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

BCU Wealth 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	$1.54M	Sell	20,073 -19,268	-49%	-$1.49M	0.51%	20
2026 Q1	$2.92M	Sell	39,341 -379	-1%	-$28.5K	1.09%	14
2025 Q4	$2.84M	Sell	39,720 -5,362	-12%	-$373K	1.09%	14
2025 Q3	$3.06M	Sell	45,082 -2,569	-5%	-$169K	1.24%	13
2025 Q2	$3.02M	Buy	47,651 +7,511	+19%	+$460K	1.36%	13
2025 Q1	$2.37M	Buy	40,140 +3,307	+9%	+$187K	1.23%	13
2024 Q4	$1.93M	Buy	36,833 +4,875	+15%	+$267K	1.1%	13
2024 Q3	$1.84M	Buy	31,958 +20,232	+173%	+$1.12M	1.1%	15
2024 Q2	$622K	Sell	11,726 -5,468	-32%	-$297K	0.46%	25
2024 Q1	$935K	Sell	17,194 -6,891	-29%	-$360K	0.79%	17
2023 Q4	$1.25M	Buy	+24,085	New	+$1.19M	1.36%	12

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

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCU Wealth Advisors's EFV Position: Q2 2026 in Review

BCU Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 49% in Q2 2026, selling an estimated $1.49M and leaving 20,073 shares worth $1.54M. The position accounts for 0.51% of the portfolio, ranked #20.

BCU Wealth Advisors first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.06M in Q3 2025. 277 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

BCU Wealth Advisors held 20,073 shares of iShares MSCI EAFE Value ETF worth $1.54M as of Q2 2026.
BCU Wealth Advisors sold 19,268 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.49M.
iShares MSCI EAFE Value ETF made up 0.51% of BCU Wealth Advisors's portfolio in Q2 2026, its #20 holding.
BCU Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
BCU Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $3.06M in Q3 2025.
277 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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