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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
Q1 		$41.8K Hold
562
– – ﹤0.01% 238
2025
Q4 		$40.1K Hold
562
– – ﹤0.01% 253
2025
Q3 		$38.1K Sell
562
-60
-10% -$3.95K ﹤0.01% 259
2025
Q2 		$39.5K Buy
622
+1
+0.2% +$61 ﹤0.01% 230
2025
Q1 		$36.6K Hold
621
– – ﹤0.01% 223
2024
Q4 		$32.6K Buy
621
+1
+0.2% +$55 ﹤0.01% 219
2024
Q3 		$35.7K Hold
620
– – ﹤0.01% 224
2024
Q2 		$32.9K Buy
620
+215
+53% +$11.7K ﹤0.01% 222
2024
Q1 		$22K Sell
405
-139
-26% -$7.25K ﹤0.01% 227
2023
Q4 		$28.3K Buy
+544
New +$26.9K ﹤0.01% 204

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Phillips Financial Management's EFV Position: Q1 2026 in Review

Phillips Financial Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q1 2026 at 562 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Phillips Financial Management first reported a position in EFV in Q4 2023 and has held it in 10 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Phillips Financial Management held 562 shares of iShares MSCI EAFE Value ETF worth $41.8K as of Q1 2026.
  • Phillips Financial Management left its iShares MSCI EAFE Value ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #238 holding.
  • Phillips Financial Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.