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

Beaird Harris 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 		$405K Buy
5,291
+401
+8% +$31K 0.03% 106
2026
Q1 		$364K Sell
4,890
-566
-10% -$42.5K 0.02% 110
2025
Q4 		$390K Sell
5,456
-95
-2% -$6.6K 0.03% 100
2025
Q3 		$377K Buy
5,551
+484
+10% +$31.9K 0.03% 106
2025
Q2 		$322K Sell
5,067
-307
-6% -$18.8K 0.02% 108
2025
Q1 		$317K Buy
5,374
+19
+0.4% +$1.07K 0.03% 102
2024
Q4 		$281K Sell
5,355
-280
-5% -$15.3K 0.02% 114
2024
Q3 		$324K Buy
5,635
+63
+1% +$3.48K 0.03% 108
2024
Q2 		$296K Buy
5,572
+94
+2% +$5.11K 0.03% 100
2024
Q1 		$298K Sell
5,478
-888
-14% -$46.4K 0.03% 94
2023
Q4 		$332K Sell
6,366
-17
-0.3% -$841 0.03% 79
2023
Q3 		$312K Sell
6,383
-39
-0.6% -$1.93K 0.04% 73
2023
Q2 		$314K Sell
6,422
-171
-3% -$8.42K 0.04% 74
2023
Q1 		$320K Sell
6,593
-169
-2% -$8.18K 0.06% 68
2022
Q4 		$310K Sell
6,762
-11,323
-63% -$492K 0.06% 69
2022
Q3 		$697K Buy
18,085
+3,397
+23% +$145K 0.15% 46
2022
Q2 		$637K Sell
14,688
-1,145
-7% -$54.5K 0.18% 44
2022
Q1 		$796K Buy
15,833
+1,623
+11% +$82.5K 0.29% 36
2021
Q4 		$716K Buy
+14,210
New +$725K 0.26% 50

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

Beaird Harris Wealth Management's EFV Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 8.2% in Q2 2026, buying an estimated $31K and bringing the position to 5,291 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #106.

Beaird Harris Wealth Management first reported a position in EFV in Q4 2021 and has held it in 19 quarters since. The position peaked at $796K in Q1 2022. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Beaird Harris Wealth Management held 5,291 shares of iShares MSCI EAFE Value ETF worth $405K as of Q2 2026.
  • Beaird Harris Wealth Management bought 401 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $31K.
  • iShares MSCI EAFE Value ETF made up 0.03% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Beaird Harris Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's iShares MSCI EAFE Value ETF position peaked at $796K in Q1 2022.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.