Beaumont Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Beaumont Capital 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 Q1	–	Sell	-7,728	Closed	-$552K	–	35
2025 Q4	$552K	Buy	+7,728	New	+$537K	0.68%	27
2022 Q1	–	Sell	-10,932	Closed	-$550K	–	39
2021 Q4	$550K	Buy	+10,932	New	+$558K	0.32%	35
2021 Q3	–	Sell	-23,612	Closed	-$1.22M	–	41
2021 Q2	$1.22M	Buy	+23,612	New	+$1.25M	1.2%	18

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Beaumont Capital Management's EFV Position: Q1 2026 in Review

Beaumont Capital Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 7,728 shares — an estimated $552K sold.

Beaumont Capital Management first reported a position in EFV in Q2 2021 and held it in 3 quarters. The position peaked at $1.22M in Q2 2021. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Beaumont Capital Management reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
Beaumont Capital Management sold 7,728 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $552K.
Beaumont Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and held it in 3 quarters.
Beaumont Capital Management's iShares MSCI EAFE Value ETF position peaked at $1.22M in Q2 2021.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.