Beacon Bridge Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Beacon Bridge Wealth Partners’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	$5.09M	Sell	66,431 -32,530	-33%	-$2.52M	1.45%	24
2026 Q1	$7.36M	Buy	98,961 +703	+0.7%	+$52.8K	2.46%	13
2025 Q4	$7.02M	Buy	98,258 +3,955	+4%	+$275K	2.33%	13
2025 Q3	$6.4M	Buy	94,303 +3,048	+3%	+$201K	2.28%	15
2025 Q2	$5.79M	Buy	91,255 +29,259	+47%	+$1.79M	2.3%	15
2025 Q1	$3.65M	Sell	61,996 -6,842	-10%	-$387K	1.56%	18
2024 Q4	$3.61M	Sell	68,838 -5,580	-7%	-$306K	1.53%	20
2024 Q3	$4.28M	Buy	74,418 +33,977	+84%	+$1.88M	1.84%	18
2024 Q2	$2.14M	Sell	40,441 -32,619	-45%	-$1.77M	0.98%	26
2024 Q1	$3.97M	Sell	73,060 -17,962	-20%	-$938K	1.88%	18
2023 Q4	$4.74M	Buy	91,022 +9,038	+11%	+$447K	2.37%	12
2023 Q3	$4.01M	Buy	+81,984	New	+$4.06M	2.12%	14

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Bridge Wealth Partners's EFV Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 33% in Q2 2026, selling an estimated $2.52M and leaving 66,431 shares worth $5.09M. The position accounts for 1.45% of the portfolio, ranked #24.

Beacon Bridge Wealth Partners first reported a position in EFV in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.36M in Q1 2026. 1,248 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Beacon Bridge Wealth Partners held 66,431 shares of iShares MSCI EAFE Value ETF worth $5.09M as of Q2 2026.
Beacon Bridge Wealth Partners sold 32,530 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.52M.
iShares MSCI EAFE Value ETF made up 1.45% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #24 holding.
Beacon Bridge Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 12 quarters since.
Beacon Bridge Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $7.36M in Q1 2026.
1,248 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.