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Stock Yards Bank & Trust’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stock Yards Bank & Trust’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 		$6.27M Sell
81,900
-146
-0.2% -$11.3K 0.18% 84
2026
Q1 		$6.1M Buy
82,046
+19,641
+31% +$1.48M 0.19% 80
2025
Q4 		$4.46M Buy
62,405
+7,122
+13% +$495K 0.14% 95
2025
Q3 		$3.75M Buy
55,283
+5,572
+11% +$367K 0.12% 109
2025
Q2 		$3.16M Buy
49,711
+7,630
+18% +$467K 0.11% 114
2025
Q1 		$2.48M Buy
42,081
+130
+0.3% +$7.35K 0.09% 124
2024
Q4 		$2.2M Sell
41,951
-2,662
-6% -$146K 0.08% 141
2024
Q3 		$2.57M Sell
44,613
-6,731
-13% -$372K 0.08% 145
2024
Q2 		$2.72M Buy
51,344
+724
+1% +$39.4K 0.09% 139
2024
Q1 		$2.75M Sell
50,620
-34,173
-40% -$1.78M 0.09% 142
2023
Q4 		$4.42M Sell
84,793
-5,533
-6% -$274K 0.16% 104
2023
Q3 		$4.42M Sell
90,326
-1,892
-2% -$93.7K 0.17% 98
2023
Q2 		$4.51M Sell
92,218
-1,746
-2% -$85.9K 0.16% 101
2023
Q1 		$4.56M Sell
93,964
-2,992
-3% -$145K 0.17% 101
2022
Q4 		$4.45M Buy
96,956
+58,970
+155% +$2.56M 0.17% 104
2022
Q3 		$1.46M Buy
37,986
+27,567
+265% +$1.18M 0.06% 181
2022
Q2 		$452K Buy
+10,419
New +$496K 0.02% 303

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

Stock Yards Bank & Trust's EFV Position: Q2 2026 in Review

Stock Yards Bank & Trust reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.18% in Q2 2026, selling an estimated $11.3K and leaving 81,900 shares worth $6.27M. The position accounts for 0.18% of the portfolio, ranked #84.

Stock Yards Bank & Trust first reported a position in EFV in Q2 2022 and has held it in 17 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Stock Yards Bank & Trust held 81,900 shares of iShares MSCI EAFE Value ETF worth $6.27M as of Q2 2026.
  • Stock Yards Bank & Trust sold 146 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $11.3K.
  • iShares MSCI EAFE Value ETF made up 0.18% of Stock Yards Bank & Trust's portfolio in Q2 2026, its #84 holding.
  • Stock Yards Bank & Trust first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2026, filed 13 Aug 2026.