Simmons Bank’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Simmons Bank’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	$263K	Hold	3,430	–	–	0.02%	338
2026 Q1	$255K	Buy	3,430 +84	+3%	+$6.31K	0.02%	314
2025 Q4	$239K	Buy	+3,346	New	+$233K	0.02%	313
2024 Q4	–	Sell	-4,143	Closed	-$238K	–	335
2024 Q3	$238K	Sell	4,143 -211	-5%	-$11.7K	0.02%	312
2024 Q2	$231K	Buy	4,354 +87	+2%	+$4.73K	0.02%	309
2024 Q1	$232K	Buy	4,267 +83	+2%	+$4.33K	0.02%	314
2023 Q4	$218K	Buy	4,184 +41	+1%	+$2.03K	0.02%	317
2023 Q3	$203K	Buy	+4,143	New	+$205K	0.02%	315
2023 Q2	–	Sell	-9,207	Closed	-$447K	–	330
2023 Q1	$447K	Buy	9,207 +172	+2%	+$8.32K	0.04%	248
2022 Q4	$415K	Buy	9,035 +743	+9%	+$32.3K	0.04%	261
2022 Q3	$319K	Sell	8,292 -480	-5%	-$20.5K	0.03%	284
2022 Q2	$381K	Hold	8,772	–	–	0.03%	274
2022 Q1	$441K	Sell	8,772 -426	-5%	-$21.7K	0.03%	277
2021 Q4	$463K	Sell	9,198 -749	-8%	-$38.2K	0.03%	291
2021 Q3	$505K	Buy	+9,947	New	+$515K	0.04%	279

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Simmons Bank's EFV Position: Q2 2026 in Review

Simmons Bank held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 3,430 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #338.

Simmons Bank first reported a position in EFV in Q3 2021 and has held it in 15 quarters since. The position peaked at $505K in Q3 2021. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Simmons Bank held 3,430 shares of iShares MSCI EAFE Value ETF worth $263K as of Q2 2026.
Simmons Bank left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.02% of Simmons Bank's portfolio in Q2 2026, its #338 holding.
Simmons Bank first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 15 quarters since.
Simmons Bank's iShares MSCI EAFE Value ETF position peaked at $505K in Q3 2021.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.