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Advisory Solutions Group, LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Advisory Solutions Group, LLC’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 		$2.47M Buy
+32,320
New +$2.5M 0.84% 31

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

Advisory Solutions Group, LLC's EFV Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 32,320 shares worth $2.47M. The stake represents 0.84% of the portfolio and ranks #31 among its holdings.

554 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Advisory Solutions Group, LLC held 32,320 shares of iShares MSCI EAFE Value ETF worth $2.47M as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.84% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #31 holding.
  • 554 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.