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Sound Financial Strategies Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sound Financial Strategies Group’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 		$1.3M Buy
17,474
+5,596
+47% +$421K 0.89% 24
2025
Q4 		$848K Sell
11,878
-97
-0.8% -$6.74K 0.6% 38
2025
Q3 		$812K Buy
11,975
+230
+2% +$15.1K 0.59% 44
2025
Q2 		$746K Sell
11,745
-55
-0.5% -$3.37K 0.63% 56
2025
Q1 		$695K Sell
11,800
-298
-2% -$16.9K 0.62% 68
2024
Q4 		$635K Sell
12,098
-1,174
-9% -$64.3K 0.53% 63
2024
Q3 		$764K Sell
13,272
-76
-0.6% -$4.2K 0.61% 47
2024
Q2 		$708K Buy
+13,348
New +$726K 0.62% 33
2023
Q3 		– Sell
-46,585
Closed -$2.28M – 76
2023
Q2 		$2.28M Buy
+46,585
New +$2.29M 1.67% 7
2023
Q1 		– Sell
-56,305
Closed -$2.58M – 67
2022
Q4 		$2.58M Buy
+56,305
New +$2.44M 1.88% 5
2022
Q3 		– Sell
-78,149
Closed -$3.39M – 37
2022
Q2 		$3.39M Sell
78,149
-19,272
-20% -$918K 2.66% 4
2022
Q1 		$4.9M Buy
+97,421
New +$4.95M 2.7% 4
2021
Q2 		– Sell
-169,730
Closed -$8.65M – 96
2021
Q1 		$8.65M Buy
169,730
+136,549
+412% +$6.79M 4.43% 5
2020
Q4 		$1.57M Buy
+33,181
New +$1.46M 0.86% 11

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

Sound Financial Strategies Group's EFV Position: Q1 2026 in Review

Sound Financial Strategies Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 47% in Q1 2026, buying an estimated $421K and bringing the position to 17,474 shares worth $1.3M. The position accounts for 0.89% of the portfolio, ranked #24.

Sound Financial Strategies Group first reported a position in EFV in Q4 2020 and has held it in 14 quarters since. The position peaked at $8.65M in Q1 2021. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Sound Financial Strategies Group held 17,474 shares of iShares MSCI EAFE Value ETF worth $1.3M as of Q1 2026.
  • Sound Financial Strategies Group bought 5,596 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $421K.
  • iShares MSCI EAFE Value ETF made up 0.89% of Sound Financial Strategies Group's portfolio in Q1 2026, its #24 holding.
  • Sound Financial Strategies Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and has held it in 14 quarters since.
  • Sound Financial Strategies Group's iShares MSCI EAFE Value ETF position peaked at $8.65M in Q1 2021.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.