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

Skyline 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 		$2.6M Buy
+34,987
New +$2.63M 0.91% 27

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 $12.8B AUM 19.38% 1-Year Est. Return

Skyline Advisors's EFV Position: Q1 2026 in Review

Skyline Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 34,987 shares worth $2.6M. The stake represents 0.91% of the portfolio and ranks #27 among its holdings.

1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Skyline Advisors held 34,987 shares of iShares MSCI EAFE Value ETF worth $2.6M as of Q1 2026.
  • iShares MSCI EAFE Value ETF was a new Skyline Advisors position in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.91% of Skyline Advisors's portfolio in Q1 2026, its #27 holding.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.