Professional Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Professional Financial 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	$213K	Buy	2,787 +59	+2%	+$4.57K	0.04%	139
2026 Q1	$203K	Sell	2,728 -1,214	-31%	-$91.2K	0.04%	137
2025 Q4	$281K	Buy	3,942 +32	+0.8%	+$2.22K	0.06%	108
2025 Q3	$265K	Buy	3,910 +49	+1%	+$3.23K	0.06%	112
2025 Q2	$245K	Buy	3,861 +347	+10%	+$21.2K	0.06%	105
2025 Q1	$207K	Buy	+3,514	New	+$199K	0.05%	106
2022 Q4	–	Sell	-3,097	Closed	-$119K	–	183
2022 Q3	$119K	Buy	3,097 +5	+0.2%	+$213	0.07%	91
2022 Q2	$134K	Sell	3,092 -5	-0.2%	-$238	0.07%	92
2022 Q1	$156K	Buy	3,097 +1,358	+78%	+$69K	0.07%	83
2021 Q4	$88K	Buy	1,739 +14	+0.8%	+$715	0.04%	137
2021 Q3	$88K	Hold	1,725	–	–	0.05%	117
2021 Q2	$90K	Buy	1,725 +1,663	+2,682%	+$88K	0.05%	123
2021 Q1	$3K	Buy	+62	New	+$3.08K	﹤0.01%	310

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

Professional Financial Advisors's EFV Position: Q2 2026 in Review

Professional Financial Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.2% in Q2 2026, buying an estimated $4.57K and bringing the position to 2,787 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #139.

Professional Financial Advisors first reported a position in EFV in Q1 2021 and has held it in 13 quarters since. The position peaked at $281K in Q4 2025. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Professional Financial Advisors held 2,787 shares of iShares MSCI EAFE Value ETF worth $213K as of Q2 2026.
Professional Financial Advisors bought 59 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $4.57K.
iShares MSCI EAFE Value ETF made up 0.04% of Professional Financial Advisors's portfolio in Q2 2026, its #139 holding.
Professional Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 13 quarters since.
Professional Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $281K in Q4 2025.
1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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