ABWM
EFV icon

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

Alpine Bank 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 		$403K Sell
5,258
-190
-3% -$14.7K 0.05% 130
2026
Q1 		$405K Sell
5,448
-591
-10% -$44.4K 0.06% 121
2025
Q4 		$431K Buy
+6,039
New +$420K 0.06% 110
2024
Q3 		$14.4K Buy
+250
New +$13.8K ﹤0.01% 380

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Alpine Bank Wealth Management's EFV Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3.5% in Q2 2026, selling an estimated $14.7K and leaving 5,258 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #130.

Alpine Bank Wealth Management first reported a position in EFV in Q3 2024 and has held it in 4 quarters since. The position peaked at $431K in Q4 2025. 889 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Alpine Bank Wealth Management held 5,258 shares of iShares MSCI EAFE Value ETF worth $403K as of Q2 2026.
  • Alpine Bank Wealth Management sold 190 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $14.7K.
  • iShares MSCI EAFE Value ETF made up 0.05% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Alpine Bank Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 4 quarters since.
  • Alpine Bank Wealth Management's iShares MSCI EAFE Value ETF position peaked at $431K in Q4 2025.
  • 889 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.