180 Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.25M | Sell |
68,633
-5,458
| -7% | -$423K | 0.53% | 45 |
|
|
2026
Q1 | $5.51M | Sell |
74,091
-1,277
| -2% | -$96K | 0.63% | 33 |
|
|
2025
Q4 | $5.38M | Sell |
75,368
-2,539
| -3% | -$176K | 0.61% | 34 |
|
|
2025
Q3 | $5.28M | Sell |
77,907
-1,084
| -1% | -$71.4K | 0.64% | 32 |
|
|
2025
Q2 | $5.01M | Buy |
78,991
+670
| +0.9% | +$41K | 0.7% | 33 |
|
|
2025
Q1 | $4.62M | Sell |
78,321
-2,197
| -3% | -$124K | 0.74% | 28 |
|
|
2024
Q4 | $4.22M | Sell |
80,518
-1,100
| -1% | -$60.2K | 0.66% | 30 |
|
|
2024
Q3 | $4.7M | Buy |
81,618
+646
| +0.8% | +$35.7K | 0.74% | 26 |
|
|
2024
Q2 | $4.44M | Sell |
80,972
-1,696
| -2% | -$92.2K | 0.72% | 27 |
|
|
2024
Q1 | $4.5M | Sell |
82,668
-1,544
| -2% | -$80.6K | 0.81% | 21 |
|
|
2023
Q4 | $4.36M | Sell |
84,212
-1,407
| -2% | -$69.6K | 0.87% | 22 |
|
|
2023
Q3 | $4.19M | Sell |
85,619
-776
| -0.9% | -$38.4K | 0.94% | 18 |
|
|
2023
Q2 | $4.25M | Sell |
86,395
-835
| -1% | -$41.1K | 0.93% | 19 |
|
|
2023
Q1 | $4.23M | Sell |
87,230
-930
| -1% | -$45K | 0.98% | 17 |
|
|
2022
Q4 | $4.39M | Buy |
88,160
+614
| +0.7% | +$26.7K | 1.03% | 16 |
|
|
2022
Q3 | $3.37M | Buy |
87,546
+1,130
| +1% | +$48.2K | 0.93% | 22 |
|
|
2022
Q2 | $3.76M | Buy |
86,416
+733
| +0.9% | +$34.9K | 0.96% | 17 |
|
|
2022
Q1 | $4.27M | Buy |
85,683
+1,490
| +2% | +$75.8K | 0.93% | 21 |
|
|
2021
Q4 | $4.34M | Buy |
84,193
+1,957
| +2% | +$99.9K | 0.97% | 17 |
|
|
2021
Q3 | $4.3M | Buy |
82,236
+922
| +1% | +$47.8K | 0.95% | 20 |
|
|
2021
Q2 | $4.25M | Buy |
81,314
+4,818
| +6% | +$255K | 0.97% | 20 |
|
|
2021
Q1 | $4.1M | Buy |
76,496
+4,900
| +7% | +$244K | 1.02% | 17 |
|
|
2020
Q4 | $3.51M | Buy |
71,596
+3,317
| +5% | +$146K | 1.01% | 18 |
|
|
2020
Q3 | $2.8M | Buy |
68,279
+5,829
| +9% | +$241K | 1.05% | 16 |
|
|
2020
Q2 | $2.59M | Buy |
62,450
+15,812
| +34% | +$603K | 1.03% | 19 |
|
|
2020
Q1 | $1.63M | Buy |
46,638
+7,153
| +18% | +$318K | 0.85% | 24 |
|
|
2019
Q4 | $1.96M | Sell |
39,485
-3,189
| -7% | -$156K | 0.78% | 24 |
|
|
2019
Q3 | $2.03M | Buy |
42,674
+336
| +0.8% | +$15.7K | 0.9% | 23 |
|
|
2019
Q2 | $1.96M | Buy |
42,338
+2,693
| +7% | +$131K | 0.88% | 25 |
|
|
2019
Q1 | $1.94M | Sell |
39,645
-3,214
| -7% | -$155K | 0.88% | 22 |
|
|
2018
Q4 | $2.23M | Sell |
42,859
-2,340
| -5% | -$113K | 1.04% | 17 |
|
|
2018
Q3 | $2.35M | Buy |
45,199
+244
| +0.5% | +$12.6K | 1.09% | 15 |
|
|
2018
Q2 | $2.31M | Sell |
44,955
-10,922
| -20% | -$596K | 1.14% | 13 |
|
|
2018
Q1 | $3.04M | Sell |
55,877
-4,975
| -8% | -$279K | 1.58% | 8 |
|
|
2017
Q4 | $3.36M | Buy |
+60,852
| New | +$3.34M | 1.71% | 6 |
|
Other funds holding EFV
DWM
180 Wealth Advisors's EFV Position: Q2 2026 in Review
180 Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 7.4% in Q2 2026, selling an estimated $423K and leaving 68,633 shares worth $5.25M. The position accounts for 0.53% of the portfolio, ranked #45.
180 Wealth Advisors first reported a position in EFV in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.51M in Q1 2026. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.
- 180 Wealth Advisors held 68,633 shares of iShares MSCI EAFE Value ETF worth $5.25M as of Q2 2026.
- 180 Wealth Advisors sold 5,458 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $423K.
- iShares MSCI EAFE Value ETF made up 0.53% of 180 Wealth Advisors's portfolio in Q2 2026, its #45 holding.
- 180 Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and has held it in 35 quarters since.
- 180 Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $5.51M in Q1 2026.
- 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.