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

Stonebridge Financial Group’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	$250K	Buy	+3,274	New	+$254K	0.03%	254

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AOI

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

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

Stonebridge Financial Group opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 3,274 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings.

1,205 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Stonebridge Financial Group held 3,274 shares of iShares MSCI EAFE Value ETF worth $250K as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Stonebridge Financial Group position in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.03% of Stonebridge Financial Group's portfolio in Q2 2026, its #254 holding.
1,205 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.