PIA
EFV icon

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Powell Investment Advisors's EFV Position: Q1 2026 in Review

Powell Investment Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q1 2026 at 808 shares worth $60.1K. The position accounts for 0.02% of the portfolio, ranked #161.

Powell Investment Advisors first reported a position in EFV in Q1 2020 and has held it in 25 quarters since. The position peaked at $241K in Q1 2020. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Powell Investment Advisors held 808 shares of iShares MSCI EAFE Value ETF worth $60.1K as of Q1 2026.
  • Powell Investment Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.02% of Powell Investment Advisors's portfolio in Q1 2026, its #161 holding.
  • Powell Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Powell Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $241K in Q1 2020.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.