Axis Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Axis Wealth Partners’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	$1.41M	Sell	18,465 -845	-4%	-$65.4K	0.68%	43
2026 Q1	$1.44M	Sell	19,310 -2,094	-10%	-$157K	0.76%	36
2025 Q4	$1.53M	Buy	21,404 +409	+2%	+$28.4K	0.84%	33
2025 Q3	$1.42M	Buy	20,995 +362	+2%	+$23.8K	0.83%	33
2025 Q2	$1.31M	Buy	20,633 +1,867	+10%	+$114K	0.86%	30
2025 Q1	$1.11M	Sell	18,766 -1,033	-5%	-$58.4K	0.82%	33
2024 Q4	$1.04M	Buy	+19,799	New	+$1.08M	0.88%	34

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Axis Wealth Partners's EFV Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 4.4% in Q2 2026, selling an estimated $65.4K and leaving 18,465 shares worth $1.41M. The position accounts for 0.68% of the portfolio, ranked #43.

Axis Wealth Partners first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Axis Wealth Partners held 18,465 shares of iShares MSCI EAFE Value ETF worth $1.41M as of Q2 2026.
Axis Wealth Partners sold 845 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $65.4K.
iShares MSCI EAFE Value ETF made up 0.68% of Axis Wealth Partners's portfolio in Q2 2026, its #43 holding.
Axis Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $1.53M in Q4 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.