Stifel Financial
EFV icon

Stifel Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stifel 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 		$58.9M Sell
769,246
-507,894
-40% -$39.3M 0.05% 352
2026
Q1 		$95M Buy
1,277,140
+30,728
+2% +$2.31M 0.09% 234
2025
Q4 		$89M Sell
1,246,412
-49,399
-4% -$3.43M 0.08% 244
2025
Q3 		$87.9M Sell
1,295,811
-194,438
-13% -$12.8M 0.08% 246
2025
Q2 		$94.6M Buy
1,490,249
+439,304
+42% +$26.9M 0.09% 221
2025
Q1 		$61.9M Sell
1,050,945
-240,628
-19% -$13.6M 0.07% 279
2024
Q4 		$67.8M Buy
1,291,573
+106,873
+9% +$5.85M 0.07% 264
2024
Q3 		$68.2M Buy
1,184,700
+609,127
+106% +$33.6M 0.07% 262
2024
Q2 		$30.5M Sell
575,573
-199,473
-26% -$10.8M 0.03% 416
2024
Q1 		$42.2M Sell
775,046
-203,811
-21% -$10.6M 0.05% 341
2023
Q4 		$51M Buy
978,857
+28,703
+3% +$1.42M 0.06% 277
2023
Q3 		$46.5M Buy
950,154
+364,151
+62% +$18M 0.07% 274
2023
Q2 		$28.7M Sell
586,003
-12,368
-2% -$609K 0.04% 372
2023
Q1 		$29M Sell
598,371
-131,713
-18% -$6.38M 0.04% 365
2022
Q4 		$33.5M Buy
730,084
+106,725
+17% +$4.63M 0.05% 320
2022
Q3 		$24M Sell
623,359
-53,740
-8% -$2.29M 0.04% 381
2022
Q2 		$29.4M Sell
677,099
-19,557
-3% -$931K 0.05% 344
2022
Q1 		$35M Sell
696,656
-130,648
-16% -$6.64M 0.05% 331
2021
Q4 		$41.7M Buy
827,304
+251,945
+44% +$12.9M 0.06% 289
2021
Q3 		$29.3M Sell
575,359
-37,920
-6% -$1.96M 0.04% 359
2021
Q2 		$31.7M Buy
613,279
+126,859
+26% +$6.71M 0.05% 320
2021
Q1 		$24.8M Buy
486,420
+433,877
+826% +$21.6M 0.04% 362
2020
Q4 		$2.48M Sell
52,543
-28,287
-35% -$1.25M ﹤0.01% 1260
2020
Q3 		$3.26M Sell
80,830
-13,041
-14% -$539K 0.01% 963
2020
Q2 		$3.75M Sell
93,871
-4,006
-4% -$153K 0.01% 846
2020
Q1 		$3.5M Sell
97,877
-26,143
-21% -$1.16M 0.01% 789
2019
Q4 		$6.16M Buy
124,020
+85,987
+226% +$4.22M 0.01% 798
2019
Q3 		$1.8M Buy
38,033
+15,551
+69% +$725K ﹤0.01% 1387
2019
Q2 		$1.08M Sell
22,482
-43,689
-66% -$2.13M ﹤0.01% 1755
2019
Q1 		$3.24M Sell
66,171
-5,766
-8% -$277K 0.01% 998
2018
Q4 		$3.25M Buy
71,937
+18,678
+35% +$900K 0.01% 943
2018
Q3 		$2.77M Buy
53,259
+1,094
+2% +$56.4K 0.01% 1097
2018
Q2 		$2.68M Sell
52,165
-32,494
-38% -$1.77M 0.01% 1061
2018
Q1 		$4.63M Buy
84,659
+20,281
+32% +$1.14M 0.01% 819
2017
Q4 		$3.56M Buy
64,378
+2,045
+3% +$112K 0.01% 903
2017
Q3 		$3.41M Buy
62,333
+395
+0.6% +$21K 0.01% 884
2017
Q2 		$3.21M Buy
61,938
+7,328
+13% +$379K 0.01% 894
2017
Q1 		$2.75M Buy
54,610
+5,218
+11% +$256K 0.01% 955
2016
Q4 		$2.33M Buy
49,392
+21,258
+76% +$988K 0.01% 971
2016
Q3 		$1.3M Sell
28,134
-231
-0.8% -$10.4K 0.01% 1199
2016
Q2 		$1.22M Sell
28,365
-410
-1% -$18.5K 0.01% 1229
2016
Q1 		$1.29M Sell
28,775
-3,186
-10% -$138K 0.01% 1119
2015
Q4 		$1.49M Buy
31,961
+3,571
+13% +$172K 0.01% 1106
2015
Q3 		$1.31M Buy
28,390
+943
+3% +$47.6K 0.01% 1106
2015
Q2 		$1.44M Sell
27,447
-2,495
-8% -$138K 0.01% 1176
2015
Q1 		$1.59M Buy
29,942
+196
+0.7% +$10.3K 0.01% 1050
2014
Q4 		$1.52M Buy
29,746
+9,467
+47% +$500K 0.01% 1051
2014
Q3 		$1.11M Sell
20,279
-45
-0.2% -$2.57K 0.01% 1064
2014
Q2 		$1.19M Sell
20,324
-3,294
-14% -$194K 0.01% 1023
2014
Q1 		$1.36M Buy
+23,618
New +$1.33M 0.01% 903

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

Stifel Financial's EFV Position: Q2 2026 in Review

Stifel Financial reduced its iShares MSCI EAFE Value ETF (EFV) stake by 40% in Q2 2026, selling an estimated $39.3M and leaving 769,246 shares worth $58.9M. The position accounts for 0.05% of the portfolio, ranked #352.

Stifel Financial first reported a position in EFV in Q1 2014 and has held it in 50 quarters since. The position peaked at $95M in Q1 2026. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Stifel Financial held 769,246 shares of iShares MSCI EAFE Value ETF worth $58.9M as of Q2 2026.
  • Stifel Financial sold 507,894 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $39.3M.
  • iShares MSCI EAFE Value ETF made up 0.05% of Stifel Financial's portfolio in Q2 2026, its #352 holding.
  • Stifel Financial first reported a position in iShares MSCI EAFE Value ETF in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's iShares MSCI EAFE Value ETF position peaked at $95M in Q1 2026.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.