Avantra Family Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Avantra Family Wealth’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	$542K	Sell	7,081 -11,170	-61%	-$865K	0.35%	92
2026 Q1	$1.36M	Sell	18,251 -827	-4%	-$62.2K	1.01%	23
2025 Q4	$1.36M	Buy	19,078 +16	+0.1%	+$1.11K	0.99%	26
2025 Q3	$1.29M	Buy	19,062 +7,368	+63%	+$485K	0.97%	27
2025 Q2	$742K	Sell	11,694 -7,341	-39%	-$449K	0.61%	45
2025 Q1	$1.12M	Sell	19,035 -1,056	-5%	-$59.7K	1.08%	21
2024 Q4	$1.05M	Buy	+20,091	New	+$1.1M	0.99%	23

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Avantra Family Wealth's EFV Position: Q2 2026 in Review

Avantra Family Wealth reduced its iShares MSCI EAFE Value ETF (EFV) stake by 61% in Q2 2026, selling an estimated $865K and leaving 7,081 shares worth $542K. The position accounts for 0.35% of the portfolio, ranked #92.

Avantra Family Wealth first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q4 2025. 614 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Avantra Family Wealth held 7,081 shares of iShares MSCI EAFE Value ETF worth $542K as of Q2 2026.
Avantra Family Wealth sold 11,170 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $865K.
iShares MSCI EAFE Value ETF made up 0.35% of Avantra Family Wealth's portfolio in Q2 2026, its #92 holding.
Avantra Family Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's iShares MSCI EAFE Value ETF position peaked at $1.36M in Q4 2025.
614 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.