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B.O.S.S. Retirement Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

B.O.S.S. Retirement Advisors’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 		$986K Sell
12,884
-1,168
-8% -$90.4K 0.27% 64
2026
Q1 		$1.04M Sell
14,052
-2,871
-17% -$216K 0.32% 61
2025
Q4 		$1.21M Sell
16,923
-31,437
-65% -$2.18M 0.38% 56
2025
Q3 		$3.28M Sell
48,360
-7,455
-13% -$491K 0.78% 31
2025
Q2 		$3.54M Sell
55,815
-6,594
-11% -$403K 0.89% 26
2025
Q1 		$3.68M Buy
62,409
+1,587
+3% +$89.8K 1.07% 20
2024
Q4 		$3.19M Buy
60,822
+52,479
+629% +$2.87M 0.89% 26
2024
Q3 		$480K Buy
8,343
+3,958
+90% +$219K 0.1% 149
2024
Q2 		$233K Buy
+4,385
New +$238K 0.06% 158
2024
Q1 		– Sell
-44,247
Closed -$2.31M – 162
2023
Q4 		$2.31M Buy
44,247
+1,326
+3% +$65.6K 0.45% 66
2023
Q3 		$2.1M Buy
42,921
+5,343
+14% +$265K 0.45% 69
2023
Q2 		$1.84M Buy
37,578
+4,306
+13% +$212K 0.39% 90
2023
Q1 		$1.61M Sell
33,272
-2
-0% -$97 0.38% 110
2022
Q4 		$1.53M Buy
+33,274
New +$1.44M 0.39% 111

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

B.O.S.S. Retirement Advisors's EFV Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 8.3% in Q2 2026, selling an estimated $90.4K and leaving 12,884 shares worth $986K. The position accounts for 0.27% of the portfolio, ranked #64.

B.O.S.S. Retirement Advisors first reported a position in EFV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.68M in Q1 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 12,884 shares of iShares MSCI EAFE Value ETF worth $986K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 1,168 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $90.4K.
  • iShares MSCI EAFE Value ETF made up 0.27% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #64 holding.
  • B.O.S.S. Retirement Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 14 quarters since.
  • B.O.S.S. Retirement Advisors's iShares MSCI EAFE Value ETF position peaked at $3.68M in Q1 2025.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.