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Alvarez & Marsal Private Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 Buy
5,260
+926
+21% +$71.7K 0.05% 66
2026
Q1 		$322K Hold
4,334
– – 0.05% 114
2025
Q4 		$309K Buy
+4,334
New +$301K 0.06% 72

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's EFV Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 21% in Q2 2026, buying an estimated $71.7K and bringing the position to 5,260 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #66.

Alvarez & Marsal Private Wealth Partners first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 5,260 shares of iShares MSCI EAFE Value ETF worth $403K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 926 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $71.7K.
  • iShares MSCI EAFE Value ETF made up 0.05% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.