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EFVEFV
18 quarters

Position history for MFMerit Financial Group, LLC's holdings in ISHARES MSCI EAFE VALUE ETF

Merit Financial Group, LLC holds 1.5M shares of EFV (ISHARES MSCI EAFE VALUE ETF), worth $116.7M as of 2026-Q2. The position was decreased (-35.7% shares). EFV represents 0.7% of Merit Financial Group, LLC's portfolio.

Current Value

$116.7M

Current Shares

1.5M

Total Value Change

+$103.8M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.5M
-35.7%
$116.7M0.7%$76.55
0
2026-Q1
Increased
2.4M
+4.3%
$176.2M1.3%$75.72
50
2025-Q4
Decreased
2.3M
-0.6%
$162.3M1.3%$71.68
0
2025-Q3
Increased
2.3M
+33.6%
$155.1M1.4%$66.07
61
2025-Q2
Increased
1.7M
+60.8%
$108.6M1.2%$62.08
68
2025-Q1
Increased
1.1M
+169.5%
$62.7M0.9%$56.91
67
2024-Q4
Increased
394,763
+154.1%
$20.7M0.4%$50.13
55
2024-Q3
Increased
155,373
+8.3%
$8.9M0.2%$54.42
36
2024-Q2
Decreased
143,441
-32.6%
$7.6M0.2%$49.90
0
2024-Q1
Decreased
212,760
-28.0%
$11.6M0.3%$49.76
0
2023-Q4
Decreased
295,375
-8.8%
$15.4M0.5%$47.66
0
2023-Q3
Increased
323,844
+44.3%
$15.8M0.5%$43.94
54
2023-Q2
Decreased
224,372
-0.7%
$11M0.4%$43.52
0
2023-Q1
Decreased
225,966
-18.6%
$11M0.4%$42.26
0
2022-Q4
Decreased
277,615
-2.2%
$12.7M0.5%$40.10
0
2022-Q3
Decreased
283,943
-50.4%
$10.9M0.5%$33.55
0
2022-Q2
Increased
572,148
+123.9%
$24.8M0.8%$37.86
65
2022-Q1
New
255,520
-
$12.8M0.8%$42.85
55

Other major holders of EFV: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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