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Arlington Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Arlington Capital 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 		– Sell
-29,878
Closed -$2.22M – 125
2026
Q1 		$2.22M Buy
29,878
+1,119
+4% +$84.1K 1.25% 25
2025
Q4 		$2.05M Buy
28,759
+10
+0% +$695 1.26% 24
2025
Q3 		$1.95M Buy
28,749
+6,019
+26% +$396K 1.25% 25
2025
Q2 		$1.44M Buy
22,730
+9,132
+67% +$559K 1.25% 22
2025
Q1 		$801K Sell
13,598
-5,664
-29% -$320K 0.61% 28
2024
Q4 		$1.01M Buy
19,262
+3,969
+26% +$217K 0.7% 27
2024
Q3 		$880K Buy
15,293
+1,703
+13% +$94K 0.72% 34
2024
Q2 		$721K Buy
13,590
+87
+0.6% +$4.73K 0.63% 40
2024
Q1 		$735K Sell
13,503
-1,429
-10% -$74.6K 0.61% 42
2023
Q4 		$778K Buy
+14,932
New +$739K 0.71% 46
2023
Q3 		– Sell
-13,330
Closed -$652K – 82
2023
Q2 		$652K Buy
13,330
+1,441
+12% +$70.9K 0.57% 41
2023
Q1 		$577K Buy
11,889
+4,303
+57% +$208K 0.54% 51
2022
Q4 		$348K Buy
+7,586
New +$329K 0.39% 53

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

Arlington Capital Management's EFV Position: Q2 2026 in Review

Arlington Capital Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 29,878 shares — an estimated $2.22M sold.

Arlington Capital Management first reported a position in EFV in Q4 2022 and held it in 13 quarters. The position peaked at $2.22M in Q1 2026. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Arlington Capital Management reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Arlington Capital Management sold 29,878 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.22M.
  • Arlington Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and held it in 13 quarters.
  • Arlington Capital Management's iShares MSCI EAFE Value ETF position peaked at $2.22M in Q1 2026.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Arlington Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.