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Richmond Investment Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Richmond Investment Services’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
-17,668
Closed -$1.31M – 172
2026
Q1 		$1.31M Buy
17,668
+2,120
+14% +$159K 0.21% 75
2025
Q4 		$1.11M Buy
15,548
+195
+1% +$13.6K 0.19% 75
2025
Q3 		$1.04M Buy
15,353
+969
+7% +$63.8K 0.19% 74
2025
Q2 		$913K Buy
+14,384
New +$880K 0.19% 72

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

Richmond Investment Services's EFV Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 17,668 shares — an estimated $1.31M sold.

Richmond Investment Services first reported a position in EFV in Q2 2025 and held it in 4 quarters. The position peaked at $1.31M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Richmond Investment Services reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 17,668 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.31M.
  • Richmond Investment Services first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's iShares MSCI EAFE Value ETF position peaked at $1.31M in Q1 2026.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.