SAG
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SageView Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

SageView Advisory Group’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 		– Sell
-2,460
Closed -$176K – 1117
2025
Q4 		$176K Buy
+2,460
New +$171K 0.01% 641
2024
Q1 		– Sell
-5,755
Closed -$298K – 577
2023
Q4 		$298K Sell
5,755
-11,805
-67% -$584K 0.01% 514
2023
Q3 		$859K Sell
17,560
-298
-2% -$14.8K 0.05% 234
2023
Q2 		$874K Buy
+17,858
New +$879K 0.05% 246
2023
Q1 		– Sell
-5,691
Closed -$261K – 465
2022
Q4 		$261K Buy
+5,691
New +$247K 0.02% 352

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SageView Advisory Group's EFV Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 2,460 shares — an estimated $176K sold.

SageView Advisory Group first reported a position in EFV in Q4 2022 and held it in 5 quarters. The position peaked at $874K in Q2 2023. 1,261 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,460 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $176K.
  • SageView Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 5 quarters.
  • SageView Advisory Group's iShares MSCI EAFE Value ETF position peaked at $874K in Q2 2023.
  • 1,261 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.