Atlantic Edge Private Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Atlantic Edge Private Wealth 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	$1.17M	Sell	15,280 -715	-4%	-$55.4K	0.24%	70
2026 Q1	$1.19M	Sell	15,995 -745	-4%	-$56K	0.29%	65
2025 Q4	$1.2M	Sell	16,740 -2,179	-12%	-$151K	0.3%	66
2025 Q3	$1.28M	Sell	18,919 -300	-2%	-$19.8K	0.33%	63
2025 Q2	$1.22M	Sell	19,219 -95	-0.5%	-$5.81K	0.33%	65
2025 Q1	$1.14M	Sell	19,314 -1,632	-8%	-$92.3K	0.35%	68
2024 Q4	$1.1M	Sell	20,946 -866	-4%	-$47.4K	0.34%	66
2024 Q3	$1.25M	Sell	21,812 -2,025	-8%	-$112K	0.38%	65
2024 Q2	$1.26M	Sell	23,837 -3,867	-14%	-$210K	0.42%	61
2024 Q1	$1.51M	Sell	27,704 -3,180	-10%	-$166K	0.52%	50
2023 Q4	$1.61M	Buy	+30,884	New	+$1.53M	0.65%	40

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

MMA

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

MFG

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Atlantic Edge Private Wealth Management's EFV Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 4.5% in Q2 2026, selling an estimated $55.4K and leaving 15,280 shares worth $1.17M. The position accounts for 0.24% of the portfolio, ranked #70.

Atlantic Edge Private Wealth Management first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q4 2023. 531 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Atlantic Edge Private Wealth Management held 15,280 shares of iShares MSCI EAFE Value ETF worth $1.17M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 715 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $55.4K.
iShares MSCI EAFE Value ETF made up 0.24% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #70 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares MSCI EAFE Value ETF position peaked at $1.61M in Q4 2023.
531 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.