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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
Q2 		$264K Hold
3,454
– – 0.01% 352
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 $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

Simon Quick Advisors's EFV Position: Q2 2026 in Review

Simon Quick Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 3,454 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #352.

Simon Quick Advisors first reported a position in EFV in Q3 2017 and has held it in 5 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Simon Quick Advisors held 3,454 shares of iShares MSCI EAFE Value ETF worth $264K as of Q2 2026.
  • Simon Quick Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #352 holding.
  • Simon Quick Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2017 and has held it in 5 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.