QP
EFV icon

Quartz Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Quartz Partners’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 		$1.88M Buy
24,547
+5,182
+27% +$401K 0.62% 44
2026
Q1 		$1.44M Sell
19,365
-2,077
-10% -$156K 0.56% 47
2025
Q4 		$1.53M Buy
21,442
+1,000
+5% +$69.5K 0.57% 43
2025
Q3 		$1.39M Buy
20,442
+1,097
+6% +$72.3K 0.5% 48
2025
Q2 		$1.23M Sell
19,345
-180
-0.9% -$11K 0.56% 45
2025
Q1 		$1.15M Buy
19,525
+12,113
+163% +$685K 0.7% 42
2024
Q4 		$389K Buy
7,412
+46
+0.6% +$2.52K 0.24% 110
2024
Q3 		$424K Buy
+7,366
New +$407K 0.27% 104

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Quartz Partners's EFV Position: Q2 2026 in Review

Quartz Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 27% in Q2 2026, buying an estimated $401K and bringing the position to 24,547 shares worth $1.88M. The position accounts for 0.62% of the portfolio, ranked #44.

Quartz Partners first reported a position in EFV in Q3 2024 and has held it in 8 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Quartz Partners held 24,547 shares of iShares MSCI EAFE Value ETF worth $1.88M as of Q2 2026.
  • Quartz Partners bought 5,182 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $401K.
  • iShares MSCI EAFE Value ETF made up 0.62% of Quartz Partners's portfolio in Q2 2026, its #44 holding.
  • Quartz Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.