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EFV
Showing 8 of 17 quarters

Position history for Merit Financial Group, LLC's holdings in ISHARES TR

Merit Financial Group, LLC holds 2.4M shares of EFV (ISHARES TR), worth $176.2M as of 2026-Q1. The position was increased (+4.3% shares). EFV represents 1.3% of Merit Financial Group, LLC's portfolio.

Current Value

$176.2M

Current Shares

2.4M

Total Value Change

+$168.6M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
+33.7%
$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

Other major holders of EFV: ENVESTNET ASSET MANAGEMENT INC

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