AWM
EFV icon

Axxcess Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Axxcess Wealth Management’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 		$520K Buy
6,794
+432
+7% +$33.4K 0.01% 704
2026
Q1 		$473K Buy
6,362
+3,283
+107% +$247K 0.02% 302
2025
Q4 		$220K Buy
+3,079
New +$214K ﹤0.01% 965
2024
Q3 		– Sell
-20,606
Closed -$1.09M – 906
2024
Q2 		$1.09M Sell
20,606
-4,609
-18% -$251K 0.03% 361
2024
Q1 		$1.37M Buy
25,215
+14,482
+135% +$756K 0.04% 311
2023
Q4 		$559K Sell
10,733
-2,660
-20% -$132K 0.02% 484
2023
Q3 		$655K Buy
13,393
+6,245
+87% +$309K 0.02% 406
2023
Q2 		$350K Buy
7,148
+959
+15% +$47.2K 0.03% 421
2023
Q1 		$300K Sell
6,189
-347
-5% -$16.8K 0.02% 481
2022
Q4 		$300K Buy
+6,536
New +$284K 0.02% 447

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Axxcess Wealth Management's EFV Position: Q2 2026 in Review

Axxcess Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 6.8% in Q2 2026, buying an estimated $33.4K and bringing the position to 6,794 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #704.

Axxcess Wealth Management first reported a position in EFV in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.37M in Q1 2024. 787 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Axxcess Wealth Management held 6,794 shares of iShares MSCI EAFE Value ETF worth $520K as of Q2 2026.
  • Axxcess Wealth Management bought 432 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $33.4K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #704 holding.
  • Axxcess Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 10 quarters since.
  • Axxcess Wealth Management's iShares MSCI EAFE Value ETF position peaked at $1.37M in Q1 2024.
  • 787 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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