AIA
EFV icon

Angeles Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Angeles Investment 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 		– Sell
-756,850
Closed -$56.3M – 33
2026
Q1 		$56.3M Sell
756,850
-38,650
-5% -$2.9M 3.78% 5
2025
Q4 		$56.8M Buy
+795,500
New +$55.3M 3.79% 7
2023
Q4 		– Sell
-396,400
Closed -$19.4M – 200
2023
Q3 		$19.4M Buy
+396,400
New +$19.6M 1.52% 13
2023
Q2 		– Sell
-9,500
Closed -$461K – 169
2023
Q1 		$461K Sell
9,500
-1,619,625
-99% -$78.4M 0.04% 65
2022
Q4 		$74.7M Buy
1,629,125
+1,561,090
+2,295% +$67.8M 6.4% 5
2022
Q3 		$3.71M Buy
68,035
+13,110
+24% +$559K 0.39% 16
2022
Q2 		$2.38M Sell
54,925
-1,696,047
-97% -$80.8M 0.22% 17
2022
Q1 		$88M Buy
1,750,972
+1,734,158
+10,314% +$88.2M 6.07% 5
2021
Q4 		$847K Hold
16,814
– – 0.04% 89
2021
Q3 		$855K Hold
16,814
– – 0.05% 87
2021
Q2 		$870K Hold
16,814
– – 0.05% 67
2021
Q1 		$857K Buy
16,814
+12,256
+269% +$609K 0.07% 55
2020
Q4 		$215K Buy
+4,558
New +$201K 0.02% 108

Other funds holding EFV

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Angeles Investment Advisors's EFV Position: Q2 2026 in Review

Angeles Investment Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 756,850 shares — an estimated $56.3M sold.

Angeles Investment Advisors first reported a position in EFV in Q4 2020 and held it in 13 quarters. The position peaked at $88M in Q1 2022. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Angeles Investment Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Angeles Investment Advisors sold 756,850 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $56.3M.
  • Angeles Investment Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2020 and held it in 13 quarters.
  • Angeles Investment Advisors's iShares MSCI EAFE Value ETF position peaked at $88M in Q1 2022.
  • 418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.