Phillips Financial Management
EFV icon

Phillips Financial Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Phillips Financial 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
Q3 		$44.5K Hold
1,122
– – ﹤0.01% 245
2026
Q2 		$43K Sell
1,122
-2
-0.2% -$77 ﹤0.01% 250
2026
Q1 		$41.8K Hold
1,124
– – ﹤0.01% 238
2025
Q4 		$40.1K Hold
1,124
– – ﹤0.01% 253
2025
Q3 		$38.1K Sell
1,124
-120
-10% -$3.95K ﹤0.01% 259
2025
Q2 		$39.5K Buy
1,244
+2
+0.2% +$61 ﹤0.01% 230
2025
Q1 		$36.6K Hold
1,242
– – ﹤0.01% 223
2024
Q4 		$32.6K Buy
1,242
+2
+0.2% +$55 ﹤0.01% 219
2024
Q3 		$35.7K Hold
1,240
– – ﹤0.01% 224
2024
Q2 		$32.9K Buy
1,240
+430
+53% +$11.7K ﹤0.01% 222
2024
Q1 		$22K Sell
810
-278
-26% -$7.26K ﹤0.01% 227
2023
Q4 		$28.3K Buy
+1,088
New +$26.9K ﹤0.01% 204

Other funds holding EFV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Phillips Financial Management's EFV Position: Q3 2026 in Review

Phillips Financial Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 1,122 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Phillips Financial Management first reported a position in EFV in Q4 2023 and has held it in 12 quarters since. 1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Phillips Financial Management held 1,122 shares of iShares MSCI EAFE Value ETF worth $44.5K as of Q3 2026.
  • Phillips Financial Management left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q3 2026, its #245 holding.
  • Phillips Financial Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.