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

Angeles 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	$11.5K	Sell	150 -1,429	-91%	-$111K	﹤0.01%	607
2026 Q1	$117K	Sell	1,579 -2,279	-59%	-$171K	0.01%	440
2025 Q4	$276K	Hold	3,858	–	–	0.02%	309
2025 Q3	$262K	Hold	3,858	–	–	0.02%	282
2025 Q2	$245K	Hold	3,858	–	–	0.02%	291
2025 Q1	$227K	Sell	3,858 -350	-8%	-$19.8K	0.02%	265
2024 Q4	$221K	Sell	4,208 -500	-11%	-$27.4K	0.02%	273
2024 Q3	$271K	Sell	4,708 -12,256	-72%	-$677K	0.02%	220
2024 Q2	$900K	Hold	16,964	–	–	0.08%	81
2024 Q1	$923K	Hold	16,964	–	–	0.09%	76
2023 Q4	$884K	Buy	16,964 +150	+0.9%	+$7.42K	0.11%	73
2023 Q3	$823K	Hold	16,814	–	–	0.12%	68
2023 Q2	$823K	Hold	16,814	–	–	0.11%	80
2023 Q1	$816K	Sell	16,814 -5,570	-25%	-$270K	0.12%	85
2022 Q4	$1.03M	Sell	22,384 -795	-3%	-$34.5K	0.18%	66
2022 Q3	$893K	Sell	23,179 -3,025	-12%	-$129K	0.18%	65
2022 Q2	$1.14M	Sell	26,204 -6,890	-21%	-$328K	0.23%	52
2022 Q1	$1.66M	Buy	+33,094	New	+$1.68M	0.31%	42

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Angeles Wealth Management's EFV Position: Q2 2026 in Review

Angeles Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 91% in Q2 2026, selling an estimated $111K and leaving 150 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Angeles Wealth Management first reported a position in EFV in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.66M in Q1 2022. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Angeles Wealth Management held 150 shares of iShares MSCI EAFE Value ETF worth $11.5K as of Q2 2026.
Angeles Wealth Management sold 1,429 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $111K.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #607 holding.
Angeles Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2022 and has held it in 18 quarters since.
Angeles Wealth Management's iShares MSCI EAFE Value ETF position peaked at $1.66M in Q1 2022.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.