Zenith Solutions
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
Q3 		$2.45M Sell
61,852
-4,444
-7% -$179K 2.18% 13
2026
Q2 		$2.54M Buy
+66,296
New +$2.57M 2.3% 11

Other funds holding EFV

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Fidelity Investments
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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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Zenith Solutions's EFV Position: Q3 2026 in Review

Zenith Solutions reduced its iShares MSCI EAFE Value ETF (EFV) stake by 6.7% in Q3 2026, selling an estimated $179K and leaving 61,852 shares worth $2.45M. The position accounts for 2.18% of the portfolio, ranked #13.

Zenith Solutions first reported a position in EFV in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.54M in Q2 2026. 1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Zenith Solutions held 61,852 shares of iShares MSCI EAFE Value ETF worth $2.45M as of Q3 2026.
  • Zenith Solutions sold 4,444 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $179K.
  • iShares MSCI EAFE Value ETF made up 2.18% of Zenith Solutions's portfolio in Q3 2026, its #13 holding.
  • Zenith Solutions first reported a position in iShares MSCI EAFE Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Zenith Solutions's iShares MSCI EAFE Value ETF position peaked at $2.54M in Q2 2026.
  • 1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.