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

SkyView Investment 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 		$3.02M Buy
40,645
+544
+1% +$40.9K 0.41% 31
2025
Q4 		$2.86M Buy
40,101
+196
+0.5% +$13.6K 0.36% 39
2025
Q3 		$2.71M Buy
39,905
+356
+0.9% +$23.4K 0.34% 38
2025
Q2 		$2.51M Sell
39,549
-11,449
-22% -$701K 0.36% 37
2025
Q1 		$3.01M Buy
50,998
+2,489
+5% +$141K 0.45% 32
2024
Q4 		$2.54M Buy
48,509
+826
+2% +$45.2K 0.41% 37
2024
Q3 		$2.74M Sell
47,683
-881
-2% -$48.6K 0.46% 35
2024
Q2 		$2.58M Buy
48,564
+2,993
+7% +$163K 0.46% 33
2024
Q1 		$2.48M Buy
45,571
+956
+2% +$49.9K 0.46% 34
2023
Q4 		$2.32M Buy
44,615
+6,443
+17% +$319K 0.58% 26
2023
Q3 		$1.87M Buy
38,172
+1,855
+5% +$91.9K 0.76% 24
2023
Q2 		$1.78M Buy
36,317
+2,050
+6% +$101K 0.44% 62
2023
Q1 		$1.66M Buy
34,267
+2,678
+8% +$130K 0.39% 61
2022
Q4 		$1.45M Sell
31,589
-2,521
-7% -$109K 0.44% 64
2022
Q3 		$1.31M Buy
34,110
+5,617
+20% +$239K 0.38% 75
2022
Q2 		$1.24M Buy
28,493
+655
+2% +$31.2K 0.33% 87
2022
Q1 		$1.4M Buy
27,838
+25,067
+905% +$1.27M 0.33% 83
2021
Q4 		$1.22M Sell
2,771
-6,031
-69% -$308K 0.27% 91
2021
Q3 		$448K Buy
+8,802
New +$456K 0.13% 196
2021
Q1 		– Sell
-51
Closed -$2K – 306
2020
Q4 		$2K Buy
+51
New +$2.25K ﹤0.01% 273

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

SkyView Investment Advisors's EFV Position: Q1 2026 in Review

SkyView Investment Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.4% in Q1 2026, buying an estimated $40.9K and bringing the position to 40,645 shares worth $3.02M. The position accounts for 0.41% of the portfolio, ranked #31.

SkyView Investment Advisors first reported a position in EFV in Q4 2020 and has held it in 20 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • SkyView Investment Advisors held 40,645 shares of iShares MSCI EAFE Value ETF worth $3.02M as of Q1 2026.
  • SkyView Investment Advisors bought 544 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $40.9K.
  • iShares MSCI EAFE Value ETF made up 0.41% of SkyView Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • SkyView Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.