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

BAM 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 		$403K Sell
5,267
-765
-13% -$59.2K 0.25% 113
2026
Q1 		$448K Sell
6,032
-2,061
-25% -$155K 0.34% 76
2025
Q4 		$578K Sell
8,093
-581
-7% -$40.4K 0.42% 64
2025
Q3 		$588K Buy
+8,674
New +$571K 0.46% 63

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

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

BAM Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 13% in Q2 2026, selling an estimated $59.2K and leaving 5,267 shares worth $403K. The position accounts for 0.25% of the portfolio, ranked #113.

BAM Wealth Management first reported a position in EFV in Q3 2025 and has held it in 4 quarters since. The position peaked at $588K in Q3 2025. 785 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • BAM Wealth Management held 5,267 shares of iShares MSCI EAFE Value ETF worth $403K as of Q2 2026.
  • BAM Wealth Management sold 765 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $59.2K.
  • iShares MSCI EAFE Value ETF made up 0.25% of BAM Wealth Management's portfolio in Q2 2026, its #113 holding.
  • BAM Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's iShares MSCI EAFE Value ETF position peaked at $588K in Q3 2025.
  • 785 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.