Braun-Bostich & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Braun-Bostich & Associates’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	$1.21M	Sell	15,751 -32,055	-67%	-$2.48M	0.67%	38
2026 Q1	$3.55M	Sell	47,806 -23,496	-33%	-$1.77M	2.23%	14
2025 Q4	$5.09M	Sell	71,302 -8,287	-10%	-$576K	3.14%	8
2025 Q3	$5.4M	Sell	79,589 -3,320	-4%	-$219K	3.4%	6
2025 Q2	$5.26M	Buy	82,909 +23,658	+40%	+$1.45M	3.59%	5
2025 Q1	$3.49M	Sell	59,251 -8,420	-12%	-$476K	2.58%	12
2024 Q4	$3.55M	Buy	67,671 +6,361	+10%	+$348K	2.56%	12
2024 Q3	$3.53M	Buy	61,310 +24,234	+65%	+$1.34M	2.46%	13
2024 Q2	$1.97M	Buy	37,076 +14,758	+66%	+$802K	1.46%	17
2024 Q1	$1.21M	Buy	+22,318	New	+$1.16M	1.02%	27

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Braun-Bostich & Associates's EFV Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares MSCI EAFE Value ETF (EFV) stake by 67% in Q2 2026, selling an estimated $2.48M and leaving 15,751 shares worth $1.21M. The position accounts for 0.67% of the portfolio, ranked #38.

Braun-Bostich & Associates first reported a position in EFV in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.4M in Q3 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Braun-Bostich & Associates held 15,751 shares of iShares MSCI EAFE Value ETF worth $1.21M as of Q2 2026.
Braun-Bostich & Associates sold 32,055 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $2.48M.
iShares MSCI EAFE Value ETF made up 0.67% of Braun-Bostich & Associates's portfolio in Q2 2026, its #38 holding.
Braun-Bostich & Associates first reported a position in iShares MSCI EAFE Value ETF in Q1 2024 and has held it in 10 quarters since.
Braun-Bostich & Associates's iShares MSCI EAFE Value ETF position peaked at $5.4M in Q3 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.