Atlas Private Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Atlas Private Wealth Advisors’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	$252K	Buy	3,287 +60	+2%	+$4.65K	0.06%	126
2026 Q1	$240K	Hold	3,227	–	–	0.06%	120
2025 Q4	$230K	Buy	3,227 +51	+2%	+$3.54K	0.05%	120
2025 Q3	$215K	Sell	3,176 -3,518	-53%	-$232K	0.05%	129
2025 Q2	$425K	Buy	6,694 +207	+3%	+$12.7K	0.05%	128
2025 Q1	$382K	Sell	6,487 -22	-0.3%	-$1.25K	0.05%	127
2024 Q4	$342K	Buy	6,509 +94	+1%	+$5.15K	0.05%	120
2024 Q3	$369K	Buy	6,415 +152	+2%	+$8.39K	0.05%	109
2024 Q2	$332K	Buy	+6,263	New	+$340K	0.05%	113
2024 Q1	–	Sell	-6,191	Closed	-$323K	–	124
2023 Q4	$323K	Buy	6,191 +50	+0.8%	+$2.47K	0.06%	114
2023 Q3	$300K	Sell	6,141 -11	-0.2%	-$545	0.06%	142
2023 Q2	$301K	Buy	+6,152	New	+$303K	0.06%	145
2021 Q4	–	Sell	-29	Closed	-$1K	–	313
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	705
2021 Q2	$2K	Hold	29	–	–	﹤0.01%	671
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	798
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	705
2020 Q3	$1K	Hold	29	–	–	﹤0.01%	620
2020 Q2	$1K	Buy	+29	New	+$1.11K	﹤0.01%	648

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Atlas Private Wealth Advisors's EFV Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.9% in Q2 2026, buying an estimated $4.65K and bringing the position to 3,287 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #126.

Atlas Private Wealth Advisors first reported a position in EFV in Q2 2020 and has held it in 18 quarters since. The position peaked at $425K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Atlas Private Wealth Advisors held 3,287 shares of iShares MSCI EAFE Value ETF worth $252K as of Q2 2026.
Atlas Private Wealth Advisors bought 60 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $4.65K.
iShares MSCI EAFE Value ETF made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #126 holding.
Atlas Private Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2020 and has held it in 18 quarters since.
Atlas Private Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $425K in Q2 2025.
1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.