Stonebridge Financial Group (Pennsylvania)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$374K	Buy	4,887 +1,482	+44%	+$115K	0.03%	206
2026 Q1	$253K	Hold	3,405	–	–	0.02%	228
2025 Q4	$243K	Hold	3,405	–	–	0.02%	223
2025 Q3	$231K	Sell	3,405 -44	-1%	-$2.9K	0.02%	219
2025 Q2	$219K	Hold	3,449	–	–	0.02%	226
2025 Q1	$203K	Hold	3,449	–	–	0.02%	218
2024 Q4	$181K	Buy	+3,449	New	+$189K	0.02%	233

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s EFV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its iShares MSCI EAFE Value ETF (EFV) stake by 44% in Q2 2026, buying an estimated $115K and bringing the position to 4,887 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #206.

Stonebridge Financial Group (Pennsylvania) first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 1,089 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 4,887 shares of iShares MSCI EAFE Value ETF worth $374K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 1,482 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $115K.
iShares MSCI EAFE Value ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #206 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
1,089 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.