Stonebridge Financial Group, LLC/CA’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$250K	Buy	+3,274	New	+$254K	0.03%	254

Other funds holding EFV

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's EFV Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 3,274 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings.

1,081 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 3,274 shares of iShares MSCI EAFE Value ETF worth $250K as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.03% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #254 holding.
1,081 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.