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Rockland Trust’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Rockland Trust’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 		$5.76M Sell
75,265
-2,011
-3% -$156K 0.23% 79
2026
Q1 		$5.75M Sell
77,276
-1,932
-2% -$145K 0.23% 81
2025
Q4 		$5.66M Buy
79,208
+1,618
+2% +$112K 0.22% 80
2025
Q3 		$5.26M Sell
77,590
-528
-0.7% -$34.8K 0.22% 83
2025
Q2 		$4.96M Sell
78,118
-3,259
-4% -$199K 0.24% 76
2025
Q1 		$4.8M Sell
81,377
-994
-1% -$56.2K 0.24% 72
2024
Q4 		$4.32M Buy
82,371
+417
+0.5% +$22.8K 0.22% 77
2024
Q3 		$4.71M Sell
81,954
-329
-0.4% -$18.2K 0.23% 74
2024
Q2 		$4.36M Sell
82,283
-36
-0% -$1.96K 0.23% 75
2024
Q1 		$4.48M Sell
82,319
-4,048
-5% -$211K 0.24% 73
2023
Q4 		$4.5M Sell
86,367
-2,373
-3% -$117K 0.25% 71
2023
Q3 		$4.34M Sell
88,740
-2,722
-3% -$135K 0.26% 71
2023
Q2 		$4.48M Sell
91,462
-1,286
-1% -$63.3K 0.27% 74
2023
Q1 		$4.5M Sell
92,748
-2,604
-3% -$126K 0.28% 73
2022
Q4 		$4.38M Buy
+95,352
New +$4.14M 0.28% 77

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Rockland Trust's EFV Position: Q2 2026 in Review

Rockland Trust reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.6% in Q2 2026, selling an estimated $156K and leaving 75,265 shares worth $5.76M. The position accounts for 0.23% of the portfolio, ranked #79.

Rockland Trust first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. 645 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Rockland Trust held 75,265 shares of iShares MSCI EAFE Value ETF worth $5.76M as of Q2 2026.
  • Rockland Trust sold 2,011 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $156K.
  • iShares MSCI EAFE Value ETF made up 0.23% of Rockland Trust's portfolio in Q2 2026, its #79 holding.
  • Rockland Trust first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 645 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.