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

Balance 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	$575K	Hold	7,515	–	–	0.15%	83
2026 Q1	$559K	Sell	7,515 -34	-0.5%	-$2.56K	0.17%	81
2025 Q4	$539K	Buy	7,549 +1	+0%	+$69	0.17%	82
2025 Q3	$512K	Sell	7,548 -127	-2%	-$8.37K	0.13%	87
2025 Q2	$487K	Sell	7,675 -3,780	-33%	-$231K	0.29%	71
2025 Q1	$675K	Buy	+11,455	New	+$648K	0.44%	53

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Balance Wealth's EFV Position: Q2 2026 in Review

Balance Wealth held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 7,515 shares worth $575K. The position accounts for 0.15% of the portfolio, ranked #83.

Balance Wealth first reported a position in EFV in Q1 2025 and has held it in 6 quarters since. The position peaked at $675K in Q1 2025. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Balance Wealth held 7,515 shares of iShares MSCI EAFE Value ETF worth $575K as of Q2 2026.
Balance Wealth left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.15% of Balance Wealth's portfolio in Q2 2026, its #83 holding.
Balance Wealth first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's iShares MSCI EAFE Value ETF position peaked at $675K in Q1 2025.
418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.