PCH
EFV icon

PGIM Custom Harvest’s iShares MSCI EAFE Value ETF EFV Stock Holding History

PGIM Custom Harvest’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 		$293K Buy
3,822
+712
+23% +$55.1K ﹤0.01% 249
2026
Q1 		$231K Buy
+3,110
New +$234K ﹤0.01% 248
2023
Q1 		– Sell
-7,530
Closed -$345K – 204
2022
Q4 		$345K Buy
+7,530
New +$327K 0.02% 152

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

PGIM Custom Harvest's EFV Position: Q2 2026 in Review

PGIM Custom Harvest increased its iShares MSCI EAFE Value ETF (EFV) stake by 23% in Q2 2026, buying an estimated $55.1K and bringing the position to 3,822 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

PGIM Custom Harvest first reported a position in EFV in Q4 2022 and has held it in 3 quarters since. The position peaked at $345K in Q4 2022. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • PGIM Custom Harvest held 3,822 shares of iShares MSCI EAFE Value ETF worth $293K as of Q2 2026.
  • PGIM Custom Harvest bought 712 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $55.1K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #249 holding.
  • PGIM Custom Harvest first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 3 quarters since.
  • PGIM Custom Harvest's iShares MSCI EAFE Value ETF position peaked at $345K in Q4 2022.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.