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Piedmont Capital Management (North Carolina)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Piedmont Capital Management (North Carolina)’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 		$218K Hold
2,853
– – 0.13% 102
2026
Q1 		$212K Buy
+2,853
New +$214K 0.14% 100

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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

Piedmont Capital Management (North Carolina)'s EFV Position: Q2 2026 in Review

Piedmont Capital Management (North Carolina) held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 2,853 shares worth $218K. The position accounts for 0.13% of the portfolio, ranked #102.

Piedmont Capital Management (North Carolina) first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Piedmont Capital Management (North Carolina) held 2,853 shares of iShares MSCI EAFE Value ETF worth $218K as of Q2 2026.
  • Piedmont Capital Management (North Carolina) left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.13% of Piedmont Capital Management (North Carolina)'s portfolio in Q2 2026, its #102 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q2 2026, filed 13 Aug 2026.