NWF Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

NWF 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	$751K	Buy	9,814 +4,166	+74%	+$323K	0.07%	169
2026 Q1	$420K	Buy	+5,648	New	+$424K	0.05%	236

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NWF Advisory Services's EFV Position: Q2 2026 in Review

NWF Advisory Services increased its iShares MSCI EAFE Value ETF (EFV) stake by 74% in Q2 2026, buying an estimated $323K and bringing the position to 9,814 shares worth $751K. The position accounts for 0.07% of the portfolio, ranked #169.

NWF Advisory Services first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

NWF Advisory Services held 9,814 shares of iShares MSCI EAFE Value ETF worth $751K as of Q2 2026.
NWF Advisory Services bought 4,166 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $323K.
iShares MSCI EAFE Value ETF made up 0.07% of NWF Advisory Services's portfolio in Q2 2026, its #169 holding.
NWF Advisory Services first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.