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Advus Financial Partners, LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Advus Financial Partners, 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 		$7.31M Sell
95,545
-8,529
-8% -$660K 1.66% 10
2026
Q1 		$7.74M Buy
104,074
+2,550
+3% +$192K 1.94% 7
2025
Q4 		$7.25M Sell
101,524
-2,629
-3% -$183K 1.76% 10
2025
Q3 		$7.06M Buy
104,153
+11,002
+12% +$725K 1.7% 10
2025
Q2 		$5.91M Buy
93,151
+9,274
+11% +$567K 1.51% 13
2025
Q1 		$4.94M Sell
83,877
-3,301
-4% -$187K 1.38% 13
2024
Q4 		$4.57M Buy
87,178
+3,222
+4% +$176K 1.29% 16
2024
Q3 		$4.83M Sell
83,956
-4,636
-5% -$256K 1.38% 14
2024
Q2 		$4.7M Sell
88,592
-6,193
-7% -$337K 1.43% 13
2024
Q1 		$5.16M Buy
94,785
+2,869
+3% +$150K 1.59% 13
2023
Q4 		$4.79M Buy
91,916
+2,874
+3% +$142K 1.64% 14
2023
Q3 		$4.36M Buy
89,042
+13,771
+18% +$682K 1.71% 13
2023
Q2 		$3.68M Sell
75,271
-894
-1% -$44K 1.42% 17
2023
Q1 		$3.7M Sell
76,165
-4,854
-6% -$235K 1.53% 16
2022
Q4 		$3.72M Buy
81,019
+1,683
+2% +$73.1K 1.62% 17
2022
Q3 		$3.06M Buy
79,336
+6,506
+9% +$277K 1.63% 14
2022
Q2 		$3.16M Buy
72,830
+23,413
+47% +$1.11M 1.67% 14
2022
Q1 		$2.48M Buy
+49,417
New +$2.51M 1.27% 16
2021
Q3 		$1.45M Buy
+28,785
New +$1.49M 0.8% 23

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advus Financial Partners, LLC's EFV Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its iShares MSCI EAFE Value ETF (EFV) stake by 8.2% in Q2 2026, selling an estimated $660K and leaving 95,545 shares worth $7.31M. The position accounts for 1.66% of the portfolio, ranked #10.

Advus Financial Partners, LLC first reported a position in EFV in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.74M in Q1 2026. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Advus Financial Partners, LLC held 95,545 shares of iShares MSCI EAFE Value ETF worth $7.31M as of Q2 2026.
  • Advus Financial Partners, LLC sold 8,529 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $660K.
  • iShares MSCI EAFE Value ETF made up 1.66% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #10 holding.
  • Advus Financial Partners, LLC first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's iShares MSCI EAFE Value ETF position peaked at $7.74M in Q1 2026.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.