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

Soltis 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
Q2 		$223K Buy
2,912
+186
+7% +$14.4K 0.01% 593
2026
Q1 		$203K Buy
+2,726
New +$205K 0.01% 549

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Soltis Investment Advisors's EFV Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 6.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 2,912 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #593.

Soltis Investment Advisors first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Soltis Investment Advisors held 2,912 shares of iShares MSCI EAFE Value ETF worth $223K as of Q2 2026.
  • Soltis Investment Advisors bought 186 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $14.4K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #593 holding.
  • Soltis Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.