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A4 Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

A4 Wealth Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$502K Sell
6,564
-1,967
-23% -$152K 0.33% 41
2026
Q1 		$634K Sell
8,531
-32,143
-79% -$2.42M 0.52% 40
2025
Q4 		$2.9M Buy
40,674
+9,755
+32% +$678K 2.51% 10
2025
Q3 		$2.1M Buy
+30,919
New +$2.04M 1.77% 13

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

A4 Wealth Advisors's EFV Position: Q2 2026 in Review

A4 Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 23% in Q2 2026, selling an estimated $152K and leaving 6,564 shares worth $502K. The position accounts for 0.33% of the portfolio, ranked #41.

A4 Wealth Advisors first reported a position in EFV in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.9M in Q4 2025. 785 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • A4 Wealth Advisors held 6,564 shares of iShares MSCI EAFE Value ETF worth $502K as of Q2 2026.
  • A4 Wealth Advisors sold 1,967 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $152K.
  • iShares MSCI EAFE Value ETF made up 0.33% of A4 Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • A4 Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $2.9M in Q4 2025.
  • 785 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.