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Wells Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wells Financial 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 		$49.4K Sell
665
-1,390
-68% -$104K 0.22% 42
2025
Q4 		$147K Sell
2,055
-530
-21% -$36.8K 0.28% 38
2025
Q3 		$175K Buy
2,585
+65
+3% +$4.28K 0.23% 43
2025
Q2 		$160K Buy
2,520
+1,555
+161% +$95.1K 0.22% 43
2025
Q1 		$56.9K Buy
965
+500
+108% +$28.3K 0.08% 57
2024
Q4 		$24.4K Sell
465
-198
-30% -$10.8K 0.03% 68
2024
Q3 		$38.1K Sell
663
-8,419
-93% -$465K 0.05% 61
2024
Q2 		$482K Buy
+9,082
New +$494K 0.32% 37

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

Wells Financial Advisors's EFV Position: Q1 2026 in Review

Wells Financial Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 68% in Q1 2026, selling an estimated $104K and leaving 665 shares worth $49.4K. The position accounts for 0.22% of the portfolio, ranked #42.

Wells Financial Advisors first reported a position in EFV in Q2 2024 and has held it in 8 quarters since. The position peaked at $482K in Q2 2024. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Wells Financial Advisors held 665 shares of iShares MSCI EAFE Value ETF worth $49.4K as of Q1 2026.
  • Wells Financial Advisors sold 1,390 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $104K.
  • iShares MSCI EAFE Value ETF made up 0.22% of Wells Financial Advisors's portfolio in Q1 2026, its #42 holding.
  • Wells Financial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and has held it in 8 quarters since.
  • Wells Financial Advisors's iShares MSCI EAFE Value ETF position peaked at $482K in Q2 2024.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.