Palisade Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Palisade Asset Management’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	$573K	Hold	7,482	–	–	0.05%	149
2026 Q1	$556K	Hold	7,482	–	–	0.06%	141
2025 Q4	$534K	Hold	7,482	–	–	0.05%	141
2025 Q3	$508K	Buy	7,482 +12	+0.2%	+$790	0.05%	147
2025 Q2	$474K	Hold	7,470	–	–	0.05%	151
2025 Q1	$440K	Hold	7,470	–	–	0.05%	157
2024 Q4	$392K	Sell	7,470 -27	-0.4%	-$1.48K	0.04%	161
2024 Q3	$431K	Buy	7,497 +27	+0.4%	+$1.49K	0.04%	158
2024 Q2	$396K	Hold	7,470	–	–	0.04%	162
2024 Q1	$406K	Hold	7,470	–	–	0.04%	163
2023 Q4	$389K	Hold	7,470	–	–	0.04%	158
2023 Q3	$366K	Hold	7,470	–	–	0.04%	158
2023 Q2	$366K	Buy	+7,470	New	+$368K	0.04%	157

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

Palisade Asset Management's EFV Position: Q2 2026 in Review

Palisade Asset Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 7,482 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #149.

Palisade Asset Management first reported a position in EFV in Q2 2023 and has held it in 13 quarters since. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Palisade Asset Management held 7,482 shares of iShares MSCI EAFE Value ETF worth $573K as of Q2 2026.
Palisade Asset Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.05% of Palisade Asset Management's portfolio in Q2 2026, its #149 holding.
Palisade Asset Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 13 quarters since.
418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.