UF
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Univest Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Univest Financial’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 		$1.93M Sell
25,932
-70
-0.3% -$5.26K 0.11% 121
2025
Q4 		$1.86M Buy
26,002
+62
+0.2% +$4.31K 0.1% 129
2025
Q3 		$1.76M Sell
25,940
-50
-0.2% -$3.29K 0.1% 122
2025
Q2 		$1.65M Sell
25,990
-307
-1% -$18.8K 0.1% 122
2025
Q1 		$1.55M Buy
26,297
+22
+0.1% +$1.25K 0.1% 131
2024
Q4 		$1.38M Sell
26,275
-1,665
-6% -$91.2K 0.09% 136
2024
Q3 		$1.61M Buy
+27,940
New +$1.54M 0.11% 124

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

Univest Financial's EFV Position: Q1 2026 in Review

Univest Financial reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.27% in Q1 2026, selling an estimated $5.26K and leaving 25,932 shares worth $1.93M. The position accounts for 0.11% of the portfolio, ranked #121.

Univest Financial first reported a position in EFV in Q3 2024 and has held it in 7 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Univest Financial held 25,932 shares of iShares MSCI EAFE Value ETF worth $1.93M as of Q1 2026.
  • Univest Financial sold 70 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $5.26K.
  • iShares MSCI EAFE Value ETF made up 0.11% of Univest Financial's portfolio in Q1 2026, its #121 holding.
  • Univest Financial first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.