Phillip James Consulting’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Phillip James Consulting’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 Q3	$7.6M	Buy	+192,062	New	+$7.74M	5.12%	3

Other funds holding EFV

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Phillip James Consulting's EFV Position: Q3 2026 in Review

Phillip James Consulting opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 192,062 shares worth $7.6M. The stake represents 5.12% of the portfolio and ranks #3 among its holdings.

1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Phillip James Consulting held 192,062 shares of iShares MSCI EAFE Value ETF worth $7.6M as of Q3 2026.
iShares MSCI EAFE Value ETF was a new Phillip James Consulting position in Q3 2026.
iShares MSCI EAFE Value ETF made up 5.12% of Phillip James Consulting's portfolio in Q3 2026, its #3 holding.
1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.