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Portfolio Resources Advisor Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Portfolio Resources Advisor Group’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 		$1.71M Sell
22,388
-35,854
-62% -$2.78M 1.45% 19
2026
Q1 		$4.33M Buy
58,242
+604
+1% +$45.4K 4.3% 8
2025
Q4 		$4.12M Buy
+57,638
New +$4.01M 4.11% 9

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

Portfolio Resources Advisor Group's EFV Position: Q2 2026 in Review

Portfolio Resources Advisor Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 62% in Q2 2026, selling an estimated $2.78M and leaving 22,388 shares worth $1.71M. The position accounts for 1.45% of the portfolio, ranked #19.

Portfolio Resources Advisor Group first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.33M in Q1 2026. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Portfolio Resources Advisor Group held 22,388 shares of iShares MSCI EAFE Value ETF worth $1.71M as of Q2 2026.
  • Portfolio Resources Advisor Group sold 35,854 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.78M.
  • iShares MSCI EAFE Value ETF made up 1.45% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #19 holding.
  • Portfolio Resources Advisor Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Portfolio Resources Advisor Group's iShares MSCI EAFE Value ETF position peaked at $4.33M in Q1 2026.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.