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SHP Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

SHP Wealth Management’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
Q1 		$43.1K Sell
580
-20
-3% -$1.5K ﹤0.01% 531
2025
Q4 		$42.8K Buy
+600
New +$41.7K ﹤0.01% 511

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SHP Wealth Management's EFV Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3.3% in Q1 2026, selling an estimated $1.5K and leaving 580 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

SHP Wealth Management first reported a position in EFV in Q4 2025 and has held it in 2 quarters since. 1,259 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • SHP Wealth Management held 580 shares of iShares MSCI EAFE Value ETF worth $43.1K as of Q1 2026.
  • SHP Wealth Management sold 20 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $1.5K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #531 holding.
  • SHP Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,259 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.