Rose Capital Advisors LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Rose Capital Advisors LLC’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	$2.53M	Buy	+33,011	New	+$2.56M	1.27%	20

Other funds holding EFV

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

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Rose Capital Advisors LLC's EFV Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 33,011 shares worth $2.53M. The stake represents 1.27% of the portfolio and ranks #20 among its holdings.

833 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Rose Capital Advisors LLC held 33,011 shares of iShares MSCI EAFE Value ETF worth $2.53M as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Rose Capital Advisors LLC position in Q2 2026.
iShares MSCI EAFE Value ETF made up 1.27% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #20 holding.
833 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.