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 Q2	$1.99M	Buy	26,021 +89	+0.3%	+$6.89K	0.1%	117
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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Univest Financial's EFV Position: Q2 2026 in Review

Univest Financial increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.34% in Q2 2026, buying an estimated $6.89K and bringing the position to 26,021 shares worth $1.99M. The position accounts for 0.1% of the portfolio, ranked #117.

Univest Financial first reported a position in EFV in Q3 2024 and has held it in 8 quarters since. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Univest Financial held 26,021 shares of iShares MSCI EAFE Value ETF worth $1.99M as of Q2 2026.
Univest Financial bought 89 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $6.89K.
iShares MSCI EAFE Value ETF made up 0.1% of Univest Financial's portfolio in Q2 2026, its #117 holding.
Univest Financial first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 8 quarters since.
1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.