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Sutton Place Investors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sutton Place Investors’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 		$1.67M Sell
22,495
-7,679
-25% -$577K 0.91% 27
2025
Q4 		$2.15M Sell
30,174
-4,633
-13% -$322K 1.18% 23
2025
Q3 		$2.36M Sell
34,807
-9,441
-21% -$622K 1.35% 19
2025
Q2 		$2.81M Buy
44,248
+13,036
+42% +$798K 1.69% 14
2025
Q1 		$1.84M Sell
31,212
-6,960
-18% -$394K 1.24% 24
2024
Q4 		$2M Buy
38,172
+2,947
+8% +$161K 1.16% 24
2024
Q3 		$2.03M Buy
35,225
+16,922
+92% +$934K 1.24% 20
2024
Q2 		$971K Sell
18,303
-5,249
-22% -$285K 0.65% 42
2024
Q1 		$1.28M Buy
23,552
+2,617
+13% +$137K 0.63% 42
2023
Q4 		$1.09M Sell
20,935
-2,837
-12% -$140K 0.79% 36
2023
Q3 		$1.16M Buy
23,772
+9,637
+68% +$477K 1.51% 20
2023
Q2 		$692K Sell
14,135
-981
-6% -$48.3K 0.96% 34
2023
Q1 		$734K Sell
15,116
-4,637
-23% -$224K 1% 32
2022
Q4 		$906K Buy
19,753
+728
+4% +$31.6K 1.29% 23
2022
Q3 		$733K Sell
19,025
-8,850
-32% -$377K 1.11% 30
2022
Q2 		$1.21M Buy
27,875
+492
+2% +$23.4K 1.76% 16
2022
Q1 		$1.34M Buy
27,383
+3,679
+16% +$187K 1.6% 18
2021
Q4 		$1.19M Buy
+23,704
New +$1.21M 1.37% 22

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

Sutton Place Investors's EFV Position: Q1 2026 in Review

Sutton Place Investors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 25% in Q1 2026, selling an estimated $577K and leaving 22,495 shares worth $1.67M. The position accounts for 0.91% of the portfolio, ranked #27.

Sutton Place Investors first reported a position in EFV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.81M in Q2 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Sutton Place Investors held 22,495 shares of iShares MSCI EAFE Value ETF worth $1.67M as of Q1 2026.
  • Sutton Place Investors sold 7,679 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $577K.
  • iShares MSCI EAFE Value ETF made up 0.91% of Sutton Place Investors's portfolio in Q1 2026, its #27 holding.
  • Sutton Place Investors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Sutton Place Investors's iShares MSCI EAFE Value ETF position peaked at $2.81M in Q2 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.