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Partners Capital Investment Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Partners Capital Investment 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 		$484K Hold
6,324
– – 0.02% 143
2026
Q1 		$470K Hold
6,324
– – 0.02% 130
2025
Q4 		$452K Hold
6,324
– – 0.02% 127
2025
Q3 		$429K Hold
6,324
– – 0.02% 135
2025
Q2 		$401K Sell
6,324
-6,323
-50% -$387K 0.02% 136
2025
Q1 		$745K Buy
12,647
+6,323
+100% +$358K 0.01% 143
2024
Q4 		$332K Sell
6,324
-6,323
-50% -$346K 0.01% 121
2024
Q3 		$728K Hold
12,647
– – 0.01% 143
2024
Q2 		$669K Sell
12,647
-52,707
-81% -$2.87M 0.01% 151
2024
Q1 		$3.56M Sell
65,354
-7,073
-10% -$369K 0.1% 93
2023
Q4 		$3.77M Buy
72,427
+227
+0.3% +$11.2K 0.08% 107
2023
Q3 		$3.53M Hold
72,200
– – 0.08% 109
2023
Q2 		$3.53M Buy
72,200
+66,152
+1,094% +$3.26M 0.08% 114
2023
Q1 		$294K Hold
6,048
– – 0.01% 118
2022
Q4 		$277K Sell
6,048
-15,006
-71% -$651K 0.01% 122
2022
Q3 		$811K Hold
21,054
– – 0.05% 108
2022
Q2 		$914K Buy
+21,054
New +$1M 0.06% 95

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

Partners Capital Investment Group's EFV Position: Q2 2026 in Review

Partners Capital Investment Group held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 6,324 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #143.

Partners Capital Investment Group first reported a position in EFV in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.77M in Q4 2023. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Partners Capital Investment Group held 6,324 shares of iShares MSCI EAFE Value ETF worth $484K as of Q2 2026.
  • Partners Capital Investment Group left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.02% of Partners Capital Investment Group's portfolio in Q2 2026, its #143 holding.
  • Partners Capital Investment Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Partners Capital Investment Group's iShares MSCI EAFE Value ETF position peaked at $3.77M in Q4 2023.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.