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EFV icon

SignatureFD’s iShares MSCI EAFE Value ETF EFV Stock Holding History

SignatureFD’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 		$91.6K Buy
1,196
+440
+58% +$34.1K ﹤0.01% 1498
2026
Q1 		$56.2K Buy
756
+514
+212% +$38.6K ﹤0.01% 1662
2025
Q4 		$17.3K Hold
242
– – ﹤0.01% 2184
2025
Q3 		$16.4K Sell
242
-206
-46% -$13.6K ﹤0.01% 2201
2025
Q2 		$28.5K Buy
448
+41
+10% +$2.51K ﹤0.01% 1891
2025
Q1 		$24K Buy
407
+27
+7% +$1.53K ﹤0.01% 1973
2024
Q4 		$19.9K Sell
380
-189
-33% -$10.4K ﹤0.01% 2061
2024
Q3 		$32.7K Sell
569
-188
-25% -$10.4K ﹤0.01% 1814
2024
Q2 		$40.2K Buy
757
+201
+36% +$10.9K ﹤0.01% 1621
2024
Q1 		$30.2K Buy
556
+106
+24% +$5.53K ﹤0.01% 1795
2023
Q4 		$23.4K Sell
450
-52
-10% -$2.57K ﹤0.01% 1847
2023
Q3 		$24.6K Buy
502
+318
+173% +$15.8K ﹤0.01% 1750
2023
Q2 		$9.01K Buy
184
+28
+18% +$1.38K ﹤0.01% 2281
2023
Q1 		$7.57K Hold
156
– – ﹤0.01% 2334
2022
Q4 		$7.16K Sell
156
-121
-44% -$5.25K ﹤0.01% 2290
2022
Q3 		$11K Sell
277
-2,094
-88% -$89.3K ﹤0.01% 2029
2022
Q2 		$103K Buy
2,371
+1,645
+227% +$78.3K ﹤0.01% 974
2022
Q1 		$36K Buy
726
+180
+33% +$9.15K ﹤0.01% 1529
2021
Q4 		$28K Sell
546
-288
-35% -$14.7K ﹤0.01% 1616
2021
Q3 		$42K Buy
834
+726
+672% +$37.6K ﹤0.01% 1398
2021
Q2 		$6K Buy
108
+14
+15% +$740 ﹤0.01% 2199
2021
Q1 		$5K Sell
94
-17
-15% -$845 ﹤0.01% 2126
2020
Q4 		$5K Buy
+111
New +$4.89K ﹤0.01% 1945
2020
Q1 		– Sell
-57
Closed -$3K – 2321
2019
Q4 		$3K Hold
57
– – ﹤0.01% 1769
2019
Q3 		$3K Buy
+57
New +$2.66K ﹤0.01% 1714
2019
Q1 		– Sell
-559
Closed -$25K – 1991
2018
Q4 		$25K Buy
+559
New +$26.9K ﹤0.01% 1070

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

SignatureFD's EFV Position: Q2 2026 in Review

SignatureFD increased its iShares MSCI EAFE Value ETF (EFV) stake by 58% in Q2 2026, buying an estimated $34.1K and bringing the position to 1,196 shares worth $91.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

SignatureFD first reported a position in EFV in Q4 2018 and has held it in 26 quarters since. The position peaked at $103K in Q2 2022. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • SignatureFD held 1,196 shares of iShares MSCI EAFE Value ETF worth $91.6K as of Q2 2026.
  • SignatureFD bought 440 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $34.1K.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1498 holding.
  • SignatureFD first reported a position in iShares MSCI EAFE Value ETF in Q4 2018 and has held it in 26 quarters since.
  • SignatureFD's iShares MSCI EAFE Value ETF position peaked at $103K in Q2 2022.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.