HNH
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Hopwood Nicholas Hunter’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hopwood Nicholas Hunter’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
Q1 		$3.85M Sell
51,749
-7,076
-12% -$532K 1.22% 27
2025
Q4 		$4.2M Buy
+58,825
New +$4.09M 1.37% 24

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Hopwood Nicholas Hunter's EFV Position: Q1 2026 in Review

Hopwood Nicholas Hunter reduced its iShares MSCI EAFE Value ETF (EFV) stake by 12% in Q1 2026, selling an estimated $532K and leaving 51,749 shares worth $3.85M. The position accounts for 1.22% of the portfolio, ranked #27.

Hopwood Nicholas Hunter first reported a position in EFV in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.2M in Q4 2025. 1,261 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Hopwood Nicholas Hunter held 51,749 shares of iShares MSCI EAFE Value ETF worth $3.85M as of Q1 2026.
  • Hopwood Nicholas Hunter sold 7,076 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $532K.
  • iShares MSCI EAFE Value ETF made up 1.22% of Hopwood Nicholas Hunter's portfolio in Q1 2026, its #27 holding.
  • Hopwood Nicholas Hunter first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Hopwood Nicholas Hunter's iShares MSCI EAFE Value ETF position peaked at $4.2M in Q4 2025.
  • 1,261 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.