PIA
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Polaris Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Polaris Investment Advisors’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 		$4.72M Sell
61,689
-31,690
-34% -$2.45M 3.02% 10
2026
Q1 		$6.94M Buy
93,379
+1,865
+2% +$140K 5.06% 7
2025
Q4 		$6.54M Buy
+91,514
New +$6.36M 4.72% 8

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Polaris Investment Advisors's EFV Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 34% in Q2 2026, selling an estimated $2.45M and leaving 61,689 shares worth $4.72M. The position accounts for 3.02% of the portfolio, ranked #10.

Polaris Investment Advisors first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.94M in Q1 2026. 833 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Polaris Investment Advisors held 61,689 shares of iShares MSCI EAFE Value ETF worth $4.72M as of Q2 2026.
  • Polaris Investment Advisors sold 31,690 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.45M.
  • iShares MSCI EAFE Value ETF made up 3.02% of Polaris Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Polaris Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $6.94M in Q1 2026.
  • 833 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.