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BOLTON SECURITIES CORPORATION’s iShares MSCI EAFE Value ETF EFV Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$202K Sell
5,114
-1,922
-27% -$77.5K 0.01% 886
2026
Q2 		$269K Buy
7,036
+550
+8% +$21.3K 0.01% 803
2026
Q1 		$241K Buy
+6,486
New +$244K 0.01% 760
2025
Q3 		$200K Buy
+5,904
New +$194K 0.01% 744
2025
Q1 		$96.7K Buy
+3,282
New +$92.8K 0.01% 884

Other funds holding EFV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EFV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its iShares MSCI EAFE Value ETF (EFV) stake by 27% in Q3 2026, selling an estimated $77.5K and leaving 5,114 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #886.

BOLTON SECURITIES CORPORATION first reported a position in EFV in Q1 2025 and has held it in 5 quarters since. The position peaked at $269K in Q2 2026. 999 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 5,114 shares of iShares MSCI EAFE Value ETF worth $202K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 1,922 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $77.5K.
  • iShares MSCI EAFE Value ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #886 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares MSCI EAFE Value ETF position peaked at $269K in Q2 2026.
  • 999 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.