AG
EFV icon

AlTi Global’s iShares MSCI EAFE Value ETF EFV Stock Holding History

AlTi Global’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 		$475K Hold
6,205
– – 0.01% 369
2026
Q1 		$461K Hold
6,205
– – 0.01% 325
2025
Q4 		$443K Hold
6,205
– – 0.01% 321
2025
Q3 		$421K Hold
6,205
– – 0.01% 327
2025
Q2 		$394K Sell
6,205
-3,753
-38% -$230K 0.01% 324
2025
Q1 		$587K Buy
9,958
+516
+5% +$29.2K 0.02% 261
2024
Q4 		$495K Hold
9,442
– – 0.01% 283
2024
Q3 		$543K Hold
9,442
– – 0.01% 261
2024
Q2 		$501K Hold
9,442
– – 0.01% 257
2024
Q1 		$514K Sell
9,442
-66
-0.7% -$3.44K 0.01% 245
2023
Q4 		$495K Buy
+9,508
New +$471K 0.02% 244

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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AlTi Global's EFV Position: Q2 2026 in Review

AlTi Global held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 6,205 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #369.

AlTi Global first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $587K in Q1 2025. 833 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • AlTi Global held 6,205 shares of iShares MSCI EAFE Value ETF worth $475K as of Q2 2026.
  • AlTi Global left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of AlTi Global's portfolio in Q2 2026, its #369 holding.
  • AlTi Global first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's iShares MSCI EAFE Value ETF position peaked at $587K in Q1 2025.
  • 833 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.