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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

True Link Financial Advisors's EFV Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q1 2026: 1,353 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #150 among its holdings. This is a return to the name: True Link Financial Advisors previously reported a position in EFV as recently as Q4 2023.

True Link Financial Advisors first reported a position in EFV in Q1 2021 and has held it in 13 quarters since. The position peaked at $3.83M in Q1 2022. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

True Link Financial Advisors held 1,353 shares of iShares MSCI EAFE Value ETF worth $101K as of Q1 2026.
iShares MSCI EAFE Value ETF was a new True Link Financial Advisors position in Q1 2026.
iShares MSCI EAFE Value ETF made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #150 holding.
True Link Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 13 quarters since.
True Link Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $3.83M in Q1 2022.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.