Aspect Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Aspect Partners’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	$2.53K	Buy	+33	New	+$2.56K	﹤0.01%	496

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Aspect Partners's EFV Position: Q2 2026 in Review

Aspect Partners opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 33 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings.

418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Aspect Partners held 33 shares of iShares MSCI EAFE Value ETF worth $2.53K as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Aspect Partners position in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #496 holding.
418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.