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Salem Investment Counselors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Salem Investment Counselors’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 		$41.6K Buy
543
+14
+3% +$1.08K ﹤0.01% 650
2026
Q1 		$39.3K Buy
+529
New +$39.8K ﹤0.01% 647
2025
Q4 		– Sell
-1,242
Closed -$84.3K – 607
2025
Q3 		$84.3K Buy
1,242
+604
+95% +$39.8K ﹤0.01% 500
2025
Q2 		$40.5K Buy
638
+26
+4% +$1.59K ﹤0.01% 616
2025
Q1 		$36.1K Sell
612
-37
-6% -$2.09K ﹤0.01% 622
2024
Q4 		$34.1K Buy
649
+11
+2% +$602 ﹤0.01% 646
2024
Q3 		$36.7K Sell
638
-794
-55% -$43.8K ﹤0.01% 646
2024
Q2 		$75.9K Buy
1,432
+1,275
+812% +$69.3K ﹤0.01% 487
2024
Q1 		$8.54K Hold
157
– – ﹤0.01% 858
2023
Q4 		$8.18K Sell
157
-99
-39% -$4.9K ﹤0.01% 849
2023
Q3 		$12.5K Sell
256
-196
-43% -$9.71K ﹤0.01% 761
2023
Q2 		$22.1K Buy
452
+99
+28% +$4.87K ﹤0.01% 675
2023
Q1 		$17.1K Buy
353
+28
+9% +$1.35K ﹤0.01% 717
2022
Q4 		$14.9K Buy
+325
New +$14.1K ﹤0.01% 710
2021
Q2 		– Sell
-2
Closed – – 921
2021
Q1 		$0 Buy
+2
New +$99 ﹤0.01% 870

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

Salem Investment Counselors's EFV Position: Q2 2026 in Review

Salem Investment Counselors increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.6% in Q2 2026, buying an estimated $1.08K and bringing the position to 543 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Salem Investment Counselors first reported a position in EFV in Q1 2021 and has held it in 15 quarters since. The position peaked at $84.3K in Q3 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Salem Investment Counselors held 543 shares of iShares MSCI EAFE Value ETF worth $41.6K as of Q2 2026.
  • Salem Investment Counselors bought 14 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.08K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #650 holding.
  • Salem Investment Counselors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 15 quarters since.
  • Salem Investment Counselors's iShares MSCI EAFE Value ETF position peaked at $84.3K in Q3 2025.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.