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True Link Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

True Link Financial Advisors’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 		– Sell
-1,353
Closed -$101K – 190
2026
Q1 		$101K Buy
+1,353
New +$102K 0.01% 150
2024
Q1 		– Sell
-12,091
Closed -$630K – 66
2023
Q4 		$630K Sell
12,091
-94
-0.8% -$4.65K 0.07% 36
2023
Q3 		$596K Buy
12,185
+148
+1% +$7.33K 0.07% 70
2023
Q2 		$589K Hold
12,037
– – 0.07% 72
2023
Q1 		$584K Sell
12,037
-3,481
-22% -$168K 0.07% 74
2022
Q4 		$712K Buy
15,518
+542
+4% +$23.5K 0.1% 65
2022
Q3 		$577K Sell
14,976
-2,774
-16% -$118K 0.08% 74
2022
Q2 		$770K Sell
17,750
-58,508
-77% -$2.79M 0.12% 70
2022
Q1 		$3.83M Buy
76,258
+57,432
+305% +$2.92M 0.55% 19
2021
Q4 		$949K Buy
18,826
+11,494
+157% +$587K 0.13% 77
2021
Q3 		$373K Buy
7,332
+3,884
+113% +$201K 0.05% 125
2021
Q2 		$178K Buy
3,448
+342
+11% +$18.1K 0.03% 215
2021
Q1 		$158K Buy
+3,106
New +$154K 0.02% 291

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

True Link Financial Advisors's EFV Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 1,353 shares — an estimated $101K sold.

True Link Financial Advisors first reported a position in EFV in Q1 2021 and held it in 13 quarters. The position peaked at $3.83M in Q1 2022. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • True Link Financial Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 1,353 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $101K.
  • True Link Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and held it in 13 quarters.
  • True Link Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $3.83M in Q1 2022.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.