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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
Q2 		$2.76M Buy
36,018
+15,630
+77% +$1.21M 0.06% 263
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 $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

Savvy Advisors Inc's EFV Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares MSCI EAFE Value ETF (EFV) stake by 77% in Q2 2026, buying an estimated $1.21M and bringing the position to 36,018 shares worth $2.76M. The position accounts for 0.06% of the portfolio, ranked #263.

Savvy Advisors Inc first reported a position in EFV in Q1 2024 and has held it in 10 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Savvy Advisors Inc held 36,018 shares of iShares MSCI EAFE Value ETF worth $2.76M as of Q2 2026.
  • Savvy Advisors Inc bought 15,630 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.21M.
  • iShares MSCI EAFE Value ETF made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #263 holding.
  • Savvy Advisors Inc first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.