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TS Financial Group (TSFG)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

TS Financial Group (TSFG)’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 		$126K Sell
1,643
-114
-6% -$8.83K 0.02% 246
2026
Q1 		$131K Sell
1,757
-52
-3% -$3.91K 0.02% 223
2025
Q4 		$129K Buy
1,809
+68
+4% +$4.72K 0.02% 219
2025
Q3 		$118K Buy
1,741
+144
+9% +$9.48K 0.02% 229
2025
Q2 		$101K Buy
1,597
+247
+18% +$15.1K 0.02% 233
2025
Q1 		$80K Hold
1,350
– – 0.02% 253
2024
Q4 		$71K Hold
1,350
– – 0.01% 253
2024
Q3 		$78K Hold
1,350
– – 0.02% 243
2024
Q2 		$72K Hold
1,350
– – 0.02% 237
2024
Q1 		$73K Hold
1,350
– – 0.02% 233
2023
Q4 		$70K Hold
1,350
– – 0.02% 242
2023
Q3 		$66K Hold
1,350
– – 0.02% 251
2023
Q2 		$66K Hold
1,350
– – 0.02% 246
2023
Q1 		$66K Hold
1,350
– – 0.02% 251
2022
Q4 		$62K Hold
1,350
– – 0.02% 257
2022
Q3 		$52K Hold
1,350
– – 0.02% 266
2022
Q2 		$59K Hold
1,350
– – 0.03% 262
2022
Q1 		$68K Hold
1,350
– – 0.02% 262
2021
Q4 		$68K Hold
1,350
– – 0.02% 269
2021
Q3 		$69K Hold
1,350
– – 0.03% 276
2021
Q2 		$70K Hold
1,350
– – 0.03% 268
2021
Q1 		$69K Hold
1,350
– – 0.04% 226
2020
Q4 		$64K Hold
1,350
– – 0.03% 216
2020
Q3 		$54K Hold
1,350
– – 0.03% 214
2020
Q2 		$54K Hold
1,350
– – 0.04% 219
2020
Q1 		$48K Buy
+1,350
New +$60K 0.04% 202

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TS Financial Group (TSFG)'s EFV Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares MSCI EAFE Value ETF (EFV) stake by 6.5% in Q2 2026, selling an estimated $8.83K and leaving 1,643 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #246.

TS Financial Group (TSFG) first reported a position in EFV in Q1 2020 and has held it in 26 quarters since. The position peaked at $131K in Q1 2026. 547 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • TS Financial Group (TSFG) held 1,643 shares of iShares MSCI EAFE Value ETF worth $126K as of Q2 2026.
  • TS Financial Group (TSFG) sold 114 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $8.83K.
  • iShares MSCI EAFE Value ETF made up 0.02% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #246 holding.
  • TS Financial Group (TSFG) first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and has held it in 26 quarters since.
  • TS Financial Group (TSFG)'s iShares MSCI EAFE Value ETF position peaked at $131K in Q1 2026.
  • 547 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.