Nations Financial Group
EFV icon

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
Q3 		$302K Sell
7,624
-3,586
-32% -$145K 0.02% 642
2026
Q2 		$429K Buy
11,210
+482
+4% +$18.7K 0.02% 575
2026
Q1 		$399K Buy
10,728
+262
+3% +$9.8K 0.02% 590
2025
Q4 		$374K Buy
10,466
+440
+4% +$15.3K 0.02% 580
2025
Q3 		$340K Buy
+10,026
New +$330K 0.02% 574
2017
Q3 		– Sell
-141,082
Closed -$3.65M – 149
2017
Q2 		$3.65M Sell
141,082
-5,538
-4% -$143K 3% 5
2017
Q1 		$3.69M Hold
146,620
– – 3.6% 3
2016
Q4 		$3.46M Sell
146,620
-6,740
-4% -$157K 3.74% 2
2016
Q3 		$3.54M Sell
153,360
-1,118
-0.7% -$25.1K 3.5% 2
2016
Q2 		$3.32M Buy
154,478
+19,346
+14% +$436K 3.48% 2
2016
Q1 		$3.03M Sell
135,132
-1,674
-1% -$36.2K 3.48% 2
2015
Q4 		$3.18M Buy
+136,806
New +$3.3M 4.14% 2

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Nations Financial Group's EFV Position: Q3 2026 in Review

Nations Financial Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 32% in Q3 2026, selling an estimated $145K and leaving 7,624 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #642.

Nations Financial Group first reported a position in EFV in Q4 2015 and has held it in 12 quarters since. The position peaked at $3.69M in Q1 2017. 1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Nations Financial Group held 7,624 shares of iShares MSCI EAFE Value ETF worth $302K as of Q3 2026.
  • Nations Financial Group sold 3,586 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $145K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Nations Financial Group's portfolio in Q3 2026, its #642 holding.
  • Nations Financial Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2015 and has held it in 12 quarters since.
  • Nations Financial Group's iShares MSCI EAFE Value ETF position peaked at $3.69M in Q1 2017.
  • 1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.