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

Powell 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	$63.5K	Buy	830 +22	+3%	+$1.7K	0.02%	154
2026 Q1	$60.1K	Hold	808	–	–	0.02%	161
2025 Q4	$57.7K	Buy	808 +18	+2%	+$1.25K	0.02%	158
2025 Q3	$53.6K	Hold	790	–	–	0.02%	160
2025 Q2	$50.2K	Buy	790 +17	+2%	+$1.04K	0.02%	154
2025 Q1	$45.6K	Hold	773	–	–	0.02%	138
2024 Q4	$40.6K	Buy	773 +13	+2%	+$712	0.02%	148
2024 Q3	$43.7K	Hold	760	–	–	0.02%	140
2024 Q2	$40.3K	Buy	760 +22	+3%	+$1.2K	0.02%	140
2024 Q1	$40.2K	Hold	738	–	–	0.02%	138
2023 Q4	$38.5K	Buy	738 +13	+2%	+$643	0.02%	141
2023 Q3	$35.5K	Hold	725	–	–	0.02%	131
2023 Q2	$35.5K	Buy	725 +19	+3%	+$935	0.02%	123
2023 Q1	$34.3K	Hold	706	–	–	0.02%	124
2022 Q4	$32.4K	Buy	706 +8	+1%	+$347	0.02%	121
2022 Q3	$27K	Hold	698	–	–	0.02%	121
2022 Q2	$30K	Buy	698 +22	+3%	+$1.05K	0.02%	136
2022 Q1	$34K	Buy	676 +1	+0.1%	+$51	0.02%	123
2021 Q4	$34K	Buy	675 +14	+2%	+$715	0.02%	126
2021 Q3	$34K	Hold	661	–	–	0.02%	118
2021 Q2	$34K	Buy	661 +11	+2%	+$582	0.02%	115
2021 Q1	$33K	Hold	650	–	–	0.02%	117
2020 Q4	$31K	Buy	650 +9	+1%	+$397	0.02%	103
2020 Q3	$26K	Hold	641	–	–	0.02%	110
2020 Q2	$26K	Sell	641 -6,113	-91%	-$233K	0.03%	107
2020 Q1	$241K	Buy	+6,754	New	+$300K	0.29%	69

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Powell Investment Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.7% in Q2 2026, buying an estimated $1.7K and bringing the position to 830 shares worth $63.5K. The position accounts for 0.02% of the portfolio, ranked #154.

Powell Investment Advisors first reported a position in EFV in Q1 2020 and has held it in 26 quarters since. The position peaked at $241K in Q1 2020. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Powell Investment Advisors held 830 shares of iShares MSCI EAFE Value ETF worth $63.5K as of Q2 2026.
Powell Investment Advisors bought 22 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.7K.
iShares MSCI EAFE Value ETF made up 0.02% of Powell Investment Advisors's portfolio in Q2 2026, its #154 holding.
Powell Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and has held it in 26 quarters since.
Powell Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $241K in Q1 2020.
1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.