Ausdal Financial Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-7,322
| Closed | -$544K | – | 1059 |
|
|
2026
Q1 | $544K | Sell |
7,322
-3,096
| -30% | -$233K | 0.02% | 555 |
|
|
2025
Q4 | $744K | Sell |
10,418
-2,014
| -16% | -$140K | 0.03% | 430 |
|
|
2025
Q3 | $843K | Buy |
12,432
+2,318
| +23% | +$153K | 0.04% | 401 |
|
|
2025
Q2 | $642K | Buy |
10,114
+5,262
| +108% | +$322K | 0.04% | 360 |
|
|
2025
Q1 | $286K | Buy |
4,852
+433
| +10% | +$24.5K | 0.02% | 506 |
|
|
2024
Q4 | $232K | Buy |
4,419
+245
| +6% | +$13.4K | 0.02% | 515 |
|
|
2024
Q3 | $240K | Buy |
+4,174
| New | +$230K | 0.02% | 457 |
|
|
2024
Q2 | – | Sell |
-4,047
| Closed | -$220K | – | 506 |
|
|
2024
Q1 | $220K | Sell |
4,047
-578
| -12% | -$30.2K | 0.03% | 423 |
|
|
2023
Q4 | $241K | Sell |
4,625
-708
| -13% | -$35K | 0.03% | 388 |
|
|
2023
Q3 | $261K | Buy |
+5,333
| New | +$264K | 0.04% | 360 |
|
|
2023
Q2 | – | Sell |
-5,056
| Closed | -$245K | – | 439 |
|
|
2023
Q1 | $245K | Sell |
5,056
-509
| -9% | -$24.6K | 0.03% | 381 |
|
|
2022
Q4 | $255K | Sell |
5,565
-82
| -1% | -$3.56K | 0.04% | 376 |
|
|
2022
Q3 | $218K | Sell |
5,647
-1,201
| -18% | -$51.2K | 0.03% | 391 |
|
|
2022
Q2 | $297K | Sell |
6,848
-85
| -1% | -$4.05K | 0.04% | 343 |
|
|
2022
Q1 | $348K | Buy |
6,933
+69
| +1% | +$3.51K | 0.05% | 342 |
|
|
2021
Q4 | $346K | Buy |
6,864
+381
| +6% | +$19.5K | 0.05% | 350 |
|
|
2021
Q3 | $330K | Sell |
6,483
-633
| -9% | -$32.8K | 0.05% | 340 |
|
|
2021
Q2 | $368K | Buy |
7,116
+836
| +13% | +$44.2K | 0.06% | 313 |
|
|
2021
Q1 | $320K | Buy |
+6,280
| New | +$312K | 0.05% | 329 |
|
|
2018
Q4 | – | Sell |
-40,653
| Closed | -$2.11M | – | 281 |
|
|
2018
Q3 | $2.11M | Buy |
40,653
+301
| +0.7% | +$15.5K | 0.59% | 35 |
|
|
2018
Q2 | $2.07M | Buy |
40,352
+236
| +0.6% | +$12.9K | 0.64% | 27 |
|
|
2018
Q1 | $2.19M | Buy |
40,116
+139
| +0.3% | +$7.8K | 0.76% | 22 |
|
|
2017
Q4 | $2.21M | Buy |
39,977
+1,147
| +3% | +$63K | 0.79% | 20 |
|
|
2017
Q3 | $2.12M | Buy |
38,830
+2,172
| +6% | +$115K | 0.84% | 21 |
|
|
2017
Q2 | $1.9M | Buy |
36,658
+1,599
| +5% | +$82.7K | 0.81% | 23 |
|
|
2017
Q1 | $1.76M | Buy |
35,059
+1,408
| +4% | +$69.2K | 0.79% | 29 |
|
|
2016
Q4 | $1.59M | Buy |
33,651
+585
| +2% | +$27.2K | 0.75% | 28 |
|
|
2016
Q3 | $1.53M | Buy |
33,066
+163
| +0.5% | +$7.33K | 0.77% | 30 |
|
|
2016
Q2 | $1.41M | Buy |
32,903
+4,050
| +14% | +$183K | 0.73% | 36 |
|
|
2016
Q1 | $1.29M | Buy |
28,853
+1,500
| +5% | +$64.8K | 0.73% | 36 |
|
|
2015
Q4 | $1.27M | Buy |
+27,353
| New | +$1.32M | 0.64% | 25 |
|
Other funds holding EFV
DWM
Ausdal Financial Partners's EFV Position: Q2 2026 in Review
Ausdal Financial Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 7,322 shares — an estimated $544K sold.
Ausdal Financial Partners first reported a position in EFV in Q4 2015 and held it in 31 quarters. The position peaked at $2.21M in Q4 2017. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.
- Ausdal Financial Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
- Ausdal Financial Partners sold 7,322 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $544K.
- Ausdal Financial Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2015 and held it in 31 quarters.
- Ausdal Financial Partners's iShares MSCI EAFE Value ETF position peaked at $2.21M in Q4 2017.
- 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.
Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.