Quarry Hill Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Quarry Hill 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	$468K	Sell	6,120 -742	-11%	-$57.5K	0.18%	40
2026 Q1	$539K	Sell	6,862 -801	-10%	-$60.2K	0.22%	40
2025 Q4	$547K	Sell	7,663 -631	-8%	-$43.8K	0.25%	37
2025 Q3	$563K	Sell	8,294 -20	-0.2%	-$1.32K	0.29%	35
2025 Q2	$528K	Buy	8,314 +105	+1%	+$6.42K	0.31%	34
2025 Q1	$484K	Hold	8,209	–	–	0.31%	36
2024 Q4	$431K	Hold	8,209	–	–	0.29%	35
2024 Q3	$472K	Sell	8,209 -564	-6%	-$31.1K	0.32%	35
2024 Q2	$465K	Hold	8,773	–	–	0.31%	34
2024 Q1	$477K	Hold	8,773	–	–	0.35%	33
2023 Q4	$457K	Hold	8,773	–	–	0.37%	32
2023 Q3	$429K	Hold	8,773	–	–	0.39%	28
2023 Q2	$429K	Hold	8,773	–	–	0.39%	28
2023 Q1	$426K	Sell	8,773 -1,112	-11%	-$53.8K	0.4%	27
2022 Q4	$454K	Buy	+9,885	New	+$429K	0.46%	26

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Quarry Hill Advisors's EFV Position: Q2 2026 in Review

Quarry Hill Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q2 2026, selling an estimated $57.5K and leaving 6,120 shares worth $468K. The position accounts for 0.18% of the portfolio, ranked #40.

Quarry Hill Advisors first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $563K in Q3 2025. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Quarry Hill Advisors held 6,120 shares of iShares MSCI EAFE Value ETF worth $468K as of Q2 2026.
Quarry Hill Advisors sold 742 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $57.5K.
iShares MSCI EAFE Value ETF made up 0.18% of Quarry Hill Advisors's portfolio in Q2 2026, its #40 holding.
Quarry Hill Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
Quarry Hill Advisors's iShares MSCI EAFE Value ETF position peaked at $563K in Q3 2025.
615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Quarry Hill Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.