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Western Financial Corp’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Western Financial Corp’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
-2,917
Closed -$208K – 134
2025
Q4 		$208K Sell
2,917
-1,652
-36% -$115K 0.08% 110
2025
Q3 		$310K Sell
4,569
-573
-11% -$37.7K 0.13% 103
2025
Q2 		$326K Buy
5,142
+1,498
+41% +$91.7K 0.17% 104
2025
Q1 		$215K Sell
3,644
-1,327
-27% -$75.1K 0.12% 113
2024
Q4 		$261K Sell
4,971
-2,559
-34% -$140K 0.14% 118
2024
Q3 		$433K Buy
+7,530
New +$416K 0.25% 86
2024
Q2 		– Sell
-5,295
Closed -$288K – 119
2024
Q1 		$288K Sell
5,295
-6,125
-54% -$320K 0.18% 103
2023
Q4 		$595K Sell
11,420
-1,223
-10% -$60.5K 0.4% 81
2023
Q3 		$619K Buy
12,643
+3,202
+34% +$159K 0.45% 73
2023
Q2 		$462K Sell
9,441
-502
-5% -$24.7K 0.31% 86
2023
Q1 		$483K Sell
9,943
-2,176
-18% -$105K 0.34% 90
2022
Q4 		$556K Buy
12,119
+4,826
+66% +$209K 0.36% 79
2022
Q3 		$281K Sell
7,293
-1,231
-14% -$52.5K 0.2% 86
2022
Q2 		$370K Sell
8,524
-140
-2% -$6.67K 0.26% 83
2022
Q1 		$435K Buy
8,664
+554
+7% +$28.2K 0.25% 76
2021
Q4 		$409K Buy
8,110
+539
+7% +$27.5K 0.21% 73
2021
Q3 		$385K Buy
7,571
+938
+14% +$48.6K 0.23% 72
2021
Q2 		$343K Buy
6,633
+1,039
+19% +$55K 0.19% 71
2021
Q1 		$285K Buy
+5,594
New +$278K 0.17% 72

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Western Financial Corp's EFV Position: Q1 2026 in Review

Western Financial Corp sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 2,917 shares — an estimated $208K sold.

Western Financial Corp first reported a position in EFV in Q1 2021 and held it in 19 quarters. The position peaked at $619K in Q3 2023. 1,266 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Western Financial Corp reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
  • Western Financial Corp sold 2,917 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $208K.
  • Western Financial Corp first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and held it in 19 quarters.
  • Western Financial Corp's iShares MSCI EAFE Value ETF position peaked at $619K in Q3 2023.
  • 1,266 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.