SHIM
EFV icon

Stone House Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stone House Investment Management’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 		$28.5M Sell
383,650
-6,291
-2% -$473K 5.11% 9
2025
Q4 		$27.8M Sell
389,941
-65,146
-14% -$4.53M 4.32% 11
2025
Q3 		$30.9M Sell
455,087
-58,559
-11% -$3.86M 5.2% 7
2025
Q2 		$32.6M Buy
513,646
+186,253
+57% +$11.4M 5.99% 6
2025
Q1 		$19.3M Sell
327,393
-14,051
-4% -$795K 3.91% 10
2024
Q4 		$17.9M Sell
341,444
-32,045
-9% -$1.75M 4.55% 8
2024
Q3 		$21.5M Buy
373,489
+209,111
+127% +$11.5M 4.44% 8
2024
Q2 		$8.72M Sell
164,378
-88,438
-35% -$4.81M 2.27% 12
2024
Q1 		$13.8M Sell
252,816
-5,723
-2% -$299K 3.23% 9
2023
Q4 		$13.5M Sell
258,539
-38,182
-13% -$1.89M 4.65% 8
2023
Q3 		$14.5M Buy
296,721
+92,648
+45% +$4.59M 5.05% 7
2023
Q2 		$9.99M Buy
204,073
+6,338
+3% +$312K 3.62% 9
2023
Q1 		$9.6M Sell
197,735
-49,700
-20% -$2.41M 3.24% 11
2022
Q4 		$11.4M Buy
247,435
+27,950
+13% +$1.21M 4.05% 7
2022
Q3 		$8.46M Sell
219,485
-100,712
-31% -$4.29M 3.92% 7
2022
Q2 		$13.9M Buy
320,197
+21,497
+7% +$1.02M 6.28% 5
2022
Q1 		$15M Sell
298,700
-15,697
-5% -$798K 5.11% 7
2021
Q4 		$15.8M Buy
314,397
+45,447
+17% +$2.32M 5.42% 7
2021
Q3 		$13.9M Hold
268,950
– – 5.43% 8
2021
Q2 		$13.9M Buy
+268,950
New +$14.2M 5.43% 8
2018
Q1 		– Sell
-123,645
Closed -$6.83M – 44
2017
Q4 		$6.83M Buy
123,645
+41,017
+50% +$2.25M 4.62% 7
2017
Q3 		$4.51M Sell
82,628
-5
-0% -$265 3.21% 10
2017
Q2 		$4.27M Buy
82,633
+1,646
+2% +$85.1K 3.07% 10
2017
Q1 		$4.07M Buy
80,987
+43,671
+117% +$2.15M 3.05% 11
2016
Q4 		$1.76M Buy
+37,316
New +$1.73M 1.48% 21

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

Stone House Investment Management's EFV Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.6% in Q1 2026, selling an estimated $473K and leaving 383,650 shares worth $28.5M. The position accounts for 5.11% of the portfolio, ranked #9.

Stone House Investment Management first reported a position in EFV in Q4 2016 and has held it in 25 quarters since. The position peaked at $32.6M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Stone House Investment Management held 383,650 shares of iShares MSCI EAFE Value ETF worth $28.5M as of Q1 2026.
  • Stone House Investment Management sold 6,291 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $473K.
  • iShares MSCI EAFE Value ETF made up 5.11% of Stone House Investment Management's portfolio in Q1 2026, its #9 holding.
  • Stone House Investment Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2016 and has held it in 25 quarters since.
  • Stone House Investment Management's iShares MSCI EAFE Value ETF position peaked at $32.6M in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.