AWM
EFV icon

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

Accurate 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 		$847K Sell
10,799
-284
-3% -$22K 0.08% 247
2026
Q1 		$861K Sell
11,083
-66
-0.6% -$4.96K 0.1% 216
2025
Q4 		$808K Sell
11,149
-34
-0.3% -$2.36K 0.1% 209
2025
Q3 		$756K Sell
11,183
-259
-2% -$17.1K 0.1% 215
2025
Q2 		$734K Buy
11,442
+6,439
+129% +$394K 0.11% 196
2025
Q1 		$283K Buy
+5,003
New +$283K 0.05% 298
2023
Q1 		– Sell
-474
Closed -$22.6K – 582
2022
Q4 		$22.6K Buy
+474
New +$20.6K 0.01% 644

Other funds holding EFV

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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Accurate Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.6% in Q2 2026, selling an estimated $22K and leaving 10,799 shares worth $847K. The position accounts for 0.08% of the portfolio, ranked #247.

Accurate Wealth Management first reported a position in EFV in Q4 2022 and has held it in 7 quarters since. The position peaked at $861K in Q1 2026. 552 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Accurate Wealth Management held 10,799 shares of iShares MSCI EAFE Value ETF worth $847K as of Q2 2026.
  • Accurate Wealth Management sold 284 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $22K.
  • iShares MSCI EAFE Value ETF made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Accurate Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 7 quarters since.
  • Accurate Wealth Management's iShares MSCI EAFE Value ETF position peaked at $861K in Q1 2026.
  • 552 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.