Zions Bancorporation, National Association’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Zions Bancorporation, National Association’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	$181K	Hold	2,362	–	–	0.01%	367
2026 Q1	$176K	Hold	2,362	–	–	0.01%	354
2025 Q4	$169K	Hold	2,362	–	–	0.01%	453
2025 Q3	$160K	Hold	2,362	–	–	0.01%	401
2025 Q2	$150K	Hold	2,362	–	–	0.01%	364
2025 Q1	$139K	Buy	+2,362	New	+$134K	0.01%	356

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

RIG

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Zions Bancorporation, National Association's EFV Position: Q2 2026 in Review

Zions Bancorporation, National Association held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 2,362 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #367.

Zions Bancorporation, National Association first reported a position in EFV in Q1 2025 and has held it in 6 quarters since. 652 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Zions Bancorporation, National Association held 2,362 shares of iShares MSCI EAFE Value ETF worth $181K as of Q2 2026.
Zions Bancorporation, National Association left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #367 holding.
Zions Bancorporation, National Association first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 6 quarters since.
652 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.