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Sandy Spring Bank’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$44.4K Buy
754
+35
+5% +$1.98K ﹤0.01% 597
2024
Q4 		$37.7K Hold
719
– – ﹤0.01% 634
2024
Q3 		$41.4K Hold
719
– – ﹤0.01% 626
2024
Q2 		$38.1K Sell
719
-1,382
-66% -$75.1K ﹤0.01% 642
2024
Q1 		$114K Buy
+2,101
New +$110K 0.01% 438
2023
Q4 		– Sell
-92
Closed -$4.5K – 1190
2023
Q3 		$4.5K Buy
92
+34
+59% +$1.68K ﹤0.01% 934
2023
Q2 		$2.84K Buy
+58
New +$2.85K ﹤0.01% 1032
2020
Q3 		– Sell
-468
Closed -$19K – 945
2020
Q2 		$19K Hold
468
– – ﹤0.01% 608
2020
Q1 		$17K Buy
+468
New +$20.8K ﹤0.01% 593
2018
Q2 		– Sell
-661
Closed -$36K – 777
2018
Q1 		$36K Hold
661
– – ﹤0.01% 510
2017
Q4 		$36K Hold
661
– – ﹤0.01% 497
2017
Q3 		$36K Hold
661
– – ﹤0.01% 486
2017
Q2 		$34K Sell
661
-500
-43% -$25.9K ﹤0.01% 506
2017
Q1 		$58K Buy
+1,161
New +$57.1K 0.01% 431
2016
Q2 		– Sell
-150
Closed -$7K – 912
2016
Q1 		$7K Buy
+150
New +$6.48K ﹤0.01% 741

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sandy Spring Bank's EFV Position: Q1 2025 in Review

Sandy Spring Bank increased its iShares MSCI EAFE Value ETF (EFV) stake by 4.9% in Q1 2025, buying an estimated $1.98K and bringing the position to 754 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Sandy Spring Bank first reported a position in EFV in Q1 2016 and has held it in 15 quarters since. The position peaked at $114K in Q1 2024. 1,010 funds tracked by Wall St. Rank hold EFV as of Q1 2025.

  • Sandy Spring Bank held 754 shares of iShares MSCI EAFE Value ETF worth $44.4K as of Q1 2025.
  • Sandy Spring Bank bought 35 iShares MSCI EAFE Value ETF shares in Q1 2025, an estimated $1.98K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #597 holding.
  • Sandy Spring Bank first reported a position in iShares MSCI EAFE Value ETF in Q1 2016 and has held it in 15 quarters since.
  • Sandy Spring Bank's iShares MSCI EAFE Value ETF position peaked at $114K in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.