Question 1

How many shares of EFV does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 120,209 shares of EFV (ISHARES MSCI EAFE VALUE ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's EFV position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's EFV position is worth $9.2M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling EFV?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their EFV position (-39.6% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy EFV?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in EFV in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	120,209	-39.6%	$9.2M	0.0%	$76.55	0
2026-Q1	Decreased	199,086	-5.7%	$14.8M	0.1%	$75.72	0
2025-Q4	Decreased	211,142	-6.3%	$15.1M	0.1%	$71.68	0
2025-Q3	Decreased	225,350	-12.8%	$15.3M	0.1%	$66.07	0
2025-Q2	Increased	258,358	+32.8%	$16.4M	0.1%	$62.08	43
2025-Q1	Decreased	194,563	-19.0%	$11.5M	0.1%	$56.91	0
2024-Q4	Increased	240,146	+12.8%	$12.6M	0.1%	$50.13	38
2024-Q3	Increased	212,922	+78.1%	$12.2M	0.1%	$54.42	51
2024-Q2	Decreased	119,547	-23.4%	$6.3M	0.1%	$49.90	0
2024-Q1	Decreased	156,150	-19.9%	$8.5M	0.1%	$49.76	0
2023-Q4	Decreased	194,983	-8.6%	$10.2M	0.1%	$47.66	0
2023-Q3	Increased	213,261	+47.7%	$10.4M	0.2%	$43.94	45
2023-Q2	Increased	144,393	+11.3%	$7.1M	0.1%	$43.52	36
2023-Q1	Decreased	129,713	-29.9%	$6.3M	0.1%	$42.26	0
2022-Q4	Increased	185,151	+19.7%	$8.5M	0.1%	$40.10	39
2022-Q3	Decreased	154,622	-14.5%	$6M	0.1%	$33.55	0
2022-Q2	Increased	180,914	+14.0%	$7.9M	0.1%	$37.86	37
2022-Q1	Decreased	158,673	-6.2%	$8M	0.1%	$42.85	0
2021-Q4	Increased	169,238	+10.3%	$8.5M	0.1%	$42.28	36
2021-Q3	Increased	153,396	+3.6%	$7.8M	0.1%	$42.01	34
2021-Q2	Decreased	148,047	-42.3%	$7.7M	0.1%	$42.76	0
2021-Q1	Increased	256,586	+806x	$6.5B	0.1%	$41.41	62
2020-Q4	Decreased	318	-16.1%	$15,000	0.0%	$38.39	0
2020-Q3	Increased	379	+19.2%	$15,000	0.0%	$32.21	21
2020-Q2	Unchanged	318	0.0%	$13,000	0.0%	$31.86	0
2020-Q1	Decreased	318	-83.9%	$11,000	0.0%	$28.47	0
2019-Q4	Increased	1,970	+9.8%	$98,000	0.0%	$39.13	24
2019-Q3	Decreased	1,794	-25.8%	$84,000	0.0%	$36.47	0
2019-Q2	New	2,419	-	$116,000	0.0%	$37.10	30

EFV29 quarters

EFV
29 quarters