PFS
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Prospera Financial Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Prospera Financial Services’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 		$10.5M Buy
137,070
+7,358
+6% +$570K 0.15% 150
2026
Q1 		$9.64M Sell
129,712
-15,967
-11% -$1.2M 0.16% 150
2025
Q4 		$10.4M Buy
145,679
+42,336
+41% +$2.94M 0.17% 125
2025
Q3 		$7.01M Buy
103,343
+5,387
+5% +$355K 0.12% 186
2025
Q2 		$6.22M Buy
97,956
+49,073
+100% +$3M 0.12% 194
2025
Q1 		$2.88M Sell
48,883
-9,045
-16% -$512K 0.07% 304
2024
Q4 		$3.04M Sell
57,928
-33,374
-37% -$1.83M 0.07% 284
2024
Q3 		$5.25M Buy
91,302
+52,238
+134% +$2.88M 0.13% 171
2024
Q2 		$2.07M Sell
39,064
-7,953
-17% -$432K 0.06% 332
2024
Q1 		$2.56M Buy
47,017
+1,206
+3% +$62.9K 0.08% 289
2023
Q4 		$2.39M Sell
45,811
-1,698
-4% -$84K 0.08% 281
2023
Q3 		$2.32M Buy
47,509
+2,096
+5% +$104K 0.09% 245
2023
Q2 		$2.22M Buy
45,413
+12,822
+39% +$631K 0.09% 252
2023
Q1 		$1.58M Buy
32,591
+13,810
+74% +$668K 0.07% 305
2022
Q4 		$862K Sell
18,781
-1,320
-7% -$57.3K 0.04% 390
2022
Q3 		$774K Buy
20,101
+5,645
+39% +$241K 0.04% 423
2022
Q2 		$628K Sell
14,456
-12,802
-47% -$610K 0.03% 464
2022
Q1 		$1.37M Buy
27,258
+20,956
+333% +$1.07M 0.06% 351
2021
Q4 		$318K Buy
6,302
+2,058
+48% +$105K 0.01% 691
2021
Q3 		$216K Buy
4,244
+383
+10% +$19.8K 0.01% 748
2021
Q2 		$200K Buy
+3,861
New +$204K 0.01% 762
2021
Q1 		– Sell
-5,536
Closed -$262K – 751
2020
Q4 		$262K Buy
5,536
+1,029
+23% +$45.4K 0.02% 570
2020
Q3 		$182K Sell
4,507
-1,481
-25% -$61.3K 0.07% 254
2020
Q2 		$239K Sell
5,988
-1,724
-22% -$65.8K 0.02% 500
2020
Q1 		$275K Sell
7,712
-1,300
-14% -$57.8K 0.03% 410
2019
Q4 		$450K Buy
9,012
+1,645
+22% +$80.6K 0.03% 400
2019
Q3 		$349K Buy
+7,367
New +$343K 0.04% 398

Other funds holding EFV

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Prospera Financial Services's EFV Position: Q2 2026 in Review

Prospera Financial Services increased its iShares MSCI EAFE Value ETF (EFV) stake by 5.7% in Q2 2026, buying an estimated $570K and bringing the position to 137,070 shares worth $10.5M. The position accounts for 0.15% of the portfolio, ranked #150.

Prospera Financial Services first reported a position in EFV in Q3 2019 and has held it in 27 quarters since. 356 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Prospera Financial Services held 137,070 shares of iShares MSCI EAFE Value ETF worth $10.5M as of Q2 2026.
  • Prospera Financial Services bought 7,358 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $570K.
  • iShares MSCI EAFE Value ETF made up 0.15% of Prospera Financial Services's portfolio in Q2 2026, its #150 holding.
  • Prospera Financial Services first reported a position in iShares MSCI EAFE Value ETF in Q3 2019 and has held it in 27 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.