SI
EFV icon

Seeds Investor’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Seeds Investor’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 		$380K Sell
4,960
-5,281
-52% -$409K 0.04% 259
2026
Q1 		$804K Buy
+10,241
New +$770K 0.11% 148

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Seeds Investor's EFV Position: Q2 2026 in Review

Seeds Investor reduced its iShares MSCI EAFE Value ETF (EFV) stake by 52% in Q2 2026, selling an estimated $409K and leaving 4,960 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #259.

Seeds Investor first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. The position peaked at $804K in Q1 2026. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Seeds Investor held 4,960 shares of iShares MSCI EAFE Value ETF worth $380K as of Q2 2026.
  • Seeds Investor sold 5,281 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $409K.
  • iShares MSCI EAFE Value ETF made up 0.04% of Seeds Investor's portfolio in Q2 2026, its #259 holding.
  • Seeds Investor first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Seeds Investor's iShares MSCI EAFE Value ETF position peaked at $804K in Q1 2026.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.