AWM
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Abound Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Abound Wealth Management’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 		$36.1K Hold
472
– – 0.01% 277
2026
Q1 		$35.1K Buy
472
+35
+8% +$2.63K 0.01% 300
2025
Q4 		$31.2K Sell
437
-59
-12% -$4.1K 0.01% 295
2025
Q3 		$33.6K Buy
496
+102
+26% +$6.72K 0.01% 271
2025
Q2 		$25K Sell
394
-917
-70% -$56.1K 0.01% 292
2025
Q1 		$77.2K Buy
1,311
+897
+217% +$50.7K 0.03% 138
2024
Q4 		$21.7K Buy
414
+90
+28% +$4.93K 0.01% 269
2024
Q3 		$18.6K Hold
324
– – 0.01% 310
2024
Q2 		$17.2K Hold
324
– – 0.01% 281
2024
Q1 		$17.6K Sell
324
-8
-2% -$418 0.01% 275
2023
Q4 		$17.3K Hold
332
– – 0.01% 287
2023
Q3 		$16.2K Hold
332
– – 0.01% 245
2023
Q2 		$16.2K Hold
332
– – 0.01% 251
2023
Q1 		$16.1K Sell
332
-331
-50% -$16K 0.01% 231
2022
Q4 		$30.4K Buy
663
+18
+3% +$781 0.01% 153
2022
Q3 		$24.9K Buy
645
+285
+79% +$12.1K 0.01% 170
2022
Q2 		$15.6K Hold
360
– – 0.01% 85
2022
Q1 		$18.1K Sell
360
-881
-71% -$44.8K 0.01% 83
2021
Q4 		$62.5K Buy
+1,241
New +$63.4K 0.05% 61

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

Abound Wealth Management's EFV Position: Q2 2026 in Review

Abound Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 472 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #277.

Abound Wealth Management first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. The position peaked at $77.2K in Q1 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Abound Wealth Management held 472 shares of iShares MSCI EAFE Value ETF worth $36.1K as of Q2 2026.
  • Abound Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Abound Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's iShares MSCI EAFE Value ETF position peaked at $77.2K in Q1 2025.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.