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

Seneca Financial 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 		$7.78M Sell
101,611
-150
-0.1% -$11.6K 2.02% 15
2026
Q1 		$7.57M Sell
101,761
-1,766
-2% -$133K 2.22% 15
2025
Q4 		$7.39M Buy
103,527
+6,201
+6% +$431K 2.25% 15
2025
Q3 		$6.6M Sell
97,326
-17
-0% -$1.12K 2.16% 15
2025
Q2 		$6.18M Sell
97,343
-4,085
-4% -$250K 2.38% 15
2025
Q1 		$5.98M Buy
101,428
+1,483
+1% +$83.9K 2.9% 12
2024
Q4 		$5.24M Buy
99,945
+205
+0.2% +$11.2K 2.6% 12
2024
Q3 		$5.74M Buy
99,740
+5,814
+6% +$321K 2.79% 12
2024
Q2 		$4.98M Buy
93,926
+5,478
+6% +$298K 2.58% 12
2024
Q1 		$4.81M Buy
88,448
+3,304
+4% +$172K 2.57% 15
2023
Q4 		$4.44M Buy
85,144
+13,814
+19% +$684K 2.57% 13
2023
Q3 		$3.49M Buy
71,330
+3,887
+6% +$193K 2.39% 13
2023
Q2 		$3.3M Buy
67,443
+31,634
+88% +$1.56M 2.19% 13
2023
Q1 		$1.74M Buy
35,809
+27,059
+309% +$1.31M 1.12% 19
2022
Q4 		$401K Buy
+8,750
New +$380K 0.25% 34

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

Seneca Financial Advisors's EFV Position: Q2 2026 in Review

Seneca Financial Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.15% in Q2 2026, selling an estimated $11.6K and leaving 101,611 shares worth $7.78M. The position accounts for 2.02% of the portfolio, ranked #15.

Seneca Financial Advisors first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. 1,248 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Seneca Financial Advisors held 101,611 shares of iShares MSCI EAFE Value ETF worth $7.78M as of Q2 2026.
  • Seneca Financial Advisors sold 150 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $11.6K.
  • iShares MSCI EAFE Value ETF made up 2.02% of Seneca Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Seneca Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,248 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.