Bouvel Investment Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bouvel Investment 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	$3.1M	Buy	+40,481	New	+$3.13M	0.7%	48

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Bouvel Investment Partners's EFV Position: Q2 2026 in Review

Bouvel Investment Partners opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 40,481 shares worth $3.1M. The stake represents 0.7% of the portfolio and ranks #48 among its holdings.

406 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Bouvel Investment Partners held 40,481 shares of iShares MSCI EAFE Value ETF worth $3.1M as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Bouvel Investment Partners position in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.7% of Bouvel Investment Partners's portfolio in Q2 2026, its #48 holding.
406 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.