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Savvy Advisors Inc’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Savvy Advisors Inc’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 		$1.52M Buy
20,388
+10,025
+97% +$753K 0.04% 330
2025
Q4 		$740K Sell
10,363
-522
-5% -$36.3K 0.02% 443
2025
Q3 		$738K Sell
10,885
-4,549
-29% -$300K 0.03% 330
2025
Q2 		$980K Sell
15,434
-6,008
-28% -$368K 0.07% 226
2025
Q1 		$1.26M Buy
21,442
+15,606
+267% +$883K 0.13% 133
2024
Q4 		$306K Buy
5,836
+29
+0.5% +$1.59K 0.04% 337
2024
Q3 		$334K Buy
5,807
+898
+18% +$49.6K 0.07% 241
2024
Q2 		$260K Sell
4,909
-1,530
-24% -$83.2K 0.08% 233
2024
Q1 		$350K Buy
+6,439
New +$336K 0.2% 140

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Savvy Advisors Inc's EFV Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares MSCI EAFE Value ETF (EFV) stake by 97% in Q1 2026, buying an estimated $753K and bringing the position to 20,388 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #330.

Savvy Advisors Inc first reported a position in EFV in Q1 2024 and has held it in 9 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Savvy Advisors Inc held 20,388 shares of iShares MSCI EAFE Value ETF worth $1.52M as of Q1 2026.
  • Savvy Advisors Inc bought 10,025 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $753K.
  • iShares MSCI EAFE Value ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #330 holding.
  • Savvy Advisors Inc first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.