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

BCS 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 		– Sell
-3,250
Closed -$242K – 271
2026
Q1 		$242K Sell
3,250
-12,436
-79% -$935K 0.05% 230
2025
Q4 		$1.12M Buy
15,686
+7,759
+98% +$539K 0.11% 150
2025
Q3 		$538K Sell
7,927
-1,214
-13% -$80K 0.12% 147
2025
Q2 		$580K Buy
9,141
+646
+8% +$39.5K 0.12% 148
2025
Q1 		$501K Buy
8,495
+3
+0% +$170 0.13% 147
2024
Q4 		$446K Buy
+8,492
New +$465K 0.11% 159
2024
Q2 		– Sell
-4,745
Closed -$258K – 166
2024
Q1 		$258K Hold
4,745
– – 0.08% 202
2023
Q4 		$247K Buy
4,745
+48
+1% +$2.38K 0.09% 185
2023
Q3 		$230K Buy
+4,697
New +$233K 0.1% 178
2023
Q2 		– Sell
-5,990
Closed -$291K – 125
2023
Q1 		$291K Buy
5,990
+724
+14% +$35K 0.13% 124
2022
Q4 		$242K Hold
5,266
– – 0.1% 166
2022
Q3 		$203K Buy
5,266
+4
+0.1% +$171 0.1% 174
2022
Q2 		$228K Sell
5,262
-315
-6% -$15K 0.1% 158
2022
Q1 		$280K Sell
5,577
-388
-7% -$19.7K 0.12% 155
2021
Q4 		$301K Buy
5,965
+375
+7% +$19.1K 0.11% 158
2021
Q3 		$284K Hold
5,590
– – 0.12% 142
2021
Q2 		$289K Buy
5,590
+190
+4% +$10K 0.15% 123
2021
Q1 		$275K Sell
5,400
-402
-7% -$20K 0.13% 126
2020
Q4 		$274K Sell
5,802
-132
-2% -$5.82K 0.14% 112
2020
Q3 		$239K Sell
5,934
-562
-9% -$23.2K 0.14% 113
2020
Q2 		$260K Sell
6,496
-712
-10% -$27.2K 0.16% 103
2020
Q1 		$257K Sell
7,208
-671
-9% -$29.8K 0.18% 92
2019
Q4 		$393K Buy
+7,879
New +$386K 0.26% 67

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

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

BCS Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 3,250 shares — an estimated $242K sold.

BCS Wealth Management first reported a position in EFV in Q4 2019 and held it in 23 quarters. The position peaked at $1.12M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • BCS Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • BCS Wealth Management sold 3,250 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $242K.
  • BCS Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2019 and held it in 23 quarters.
  • BCS Wealth Management's iShares MSCI EAFE Value ETF position peaked at $1.12M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.