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Pittenger & Anderson Inc’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Pittenger & Anderson Inc’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 		$15.2K Buy
+198
New +$15.3K ﹤0.01% 381
2022
Q3 		– Sell
-110
Closed -$5K – 464
2022
Q2 		$5K Hold
110
– – ﹤0.01% 372
2022
Q1 		$6K Hold
110
– – ﹤0.01% 369
2021
Q4 		$6K Buy
+110
New +$5.62K ﹤0.01% 379

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

Pittenger & Anderson Inc's EFV Position: Q2 2026 in Review

Pittenger & Anderson Inc opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 198 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Pittenger & Anderson Inc previously reported a position in EFV as recently as Q2 2022.

Pittenger & Anderson Inc first reported a position in EFV in Q4 2021 and has held it in 4 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Pittenger & Anderson Inc held 198 shares of iShares MSCI EAFE Value ETF worth $15.2K as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Pittenger & Anderson Inc position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #381 holding.
  • Pittenger & Anderson Inc first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 4 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.