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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

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 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. 348 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.
  • 348 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.