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

Blue Zone 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	$1.2M	Sell	15,701 -470	-3%	-$36.4K	0.21%	60
2026 Q1	$1.2M	Sell	16,171 -766	-5%	-$57.6K	0.24%	59
2025 Q4	$1.21M	Buy	16,937 +1,558	+10%	+$108K	0.23%	66
2025 Q3	$1.04M	Buy	+15,379	New	+$1.01M	0.21%	66

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Blue Zone Wealth Advisors's EFV Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.9% in Q2 2026, selling an estimated $36.4K and leaving 15,701 shares worth $1.2M. The position accounts for 0.21% of the portfolio, ranked #60.

Blue Zone Wealth Advisors first reported a position in EFV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q4 2025. 245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Blue Zone Wealth Advisors held 15,701 shares of iShares MSCI EAFE Value ETF worth $1.2M as of Q2 2026.
Blue Zone Wealth Advisors sold 470 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $36.4K.
iShares MSCI EAFE Value ETF made up 0.21% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Blue Zone Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 4 quarters since.
Blue Zone Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $1.21M in Q4 2025.
245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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