Ritter Daniher Financial Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ritter Daniher Financial Advisory’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	$689K	Hold	8,998	–	–	0.1%	90
2026 Q1	$669K	Hold	8,998	–	–	0.11%	89
2025 Q4	$643K	Hold	8,998	–	–	0.11%	91
2025 Q3	$610K	Hold	8,998	–	–	0.11%	90
2025 Q2	$571K	Hold	8,998	–	–	0.14%	50
2025 Q1	$530K	Buy	8,998 +2,075	+30%	+$117K	0.14%	48
2024 Q4	$363K	Hold	6,923	–	–	0.1%	59
2024 Q3	$398K	Buy	6,923 +356	+5%	+$19.7K	0.12%	59
2024 Q2	$348K	Sell	6,567 -4,226	-39%	-$230K	0.11%	57
2024 Q1	$587K	Buy	10,793 +171	+2%	+$8.93K	0.19%	43
2023 Q4	$553K	Sell	10,622 -2,650	-20%	-$131K	0.21%	45
2023 Q3	$649K	Hold	13,272	–	–	0.27%	36
2023 Q2	$650K	Hold	13,272	–	–	0.27%	36
2023 Q1	$644K	Hold	13,272	–	–	0.28%	35
2022 Q4	$609K	Buy	13,272 +4,208	+46%	+$183K	0.29%	37
2022 Q3	$349K	Buy	9,064 +8,992	+12,489%	+$383K	0.25%	45
2022 Q2	$3K	Buy	+72	New	+$3.43K	﹤0.01%	206

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ritter Daniher Financial Advisory's EFV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 8,998 shares worth $689K. The position accounts for 0.1% of the portfolio, ranked #90.

Ritter Daniher Financial Advisory first reported a position in EFV in Q2 2022 and has held it in 17 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Ritter Daniher Financial Advisory held 8,998 shares of iShares MSCI EAFE Value ETF worth $689K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.1% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #90 holding.
Ritter Daniher Financial Advisory first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and has held it in 17 quarters since.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.