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

Snowden Capital 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 		$10.9M Sell
146,008
-21,712
-13% -$1.63M 0.29% 61
2025
Q4 		$12M Buy
167,720
+7,669
+5% +$533K 0.31% 58
2025
Q3 		$10.9M Sell
160,051
-36,556
-19% -$2.41M 0.3% 64
2025
Q2 		$12.5M Buy
196,607
+70,949
+56% +$4.34M 0.37% 51
2025
Q1 		$7.41M Sell
125,658
-45,536
-27% -$2.58M 0.24% 88
2024
Q4 		$8.98M Buy
171,194
+4,853
+3% +$266K 0.28% 72
2024
Q3 		$9.57M Buy
166,341
+89,356
+116% +$4.93M 0.28% 74
2024
Q2 		$4.08M Sell
76,985
-83,811
-52% -$4.56M 0.12% 203
2024
Q1 		$8.75M Buy
160,796
+18,161
+13% +$948K 0.27% 84
2023
Q4 		$7.43M Sell
142,635
-150
-0.1% -$7.42K 0.28% 85
2023
Q3 		$6.99M Buy
142,785
+47,089
+49% +$2.33M 0.3% 76
2023
Q2 		$4.68M Sell
95,696
-6,005
-6% -$296K 0.17% 164
2023
Q1 		$4.94M Sell
101,701
-38,477
-27% -$1.86M 0.19% 134
2022
Q4 		$6.43M Buy
140,178
+15,347
+12% +$666K 0.27% 88
2022
Q3 		$4.81M Buy
124,831
+866
+0.7% +$36.9K 0.22% 111
2022
Q2 		$5.38M Sell
123,965
-1,401
-1% -$66.7K 0.24% 100
2022
Q1 		$6.3M Buy
125,366
+8,102
+7% +$412K 0.25% 97
2021
Q4 		$5.91M Buy
117,264
+6,457
+6% +$330K 0.3% 85
2021
Q3 		$5.63M Buy
110,807
+7,711
+7% +$400K 0.28% 95
2021
Q2 		$5.34M Buy
103,096
+27,320
+36% +$1.44M 0.27% 102
2021
Q1 		$3.86M Buy
+75,776
New +$3.77M 0.22% 139

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

Snowden Capital Advisors's EFV Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 13% in Q1 2026, selling an estimated $1.63M and leaving 146,008 shares worth $10.9M. The position accounts for 0.29% of the portfolio, ranked #61.

Snowden Capital Advisors first reported a position in EFV in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.5M in Q2 2025. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Snowden Capital Advisors held 146,008 shares of iShares MSCI EAFE Value ETF worth $10.9M as of Q1 2026.
  • Snowden Capital Advisors sold 21,712 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $1.63M.
  • iShares MSCI EAFE Value ETF made up 0.29% of Snowden Capital Advisors's portfolio in Q1 2026, its #61 holding.
  • Snowden Capital Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Snowden Capital Advisors's iShares MSCI EAFE Value ETF position peaked at $12.5M in Q2 2025.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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