SHF
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Stage Harbor Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stage Harbor Financial’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 		$7.09M Sell
92,606
-31
-0% -$2.4K 4.1% 5
2026
Q1 		$6.89M Sell
92,637
-157
-0.2% -$11.8K 4.57% 4
2025
Q4 		$6.63M Sell
92,794
-1,923
-2% -$134K 4.47% 4
2025
Q3 		$6.42M Sell
94,717
-99
-0.1% -$6.52K 4.7% 4
2025
Q2 		$6.02M Sell
94,816
-1,515
-2% -$92.7K 4.89% 4
2025
Q1 		$5.68M Buy
96,331
+7,842
+9% +$444K 4.81% 5
2024
Q4 		$4.64M Buy
88,489
+1,371
+2% +$75.1K 4.04% 7
2024
Q3 		$4.93M Sell
87,118
-2,356
-3% -$130K 4.49% 7
2024
Q2 		$4.75M Sell
89,474
-618
-0.7% -$33.6K 4.58% 6
2024
Q1 		$4.9M Sell
90,092
-392
-0.4% -$20.5K 4.46% 6
2023
Q4 		$4.71M Buy
+90,484
New +$4.48M 4.54% 7

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Stage Harbor Financial's EFV Position: Q2 2026 in Review

Stage Harbor Financial reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.03% in Q2 2026, selling an estimated $2.4K and leaving 92,606 shares worth $7.09M. The position accounts for 4.1% of the portfolio, ranked #5.

Stage Harbor Financial first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Stage Harbor Financial held 92,606 shares of iShares MSCI EAFE Value ETF worth $7.09M as of Q2 2026.
  • Stage Harbor Financial sold 31 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.4K.
  • iShares MSCI EAFE Value ETF made up 4.1% of Stage Harbor Financial's portfolio in Q2 2026, its #5 holding.
  • Stage Harbor Financial first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.