Buy	+5,013	New	+$330K	0.02%	574
2017 Q3	–	Sell	-70,541	Closed	-$3.65M	–	149
2017 Q2	$3.65M	Sell	70,541 -2,769	-4%	-$143K	3%	5
2017 Q1	$3.69M	Hold	73,310	–	–	3.6%	3
2016 Q4	$3.46M	Sell	73,310 -3,370	-4%	-$157K	3.74%	2
2016 Q3	$3.54M	Sell	76,680 -559	-0.7%	-$25.1K	3.5%	2
2016 Q2	$3.32M	Buy	77,239 +9,673	+14%	+$436K	3.48%	2
2016 Q1	$3.03M	Sell	67,566 -837	-1%	-$36.2K	3.48%	2
2015 Q4	$3.18M	Buy	+68,403	New	+$3.3M	4.14%	2

Other funds holding EFV

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

SEIA

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Nations Financial Group's EFV Position: Q2 2026 in Review

Nations Financial Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 4.5% in Q2 2026, buying an estimated $18.7K and bringing the position to 5,605 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #575.

Nations Financial Group first reported a position in EFV in Q4 2015 and has held it in 11 quarters since. The position peaked at $3.69M in Q1 2017. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Nations Financial Group held 5,605 shares of iShares MSCI EAFE Value ETF worth $429K as of Q2 2026.
Nations Financial Group bought 241 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $18.7K.
iShares MSCI EAFE Value ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #575 holding.
Nations Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2015 and has held it in 11 quarters since.
Nations Financial Group's iShares MSCI EAFE Value ETF position peaked at $3.69M in Q1 2017.
418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.