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Storen Legacy Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Storen Legacy Partners’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 		$8.29M Buy
108,360
+26,531
+32% +$2.05M 2.26% 17
2026
Q1 		$6.08M Buy
+81,829
New +$6.15M 1.91% 19

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

Storen Legacy Partners's EFV Position: Q2 2026 in Review

Storen Legacy Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 32% in Q2 2026, buying an estimated $2.05M and bringing the position to 108,360 shares worth $8.29M. The position accounts for 2.26% of the portfolio, ranked #17.

Storen Legacy Partners first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. 1,242 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Storen Legacy Partners held 108,360 shares of iShares MSCI EAFE Value ETF worth $8.29M as of Q2 2026.
  • Storen Legacy Partners bought 26,531 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.05M.
  • iShares MSCI EAFE Value ETF made up 2.26% of Storen Legacy Partners's portfolio in Q2 2026, its #17 holding.
  • Storen Legacy Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,242 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.