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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
Q2 		$400K Buy
+5,231
New +$405K 0.02% 664
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
+3,746
+29% +$205K 0.05% 314
2024
Q3 		$751K Sell
13,059
-561
-4% -$31K 0.05% 275
2024
Q2 		$722K Sell
13,620
-1,344
-9% -$73.1K 0.06% 263
2024
Q1 		$814K Sell
14,964
-340
-2% -$17.7K 0.07% 229
2023
Q4 		$797K Sell
15,304
-3,922
-20% -$194K 0.08% 220
2023
Q3 		$941K Sell
19,226
-962
-5% -$47.6K 0.1% 177
2023
Q2 		$988K Sell
20,188
-897
-4% -$44.2K 0.1% 175
2023
Q1 		$1.02M Sell
21,085
-1,333
-6% -$64.5K 0.11% 163
2022
Q4 		$1.03M Sell
22,418
-2,617
-10% -$114K 0.12% 154
2022
Q3 		$965K Sell
25,035
-358
-1% -$15.3K 0.13% 150
2022
Q2 		$1.1M Sell
25,393
-1,078
-4% -$51.3K 0.13% 141
2022
Q1 		$1.33M Sell
26,471
-2,558
-9% -$130K 0.11% 166
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 $424B AUM 22.96% 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

StoneX Group's EFV Position: Q2 2026 in Review

StoneX Group opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 5,231 shares worth $400K. The stake represents 0.02% of the portfolio and ranks #664 among its holdings. This is a return to the name: StoneX Group previously reported a position in EFV as recently as Q4 2025.

StoneX Group first reported a position in EFV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.47M in Q4 2021. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • StoneX Group held 5,231 shares of iShares MSCI EAFE Value ETF worth $400K as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new StoneX Group position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.02% of StoneX Group's portfolio in Q2 2026, its #664 holding.
  • StoneX Group first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 21 quarters since.
  • StoneX Group's iShares MSCI EAFE Value ETF position peaked at $1.47M in Q4 2021.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.