WA
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Waystone Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Waystone 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 		– Sell
-4,977
Closed -$355K – 106
2025
Q4 		$355K Buy
+4,977
New +$346K 0.3% 76

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Waystone Advisors's EFV Position: Q1 2026 in Review

Waystone Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 4,977 shares — an estimated $355K sold.

Waystone Advisors first reported a position in EFV in Q4 2025 and held it in 1 quarter. The position peaked at $355K in Q4 2025. 1,267 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Waystone Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
  • Waystone Advisors sold 4,977 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $355K.
  • Waystone Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and held it in 1 quarter.
  • Waystone Advisors's iShares MSCI EAFE Value ETF position peaked at $355K in Q4 2025.
  • 1,267 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Waystone Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.