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

Aaron 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 		$485K Buy
6,331
+164
+3% +$12.7K 0.02% 427
2026
Q1 		$459K Hold
6,167
– – 0.03% 413
2025
Q4 		$440K Buy
6,167
+136
+2% +$9.45K 0.02% 469
2025
Q3 		$409K Hold
6,031
– – 0.02% 457
2025
Q2 		$383K Buy
6,031
+105
+2% +$6.42K 0.04% 302
2025
Q1 		$349K Sell
5,926
-61
-1% -$3.45K 0.04% 297
2024
Q4 		$314K Buy
5,987
+103
+2% +$5.64K 0.04% 307
2024
Q3 		$339K Sell
5,884
-29
-0.5% -$1.6K 0.04% 271
2024
Q2 		$314K Sell
5,913
-140
-2% -$7.61K 0.04% 231
2024
Q1 		$329K Sell
6,053
-18
-0.3% -$940 0.05% 204
2023
Q4 		$316K Buy
6,071
+103
+2% +$5.1K 0.05% 187
2023
Q3 		$292K Sell
5,968
-236
-4% -$11.7K 0.04% 200
2023
Q2 		$304K Buy
6,204
+560
+10% +$27.6K 0.04% 205
2023
Q1 		$274K Hold
5,644
– – 0.04% 208
2022
Q4 		$259K Buy
+5,644
New +$245K 0.04% 210

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Aaron Wealth Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.7% in Q2 2026, buying an estimated $12.7K and bringing the position to 6,331 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #427.

Aaron Wealth Advisors first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Aaron Wealth Advisors held 6,331 shares of iShares MSCI EAFE Value ETF worth $485K as of Q2 2026.
  • Aaron Wealth Advisors bought 164 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $12.7K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #427 holding.
  • Aaron Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.