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

RHS Financial’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 		$286K Sell
3,846
-1,021
-21% -$76.7K 0.14% 116
2025
Q4 		$348K Sell
4,867
-410
-8% -$28.5K 0.17% 101
2025
Q3 		$358K Hold
5,277
– – 0.19% 91
2025
Q2 		$335K Sell
5,277
-6,612
-56% -$405K 0.19% 90
2025
Q1 		$701K Sell
11,889
-6,660
-36% -$377K 0.39% 58
2024
Q4 		$973K Sell
18,549
-112
-0.6% -$6.13K 0.5% 57
2024
Q3 		$1.07M Buy
18,661
+1,096
+6% +$60.5K 0.54% 50
2024
Q2 		$932K Sell
17,565
-2,369
-12% -$129K 0.57% 47
2024
Q1 		$1.08M Buy
19,934
+4,646
+30% +$243K 0.63% 39
2023
Q4 		$797K Buy
15,288
+2,260
+17% +$112K 0.5% 47
2023
Q3 		$637K Buy
13,028
+3,947
+43% +$196K 0.45% 54
2023
Q2 		$444K Sell
9,081
-75
-0.8% -$3.69K 0.33% 62
2023
Q1 		$444K Sell
9,156
-3,922
-30% -$190K 0.34% 61
2022
Q4 		$600K Buy
13,078
+4,495
+52% +$195K 0.48% 54
2022
Q3 		$331K Sell
8,583
-2,354
-22% -$100K 0.29% 64
2022
Q2 		$475K Buy
10,937
+1,523
+16% +$72.5K 0.39% 50
2022
Q1 		$473K Buy
9,414
+3,085
+49% +$157K 0.35% 51
2021
Q4 		$319K Buy
6,329
+427
+7% +$21.8K 0.22% 70
2021
Q3 		$300K Sell
5,902
-536
-8% -$27.8K 0.22% 73
2021
Q2 		$333K Buy
+6,438
New +$340K 0.25% 66

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RHS Financial's EFV Position: Q1 2026 in Review

RHS Financial reduced its iShares MSCI EAFE Value ETF (EFV) stake by 21% in Q1 2026, selling an estimated $76.7K and leaving 3,846 shares worth $286K. The position accounts for 0.14% of the portfolio, ranked #116.

RHS Financial first reported a position in EFV in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.08M in Q1 2024. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • RHS Financial held 3,846 shares of iShares MSCI EAFE Value ETF worth $286K as of Q1 2026.
  • RHS Financial sold 1,021 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $76.7K.
  • iShares MSCI EAFE Value ETF made up 0.14% of RHS Financial's portfolio in Q1 2026, its #116 holding.
  • RHS Financial first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and has held it in 20 quarters since.
  • RHS Financial's iShares MSCI EAFE Value ETF position peaked at $1.08M in Q1 2024.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.