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Peapack-Gladstone Financial Corp’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Peapack-Gladstone Financial Corp’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 		$920K Buy
12,022
+777
+7% +$60.2K 0.01% 421
2026
Q1 		$836K Buy
11,245
+1,400
+14% +$105K 0.01% 413
2025
Q4 		$703K Buy
9,845
+307
+3% +$21.3K 0.01% 448
2025
Q3 		$647K Buy
9,538
+579
+6% +$38.1K 0.01% 460
2025
Q2 		$569K Buy
8,959
+2,200
+33% +$135K 0.01% 460
2025
Q1 		$398K Buy
6,759
+529
+8% +$29.9K 0.01% 517
2024
Q4 		$327K Buy
6,230
+1,200
+24% +$65.7K ﹤0.01% 552
2024
Q3 		$289K Sell
5,030
-40
-0.8% -$2.21K ﹤0.01% 580
2024
Q2 		$269K Buy
5,070
+75
+2% +$4.08K ﹤0.01% 580
2024
Q1 		$272K Sell
4,995
-450
-8% -$23.5K ﹤0.01% 585
2023
Q4 		$284K Sell
5,445
-2,060
-27% -$102K ﹤0.01% 578
2023
Q3 		$367K Hold
7,505
– – 0.01% 528
2023
Q2 		$367K Hold
7,505
– – 0.01% 529
2023
Q1 		$364K Sell
7,505
-800
-10% -$38.7K 0.01% 530
2022
Q4 		$381K Buy
+8,305
New +$361K 0.01% 502
2022
Q2 		– Sell
-4,055
Closed -$204K – 668
2022
Q1 		$204K Hold
4,055
– – ﹤0.01% 642
2021
Q4 		$204K Hold
4,055
– – ﹤0.01% 640
2021
Q3 		$206K Sell
4,055
-159
-4% -$8.24K ﹤0.01% 625
2021
Q2 		$218K Buy
+4,214
New +$223K 0.01% 581
2020
Q2 		– Sell
-20,005
Closed -$714K – 381
2020
Q1 		$714K Buy
+20,005
New +$890K 0.03% 236

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

Peapack-Gladstone Financial Corp's EFV Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp increased its iShares MSCI EAFE Value ETF (EFV) stake by 6.9% in Q2 2026, buying an estimated $60.2K and bringing the position to 12,022 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #421.

Peapack-Gladstone Financial Corp first reported a position in EFV in Q1 2020 and has held it in 20 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Peapack-Gladstone Financial Corp held 12,022 shares of iShares MSCI EAFE Value ETF worth $920K as of Q2 2026.
  • Peapack-Gladstone Financial Corp bought 777 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $60.2K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #421 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and has held it in 20 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.