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EFVEFV
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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES MSCI EAFE VALUE ETF

AE Wealth Management LLC holds 906,149 shares of EFV (ISHARES MSCI EAFE VALUE ETF), worth $69.4M as of 2026-Q2. The position was decreased (-2.5% shares). EFV represents 0.3% of AE Wealth Management LLC's portfolio.

Current Value

$69.4M

Current Shares

906,149

Total Value Change

+$11.4M

Total Shares Change

-101,296

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
906,149
-2.5%
$69.4M0.3%$76.55
0
2026-Q1
Decreased
929,760
-11.5%
$69.1M0.4%$75.72
0
2025-Q4
Increased
1.1M
+1.0%
$75M0.4%$71.68
36
2025-Q3
Decreased
1M
-3.0%
$70.6M0.4%$66.07
0
2025-Q2
Increased
1.1M
+1.5%
$68.1M0.5%$62.08
36
2025-Q1
Decreased
1.1M
-0.7%
$62.3M0.5%$56.91
0
2024-Q4
Increased
1.1M
+5.6%
$55.8M0.5%$50.13
37
2024-Q3
Increased
1M
+23.6%
$58M0.5%$54.42
50

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

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