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Beverly Hills Private Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Beverly Hills Private Wealth’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 		$339K Sell
4,554
-333
-7% -$25K 0.06% 247
2025
Q4 		$349K Sell
4,887
-465
-9% -$32.3K 0.06% 227
2025
Q3 		$363K Sell
5,352
-1,870
-26% -$123K 0.06% 232
2025
Q2 		$458K Buy
7,222
+1,829
+34% +$112K 0.09% 189
2025
Q1 		$318K Sell
5,393
-1,078
-17% -$61K 0.06% 252
2024
Q4 		$340K Sell
6,471
-875
-12% -$47.9K 0.07% 232
2024
Q3 		$423K Buy
7,346
+3,043
+71% +$168K 0.09% 206
2024
Q2 		$228K Sell
4,303
-3,298
-43% -$179K 0.05% 316
2024
Q1 		$413K Sell
7,601
-6,677
-47% -$349K 0.1% 228
2023
Q4 		$744K Sell
14,278
-2,981
-17% -$148K 0.19% 114
2023
Q3 		$844K Sell
17,259
-19,613
-53% -$971K 0.25% 96
2023
Q2 		$1.83M Buy
36,872
+24,129
+189% +$1.19M 0.3% 81
2023
Q1 		$618K Buy
12,743
+2,598
+26% +$126K 0.19% 118
2022
Q4 		$465K Buy
+10,145
New +$440K 0.2% 115

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
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

Beverly Hills Private Wealth's EFV Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its iShares MSCI EAFE Value ETF (EFV) stake by 6.8% in Q1 2026, selling an estimated $25K and leaving 4,554 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #247.

Beverly Hills Private Wealth first reported a position in EFV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.83M in Q2 2023. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Beverly Hills Private Wealth held 4,554 shares of iShares MSCI EAFE Value ETF worth $339K as of Q1 2026.
  • Beverly Hills Private Wealth sold 333 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $25K.
  • iShares MSCI EAFE Value ETF made up 0.06% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #247 holding.
  • Beverly Hills Private Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's iShares MSCI EAFE Value ETF position peaked at $1.83M in Q2 2023.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.