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

Acorn 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	$231K	Sell	3,023 -444	-13%	-$34.4K	0.06%	276
2026 Q1	$258K	Sell	3,467 -30	-0.9%	-$2.25K	0.08%	226
2025 Q4	$250K	Sell	3,497 -2,273	-39%	-$158K	0.07%	238
2025 Q3	$391K	Buy	+5,770	New	+$380K	0.12%	167
2018 Q3	–	Sell	-667	Closed	-$34K	–	195
2018 Q2	$34K	Hold	667	–	–	0.03%	322
2018 Q1	$37K	Buy	667 +85	+15%	+$4.77K	0.03%	310
2017 Q4	$33K	Buy	+582	New	+$32K	0.03%	310

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Acorn Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 13% in Q2 2026, selling an estimated $34.4K and leaving 3,023 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #276.

Acorn Wealth Advisors first reported a position in EFV in Q4 2017 and has held it in 7 quarters since. The position peaked at $391K in Q3 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Acorn Wealth Advisors held 3,023 shares of iShares MSCI EAFE Value ETF worth $231K as of Q2 2026.
Acorn Wealth Advisors sold 444 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $34.4K.
iShares MSCI EAFE Value ETF made up 0.06% of Acorn Wealth Advisors's portfolio in Q2 2026, its #276 holding.
Acorn Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and has held it in 7 quarters since.
Acorn Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $391K in Q3 2025.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.