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

Spectrum 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 		$618K Buy
+8,309
New +$624K 0.49% 28

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Spectrum Advisors's EFV Position: Q1 2026 in Review

Spectrum Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 8,309 shares worth $618K. The stake represents 0.49% of the portfolio and ranks #28 among its holdings.

1,267 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Spectrum Advisors held 8,309 shares of iShares MSCI EAFE Value ETF worth $618K as of Q1 2026.
  • iShares MSCI EAFE Value ETF was a new Spectrum Advisors position in Q1 2026.
  • iShares MSCI EAFE Value ETF made up 0.49% of Spectrum Advisors's portfolio in Q1 2026, its #28 holding.
  • 1,267 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Spectrum Advisors's 13F filing for Q1 2026, filed 11 Sep 2026.