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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Axis Wealth Partners's EFV Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 9.8% in Q1 2026, selling an estimated $157K and leaving 19,310 shares worth $1.44M. The position accounts for 0.76% of the portfolio, ranked #36.

Axis Wealth Partners first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q4 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Axis Wealth Partners held 19,310 shares of iShares MSCI EAFE Value ETF worth $1.44M as of Q1 2026.
  • Axis Wealth Partners sold 2,094 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $157K.
  • iShares MSCI EAFE Value ETF made up 0.76% of Axis Wealth Partners's portfolio in Q1 2026, its #36 holding.
  • Axis Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $1.53M in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.