Aurelius Family Office’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Aurelius Family Office’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	$655K	Sell	8,550 -856	-9%	-$66.3K	0.26%	34
2026 Q1	$699K	Sell	9,406 -298	-3%	-$22.4K	0.3%	32
2025 Q4	$704K	Sell	9,704 -1,722	-15%	-$120K	0.3%	32
2025 Q3	$775K	Sell	11,426 -886	-7%	-$58.4K	0.34%	32
2025 Q2	$782K	Sell	12,312 -1,581	-11%	-$96.7K	0.37%	32
2025 Q1	$819K	Sell	13,893 -757	-5%	-$42.8K	0.42%	32
2024 Q4	$769K	Buy	+14,650	New	+$802K	0.39%	32

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

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

Aurelius Family Office's EFV Position: Q2 2026 in Review

Aurelius Family Office reduced its iShares MSCI EAFE Value ETF (EFV) stake by 9.1% in Q2 2026, selling an estimated $66.3K and leaving 8,550 shares worth $655K. The position accounts for 0.26% of the portfolio, ranked #34.

Aurelius Family Office first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $819K in Q1 2025. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Aurelius Family Office held 8,550 shares of iShares MSCI EAFE Value ETF worth $655K as of Q2 2026.
Aurelius Family Office sold 856 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $66.3K.
iShares MSCI EAFE Value ETF made up 0.26% of Aurelius Family Office's portfolio in Q2 2026, its #34 holding.
Aurelius Family Office first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Aurelius Family Office's iShares MSCI EAFE Value ETF position peaked at $819K in Q1 2025.
418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.