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

Prime Capital 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 		$361K Sell
4,718
-817
-15% -$63.3K ﹤0.01% 797
2026
Q1 		$412K Buy
5,535
+542
+11% +$40.7K ﹤0.01% 729
2025
Q4 		$357K Buy
4,993
+735
+17% +$51.1K ﹤0.01% 754
2025
Q3 		$289K Buy
+4,258
New +$280K ﹤0.01% 808
2025
Q2 		– Sell
-4,465
Closed -$263K – 1006
2025
Q1 		$263K Buy
4,465
+447
+11% +$25.3K ﹤0.01% 879
2024
Q4 		$211K Sell
4,018
-1,851
-32% -$101K ﹤0.01% 851
2024
Q3 		$338K Sell
5,869
-2,309
-28% -$128K ﹤0.01% 691
2024
Q2 		$434K Sell
8,178
-7,692
-48% -$418K 0.01% 614
2024
Q1 		$863K Sell
15,870
-5,435
-26% -$284K 0.01% 489
2023
Q4 		$1.11M Buy
+21,305
New +$1.05M 0.02% 413
2023
Q3 		– Sell
-4,993
Closed -$244K – 771
2023
Q2 		$244K Sell
4,993
-287
-5% -$14.1K ﹤0.01% 660
2023
Q1 		$256K Sell
5,280
-1,465
-22% -$70.9K 0.01% 456
2022
Q4 		$309K Buy
6,745
+1,114
+20% +$48.4K 0.01% 420
2022
Q3 		$217K Sell
5,631
-1,212
-18% -$51.7K 0.01% 365
2022
Q2 		$297K Buy
6,843
+131
+2% +$6.24K 0.02% 297
2022
Q1 		$338K Hold
6,712
– – 0.02% 282
2021
Q4 		$338K Buy
+6,712
New +$343K 0.02% 282
2021
Q3 		– Sell
-7,840
Closed -$406K – 316
2021
Q2 		$406K Buy
+7,840
New +$415K 0.02% 269
2018
Q3 		– Sell
-8,566
Closed -$440K – 281
2018
Q2 		$440K Buy
+8,566
New +$468K 0.19% 91

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Prime Capital Investment Advisors's EFV Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 15% in Q2 2026, selling an estimated $63.3K and leaving 4,718 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Prime Capital Investment Advisors first reported a position in EFV in Q2 2018 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2023. 1,011 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Prime Capital Investment Advisors held 4,718 shares of iShares MSCI EAFE Value ETF worth $361K as of Q2 2026.
  • Prime Capital Investment Advisors sold 817 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $63.3K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #797 holding.
  • Prime Capital Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2018 and has held it in 19 quarters since.
  • Prime Capital Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $1.11M in Q4 2023.
  • 1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.