OIA
EFV icon

OneDigital Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

OneDigital Investment Advisors’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 		$77.8M Sell
1,016,945
-905,027
-47% -$70.1M 0.66% 33
2026
Q1 		$143M Buy
1,921,972
+22,287
+1% +$1.68M 1.4% 14
2025
Q4 		$136M Sell
1,899,685
-298,292
-14% -$20.7M 1.33% 17
2025
Q3 		$149M Sell
2,197,977
-281,525
-11% -$18.5M 1.53% 12
2025
Q2 		$157M Buy
2,479,502
+670,534
+37% +$41M 1.75% 8
2025
Q1 		$107M Sell
1,808,968
-592,569
-25% -$33.5M 1.26% 16
2024
Q4 		$126M Sell
2,401,537
-182,930
-7% -$10M 1.46% 13
2024
Q3 		$149M Buy
2,584,467
+1,265,161
+96% +$69.9M 1.7% 9
2024
Q2 		$70M Sell
1,319,306
-82,208
-6% -$4.47M 0.87% 24
2024
Q1 		$76.2M Sell
1,401,514
-307,536
-18% -$16.1M 1.2% 16
2023
Q4 		$89M Sell
1,709,050
-70,478
-4% -$3.49M 1.56% 8
2023
Q3 		$87.1M Buy
1,779,528
+651,752
+58% +$32.3M 1.89% 6
2023
Q2 		$55.2M Buy
1,127,776
+1,406
+0.1% +$69.2K 1.22% 16
2023
Q1 		$54.7M Sell
1,126,370
-42,618
-4% -$2.06M 1.28% 15
2022
Q4 		$53.6M Buy
1,168,988
+993,700
+567% +$43.1M 1.56% 14
2022
Q3 		$6.75M Buy
+175,288
New +$7.47M 0.25% 65
2022
Q2 		– Sell
-4,045
Closed -$203K – 738
2022
Q1 		$203K Sell
4,045
-1,134
-22% -$57.7K 0.01% 704
2021
Q4 		$261K Sell
5,179
-4,258
-45% -$217K 0.01% 636
2021
Q3 		$480K Buy
9,437
+476
+5% +$24.7K 0.02% 426
2021
Q2 		$464K Buy
8,961
+4,155
+86% +$220K 0.02% 425
2021
Q1 		$245K Buy
4,806
+137
+3% +$6.81K 0.01% 558
2020
Q4 		$220K Buy
+4,669
New +$206K 0.01% 575
2019
Q3 		– Sell
-835
Closed -$40K – 710
2019
Q2 		$40K Hold
835
– – ﹤0.01% 614
2019
Q1 		$41K Hold
835
– – 0.01% 532
2018
Q4 		$38K Sell
835
-2,690
-76% -$130K 0.01% 504
2018
Q3 		$183K Hold
3,525
– – 0.04% 193
2018
Q2 		$181K Hold
3,525
– – 0.04% 232
2018
Q1 		$193K Sell
3,525
-9,482
-73% -$532K 0.04% 234
2017
Q4 		$718K Buy
13,007
+12,764
+5,253% +$701K 0.08% 101
2017
Q3 		$13K Hold
243
– – ﹤0.01% 766
2017
Q2 		$13K Buy
+243
New +$12.6K ﹤0.01% 881

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OneDigital Investment Advisors's EFV Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 47% in Q2 2026, selling an estimated $70.1M and leaving 1,016,945 shares worth $77.8M. The position accounts for 0.66% of the portfolio, ranked #33.

OneDigital Investment Advisors first reported a position in EFV in Q2 2017 and has held it in 31 quarters since. The position peaked at $157M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • OneDigital Investment Advisors held 1,016,945 shares of iShares MSCI EAFE Value ETF worth $77.8M as of Q2 2026.
  • OneDigital Investment Advisors sold 905,027 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $70.1M.
  • iShares MSCI EAFE Value ETF made up 0.66% of OneDigital Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • OneDigital Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2017 and has held it in 31 quarters since.
  • OneDigital Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $157M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.