Brady Martz Wealth Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Brady Martz Wealth Solutions’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	$8.92M	Buy	116,476 +1,803	+2%	+$140K	1.35%	19
2026 Q1	$8.53M	Sell	114,673 -82	-0.1%	-$6.16K	1.45%	19
2025 Q4	$8.19M	Buy	114,755 +1,719	+2%	+$119K	1.44%	19
2025 Q3	$7.67M	Hold	113,036	–	–	1.39%	22
2025 Q2	$7.18M	Buy	113,036 +1,632	+1%	+$99.9K	1.39%	22
2025 Q1	$6.57M	Sell	111,404 -2	-0%	-$113	1.49%	16
2024 Q4	$5.82M	Buy	+111,406	New	+$6.1M	1.4%	13

Other funds holding EFV

AOI

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

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

MMA

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

MFG

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

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

Brady Martz Wealth Solutions's EFV Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.6% in Q2 2026, buying an estimated $140K and bringing the position to 116,476 shares worth $8.92M. The position accounts for 1.35% of the portfolio, ranked #19.

Brady Martz Wealth Solutions first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Brady Martz Wealth Solutions held 116,476 shares of iShares MSCI EAFE Value ETF worth $8.92M as of Q2 2026.
Brady Martz Wealth Solutions bought 1,803 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $140K.
iShares MSCI EAFE Value ETF made up 1.35% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #19 holding.
Brady Martz Wealth Solutions first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
382 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.