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

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

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. 1,249 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.
1,249 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.