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Simon Quick Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Simon Quick 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
Q1 		$257K Buy
+3,454
New +$260K 0.01% 331
2025
Q2 		– Sell
-3,456
Closed -$204K – 440
2025
Q1 		$204K Buy
+3,456
New +$196K 0.01% 558
2018
Q2 		– Sell
-163
Closed -$9K – 357
2018
Q1 		$9K Buy
+163
New +$9.15K ﹤0.01% 241
2017
Q4 		– Sell
-163
Closed -$9K – 476
2017
Q3 		$9K Buy
+163
New +$8.65K ﹤0.01% 432

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Simon Quick Advisors's EFV Position: Q1 2026 in Review

Simon Quick Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 3,454 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in EFV as recently as Q1 2025.

Simon Quick Advisors first reported a position in EFV in Q3 2017 and has held it in 4 quarters since. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Simon Quick Advisors held 3,454 shares of iShares MSCI EAFE Value ETF worth $257K as of Q1 2026.
  • iShares MSCI EAFE Value ETF was a new Simon Quick Advisors position in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Simon Quick Advisors's portfolio in Q1 2026, its #331 holding.
  • Simon Quick Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2017 and has held it in 4 quarters since.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.