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RDA Financial Network’s iShares MSCI EAFE Value ETF EFV Stock Holding History

RDA Financial Network’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 		– Sell
-11,151
Closed -$829K – 291
2026
Q1 		$829K Sell
11,151
-10,564
-49% -$794K 0.21% 110
2025
Q4 		$1.55M Buy
21,715
+306
+1% +$21.3K 0.37% 79
2025
Q3 		$1.45M Sell
21,409
-3,467
-14% -$228K 0.36% 88
2025
Q2 		$1.58M Buy
24,876
+7,915
+47% +$484K 0.43% 71
2025
Q1 		$1,000K Sell
16,961
-7,446
-31% -$421K 0.3% 96
2024
Q4 		$1.28M Buy
24,407
+14,816
+154% +$811K 0.37% 81
2024
Q3 		$552K Buy
9,591
+1,348
+16% +$74.4K 0.17% 131
2024
Q2 		$437K Buy
+8,243
New +$448K 0.14% 143
2024
Q1 		– Sell
-4,252
Closed -$222K – 227
2023
Q4 		$222K Sell
4,252
-1,057
-20% -$52.3K 0.08% 210
2023
Q3 		$260K Buy
+5,309
New +$263K 0.11% 180
2023
Q1 		– Sell
-4,676
Closed -$215K – 223
2022
Q4 		$215K Buy
+4,676
New +$203K 0.11% 195
2022
Q3 		– Sell
-5,624
Closed -$244K – 204
2022
Q2 		$244K Sell
5,624
-748
-12% -$35.6K 0.12% 169
2022
Q1 		$320K Sell
6,372
-61,133
-91% -$3.11M 0.14% 160
2021
Q4 		$3.4M Buy
67,505
+2,692
+4% +$137K 1.39% 18
2021
Q3 		$3.3M Buy
64,813
+605
+0.9% +$31.3K 1.45% 13
2021
Q2 		$3.32M Sell
64,208
-252
-0.4% -$13.3K 1.47% 13
2021
Q1 		$3.29M Sell
64,460
-50
-0.1% -$2.49K 1.41% 12
2020
Q4 		$3.04M Sell
64,510
-1,708
-3% -$75.3K 1.37% 12
2020
Q3 		$2.67M Buy
66,218
+12,385
+23% +$512K 1.21% 16
2020
Q2 		$2.15M Buy
53,833
+554
+1% +$21.1K 1.07% 20
2020
Q1 		$1.9M Buy
53,279
+4,340
+9% +$193K 1.15% 20
2019
Q4 		$2.38M Buy
48,939
+426
+0.9% +$20.9K 0.97% 19
2019
Q3 		$2.41M Sell
48,513
-1,266
-3% -$59K 1.03% 18
2019
Q2 		$2.4M Buy
49,779
+2,073
+4% +$101K 1.08% 16
2019
Q1 		$2.4M Buy
+47,706
New +$2.3M 1.13% 17

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

RDA Financial Network's EFV Position: Q2 2026 in Review

RDA Financial Network sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 11,151 shares — an estimated $829K sold.

RDA Financial Network first reported a position in EFV in Q1 2019 and held it in 25 quarters. The position peaked at $3.4M in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • RDA Financial Network reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • RDA Financial Network sold 11,151 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $829K.
  • RDA Financial Network first reported a position in iShares MSCI EAFE Value ETF in Q1 2019 and held it in 25 quarters.
  • RDA Financial Network's iShares MSCI EAFE Value ETF position peaked at $3.4M in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.