ZS
EFV icon

Zenith Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Zenith Solutions’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 		$2.54M Buy
+33,148
New +$2.57M 2.3% 11

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Zenith Solutions's EFV Position: Q2 2026 in Review

Zenith Solutions opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 33,148 shares worth $2.54M. The stake represents 2.3% of the portfolio and ranks #11 among its holdings.

1,205 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Zenith Solutions held 33,148 shares of iShares MSCI EAFE Value ETF worth $2.54M as of Q2 2026.
  • iShares MSCI EAFE Value ETF was a new Zenith Solutions position in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 2.3% of Zenith Solutions's portfolio in Q2 2026, its #11 holding.
  • 1,205 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Zenith Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.