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Regal Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Regal Investment 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 		$7.58M Sell
98,986
-104,176
-51% -$8.07M 0.39% 58
2026
Q1 		$15.1M Buy
203,162
+6,283
+3% +$472K 0.87% 20
2025
Q4 		$14.1M Buy
196,879
+8,257
+4% +$574K 0.84% 22
2025
Q3 		$12.8M Sell
188,622
-27,411
-13% -$1.81M 0.83% 22
2025
Q2 		$13.7M Buy
216,033
+73,387
+51% +$4.49M 1.03% 16
2025
Q1 		$8.41M Sell
142,646
-35,404
-20% -$2M 0.68% 32
2024
Q4 		$9.34M Buy
178,050
+10,486
+6% +$574K 0.7% 30
2024
Q3 		$9.64M Buy
167,564
+111,891
+201% +$6.18M 0.68% 28
2024
Q2 		$2.95M Sell
55,673
-26,187
-32% -$1.42M 0.19% 138
2024
Q1 		$4.45M Sell
81,860
-57,964
-41% -$3.03M 0.3% 95
2023
Q4 		$7.28M Sell
139,824
-17,413
-11% -$862K 0.55% 46
2023
Q3 		$7.69M Buy
157,237
+55,520
+55% +$2.75M 0.65% 36
2023
Q2 		$4.98M Buy
101,717
+234
+0.2% +$11.5K 0.42% 72
2023
Q1 		$4.92M Buy
101,483
+4,785
+5% +$232K 0.43% 67
2022
Q4 		$4.44M Buy
96,698
+10,055
+12% +$436K 0.43% 65
2022
Q3 		$3.34M Sell
86,643
-20,284
-19% -$865K 0.35% 77
2022
Q2 		$4.64M Buy
106,927
+8,329
+8% +$397K 0.48% 57
2022
Q1 		$4.96M Sell
98,598
-7,225
-7% -$367K 0.45% 59
2021
Q4 		$5.33M Buy
105,823
+12,776
+14% +$652K 0.47% 54
2021
Q3 		$4.73M Buy
93,047
+6,429
+7% +$333K 0.46% 56
2021
Q2 		$4.48M Buy
+86,618
New +$4.58M 0.45% 57
2015
Q4 		– Sell
-535
Closed -$24K – 438
2015
Q3 		$24K Sell
535
-80
-13% -$4.04K 0.01% 530
2015
Q2 		$32K Hold
615
– – 0.01% 490
2015
Q1 		$33K Buy
615
+415
+208% +$21.8K 0.01% 494
2014
Q4 		$10K Buy
200
+129
+182% +$6.81K ﹤0.01% 631
2014
Q3 		$4K Sell
71
-190
-73% -$10.8K ﹤0.01% 818
2014
Q2 		$15K Hold
261
– – 0.01% 593
2014
Q1 		$15K Hold
261
– – 0.01% 571
2013
Q4 		$15K Sell
261
-2,769
-91% -$155K 0.01% 515
2013
Q3 		$165K Sell
3,030
-10,594
-78% -$551K 0.1% 183
2013
Q2 		$674K Buy
+13,624
New +$700K 0.37% 90

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

Regal Investment Advisors's EFV Position: Q2 2026 in Review

Regal Investment Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 51% in Q2 2026, selling an estimated $8.07M and leaving 98,986 shares worth $7.58M. The position accounts for 0.39% of the portfolio, ranked #58.

Regal Investment Advisors first reported a position in EFV in Q2 2013 and has held it in 31 quarters since. The position peaked at $15.1M in Q1 2026. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Regal Investment Advisors held 98,986 shares of iShares MSCI EAFE Value ETF worth $7.58M as of Q2 2026.
  • Regal Investment Advisors sold 104,176 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $8.07M.
  • iShares MSCI EAFE Value ETF made up 0.39% of Regal Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Regal Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2013 and has held it in 31 quarters since.
  • Regal Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $15.1M in Q1 2026.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.