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

Scarborough Advisors’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	$1.29M	Sell	16,347 -7,060	-30%	-$547K	0.15%	66
2026 Q1	$1.74M	Buy	+23,407	New	+$1.76M	0.19%	67
2025 Q2	–	Sell	-200,561	Closed	-$11.8M	–	469
2025 Q1	$11.8M	Sell	200,561 -116,180	-37%	-$6.57M	1.68%	16
2024 Q4	$16.6M	Buy	316,741 +17,684	+6%	+$968K	2.35%	12
2024 Q3	$17.2M	Buy	+299,057	New	+$16.5M	2.78%	10
2024 Q1	–	Sell	-223,785	Closed	-$11.7M	–	471
2023 Q4	$11.7M	Sell	223,785 -51,745	-19%	-$2.56M	2.4%	9
2023 Q3	$13.5M	Buy	275,530 +67,223	+32%	+$3.33M	3.27%	7
2023 Q2	$10.2M	Sell	208,307 -13,796	-6%	-$679K	2.44%	13
2023 Q1	$10.8M	Sell	222,103 -155,333	-41%	-$7.52M	2.72%	9
2022 Q4	$17.3M	Buy	377,436 +61,567	+19%	+$2.67M	4.64%	5
2022 Q3	$12.2M	Sell	315,869 -46,885	-13%	-$2M	3.79%	8
2022 Q2	$15.7M	Sell	362,754 -14,934	-4%	-$711K	5.37%	5
2022 Q1	$19M	Buy	377,688 +221,934	+142%	+$11.3M	6.06%	5
2021 Q4	$7.85M	Buy	+155,754	New	+$7.95M	2.7%	11

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Scarborough Advisors's EFV Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 30% in Q2 2026, selling an estimated $547K and leaving 16,347 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #66.

Scarborough Advisors first reported a position in EFV in Q4 2021 and has held it in 14 quarters since. The position peaked at $19M in Q1 2022. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Scarborough Advisors held 16,347 shares of iShares MSCI EAFE Value ETF worth $1.29M as of Q2 2026.
Scarborough Advisors sold 7,060 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $547K.
iShares MSCI EAFE Value ETF made up 0.15% of Scarborough Advisors's portfolio in Q2 2026, its #66 holding.
Scarborough Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 14 quarters since.
Scarborough Advisors's iShares MSCI EAFE Value ETF position peaked at $19M in Q1 2022.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.