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

StoneX 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
Q1 		– Sell
-12,035
Closed -$859K – 1004
2025
Q4 		$859K Sell
12,035
-540
-4% -$37.5K 0.04% 392
2025
Q3 		$853K Buy
12,575
+387
+3% +$25.5K 0.04% 404
2025
Q2 		$774K Sell
12,188
-4,723
-28% -$289K 0.04% 398
2025
Q1 		$997K Buy
16,911
+106
+0.6% +$6K 0.05% 292
2024
Q4 		$882K Buy
+16,805
New +$920K 0.05% 314
2023
Q1 		– Sell
-22,418
Closed -$1.03M – 516
2022
Q4 		$1.03M Sell
22,418
-2,617
-10% -$114K 0.15% 109
2022
Q3 		$965K Sell
25,035
-358
-1% -$15.3K 0.18% 97
2022
Q2 		$1.1M Sell
25,393
-1,078
-4% -$51.3K 0.18% 90
2022
Q1 		$1.33M Sell
26,471
-2,558
-9% -$130K 0.13% 138
2021
Q4 		$1.47M Buy
29,029
+3,256
+13% +$166K 0.17% 122
2021
Q3 		$1.31M Buy
25,773
+772
+3% +$40K 0.19% 118
2021
Q2 		$1.29M Buy
25,001
+9,129
+58% +$483K 0.19% 116
2021
Q1 		$809K Buy
+15,872
New +$789K 0.15% 149

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

StoneX Group's EFV Position: Q1 2026 in Review

StoneX Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 12,035 shares — an estimated $859K sold.

StoneX Group first reported a position in EFV in Q1 2021 and held it in 13 quarters. The position peaked at $1.47M in Q4 2021. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • StoneX Group reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 12,035 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $859K.
  • StoneX Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and held it in 13 quarters.
  • StoneX Group's iShares MSCI EAFE Value ETF position peaked at $1.47M in Q4 2021.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.