SHJ
EFV icon

Sharkey, Howes & Javer’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sharkey, Howes & Javer’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 		$12.5M Sell
163,437
-175,084
-52% -$13.6M 1.51% 20
2026
Q1 		$25.2M Sell
338,521
-79,018
-19% -$5.94M 3.39% 8
2025
Q4 		$29.8M Sell
417,539
-56,574
-12% -$3.93M 3.79% 8
2025
Q3 		$32.2M Sell
474,113
-57,203
-11% -$3.77M 4.13% 6
2025
Q2 		$33.7M Buy
531,316
+195,899
+58% +$12M 4.52% 6
2025
Q1 		$19.8M Sell
335,417
-107,906
-24% -$6.1M 2.83% 7
2024
Q4 		$23.3M Buy
443,323
+29,356
+7% +$1.61M 3.27% 6
2024
Q3 		$23.8M Buy
413,967
+204,855
+98% +$11.3M 3.39% 6
2024
Q2 		$11.1M Sell
209,112
-194,709
-48% -$10.6M 1.79% 12
2024
Q1 		$22M Sell
403,821
-16,421
-4% -$857K 3.6% 5
2023
Q4 		$21.9M Sell
420,242
-56,527
-12% -$2.8M 3.86% 6
2023
Q3 		$23.3M Buy
476,769
+136,536
+40% +$6.76M 4.47% 4
2023
Q2 		$16.7M Buy
340,233
+21,612
+7% +$1.06M 3.15% 8
2023
Q1 		$15.5M Sell
318,621
-98,328
-24% -$4.76M 3.32% 8
2022
Q4 		$19.1M Buy
416,949
+33,681
+9% +$1.46M 4.39% 5
2022
Q3 		$14.8M Sell
383,268
-100,178
-21% -$4.27M 3.22% 8
2022
Q2 		$21M Buy
483,446
+84,699
+21% +$4.03M 5.08% 5
2022
Q1 		$20M Sell
398,747
-13,086
-3% -$665K 4.59% 5
2021
Q4 		$20.8M Buy
411,833
+26,584
+7% +$1.36M 4.69% 5
2021
Q3 		$19.6M Buy
385,249
+3,086
+0.8% +$160K 5.06% 4
2021
Q2 		$19.8M Buy
382,163
+101,360
+36% +$5.36M 5.25% 5
2021
Q1 		$14.3M Buy
+280,803
New +$14M 4.48% 5

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

Sharkey, Howes & Javer's EFV Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares MSCI EAFE Value ETF (EFV) stake by 52% in Q2 2026, selling an estimated $13.6M and leaving 163,437 shares worth $12.5M. The position accounts for 1.51% of the portfolio, ranked #20.

Sharkey, Howes & Javer first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. The position peaked at $33.7M in Q2 2025. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Sharkey, Howes & Javer held 163,437 shares of iShares MSCI EAFE Value ETF worth $12.5M as of Q2 2026.
  • Sharkey, Howes & Javer sold 175,084 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $13.6M.
  • iShares MSCI EAFE Value ETF made up 1.51% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #20 holding.
  • Sharkey, Howes & Javer first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Sharkey, Howes & Javer's iShares MSCI EAFE Value ETF position peaked at $33.7M in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.