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Armstrong Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Armstrong Advisory Group’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 		$141K Hold
1,838
– – 0.01% 306
2026
Q1 		$137K Hold
1,838
– – 0.01% 280
2025
Q4 		$131K Hold
1,838
– – 0.01% 276
2025
Q3 		$125K Hold
1,838
– – 0.01% 272
2025
Q2 		$117K Hold
1,838
– – 0.01% 271
2025
Q1 		$96.4K Hold
1,838
– – 0.01% 279
2024
Q4 		$96.4K Hold
1,838
– – 0.01% 279
2024
Q3 		$106K Hold
1,838
– – 0.01% 266
2024
Q2 		$97.5K Hold
1,838
– – 0.01% 262
2024
Q1 		$95.8K Hold
1,838
– – 0.01% 257
2023
Q4 		$95.8K Hold
1,838
– – 0.01% 257
2023
Q3 		$89.9K Hold
1,838
– – 0.01% 253
2023
Q2 		$90K Hold
1,838
– – 0.01% 258
2023
Q1 		$89.2K Hold
1,838
– – 0.01% 251
2022
Q4 		$84.3K Buy
+1,838
New +$79.8K 0.01% 257

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
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
AL
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

Armstrong Advisory Group's EFV Position: Q2 2026 in Review

Armstrong Advisory Group held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 1,838 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #306.

Armstrong Advisory Group first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. 309 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Armstrong Advisory Group held 1,838 shares of iShares MSCI EAFE Value ETF worth $141K as of Q2 2026.
  • Armstrong Advisory Group left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #306 holding.
  • Armstrong Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 309 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.