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Atwood & Palmer’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Atwood & Palmer’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 		$31.5K Buy
411
+10
+2% +$774 ﹤0.01% 287
2026
Q1 		$29.8K Hold
401
– – ﹤0.01% 289
2025
Q4 		$28.6K Buy
401
+9
+2% +$625 ﹤0.01% 289
2025
Q3 		$26.6K Hold
392
– – ﹤0.01% 307
2025
Q2 		$24.9K Buy
+392
New +$24K ﹤0.01% 298
2021
Q3 		– Sell
-172
Closed -$9K – 430
2021
Q2 		$9K Hold
172
– – ﹤0.01% 334
2021
Q1 		$9K Buy
+172
New +$8.55K ﹤0.01% 351

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
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
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

Atwood & Palmer's EFV Position: Q2 2026 in Review

Atwood & Palmer increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.5% in Q2 2026, buying an estimated $774 and bringing the position to 411 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Atwood & Palmer first reported a position in EFV in Q1 2021 and has held it in 7 quarters since. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Atwood & Palmer held 411 shares of iShares MSCI EAFE Value ETF worth $31.5K as of Q2 2026.
  • Atwood & Palmer bought 10 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $774.
  • iShares MSCI EAFE Value ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #287 holding.
  • Atwood & Palmer first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 7 quarters since.
  • 418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.