AFC
EFV icon

Ares Financial Consulting’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Ares Financial Consulting’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 		$74K Buy
967
+25
+3% +$1.94K 0.05% 176
2026
Q1 		$70.9K Hold
942
– – 0.06% 168
2025
Q4 		$67.3K Buy
+942
New +$65.5K 0.06% 132

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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
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
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ares Financial Consulting's EFV Position: Q2 2026 in Review

Ares Financial Consulting increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.7% in Q2 2026, buying an estimated $1.94K and bringing the position to 967 shares worth $74K. The position accounts for 0.05% of the portfolio, ranked #176.

Ares Financial Consulting first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 738 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Ares Financial Consulting held 967 shares of iShares MSCI EAFE Value ETF worth $74K as of Q2 2026.
  • Ares Financial Consulting bought 25 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.94K.
  • iShares MSCI EAFE Value ETF made up 0.05% of Ares Financial Consulting's portfolio in Q2 2026, its #176 holding.
  • Ares Financial Consulting first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.