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Signature Estate & Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Signature Estate & Investment 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 		$167M Buy
2,182,943
+7,099
+0.3% +$550K 3.01% 9
2026
Q1 		$162M Buy
2,175,844
+864,405
+66% +$65M 3.28% 7
2025
Q4 		$93.6M Buy
1,311,439
+23,619
+2% +$1.64M 1.89% 13
2025
Q3 		$87.4M Buy
1,287,820
+18,841
+1% +$1.24M 1.86% 12
2025
Q2 		$80.6M Buy
1,268,979
+1,259,374
+13,112% +$77.1M 1.86% 14
2025
Q1 		$566K Sell
9,605
-702
-7% -$39.7K 0.01% 316
2024
Q4 		$541K Buy
+10,307
New +$564K 0.01% 312
2023
Q1 		– Sell
-174,979
Closed -$8.03M – 182
2022
Q4 		$8.03M Buy
+174,979
New +$7.6M 0.29% 48

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

Signature Estate & Investment Advisors's EFV Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.33% in Q2 2026, buying an estimated $550K and bringing the position to 2,182,943 shares worth $167M. The position accounts for 3.01% of the portfolio, ranked #9.

Signature Estate & Investment Advisors first reported a position in EFV in Q4 2022 and has held it in 8 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,182,943 shares of iShares MSCI EAFE Value ETF worth $167M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 7,099 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $550K.
  • iShares MSCI EAFE Value ETF made up 3.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.