Armis Advisers’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Armis Advisers’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	$698K	Sell	8,896 -156	-2%	-$12.1K	0.06%	213
2026 Q1	$711K	Sell	9,052 -381	-4%	-$28.6K	0.07%	194
2025 Q4	$672K	Buy	+9,433	New	+$655K	0.08%	187
2025 Q3	–	Sell	-24,491	Closed	-$1.55M	–	384
2025 Q2	$1.55M	Sell	24,491 -6,411	-21%	-$392K	0.12%	137
2025 Q1	$1.82M	Sell	30,902 -7,851	-20%	-$444K	0.17%	114
2024 Q4	$2.03M	Buy	+38,753	New	+$2.12M	0.25%	78

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Armis Advisers's EFV Position: Q2 2026 in Review

Armis Advisers reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1.7% in Q2 2026, selling an estimated $12.1K and leaving 8,896 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #213.

Armis Advisers first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.03M in Q4 2024. 277 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Armis Advisers held 8,896 shares of iShares MSCI EAFE Value ETF worth $698K as of Q2 2026.
Armis Advisers sold 156 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $12.1K.
iShares MSCI EAFE Value ETF made up 0.06% of Armis Advisers's portfolio in Q2 2026, its #213 holding.
Armis Advisers first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's iShares MSCI EAFE Value ETF position peaked at $2.03M in Q4 2024.
277 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.