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Brave Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Brave Asset Management’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 		$62.8M Buy
820,429
+82,770
+11% +$6.41M 13.43% 1
2026
Q1 		$54.8M Buy
737,659
+14,682
+2% +$1.1M 12.85% 1
2025
Q4 		$51.6M Buy
722,977
+26,145
+4% +$1.82M 12.15% 1
2025
Q3 		$47.3M Buy
696,832
+17,823
+3% +$1.17M 11.44% 1
2025
Q2 		$43.2M Buy
679,009
+207,171
+44% +$12.7M 11.63% 1
2025
Q1 		$27.8M Buy
471,838
+6,005
+1% +$340K 8.67% 1
2024
Q4 		$24.4M Buy
465,833
+3,832
+0.8% +$210K 7.76% 2
2024
Q3 		$26.6M Buy
462,001
+19,287
+4% +$1.07M 6.45% 3
2024
Q2 		$23.5M Buy
442,714
+3,140
+0.7% +$171K 5.98% 4
2024
Q1 		$23.9M Buy
439,574
+14,641
+3% +$764K 6.21% 4
2023
Q4 		$22.1M Buy
424,933
+1,243
+0.3% +$61.5K 6.23% 5
2023
Q3 		$20.7M Buy
423,690
+13,544
+3% +$671K 6.33% 3
2023
Q2 		$20.1M Buy
410,146
+9,607
+2% +$473K 5.88% 4
2023
Q1 		$19.4M Buy
400,539
+72,887
+22% +$3.53M 6.16% 4
2022
Q4 		$15M Buy
+327,652
New +$14.2M 5.08% 3

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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brave Asset Management's EFV Position: Q2 2026 in Review

Brave Asset Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 11% in Q2 2026, buying an estimated $6.41M and bringing the position to 820,429 shares worth $62.8M. The position accounts for 13.43% of the portfolio, ranked #1.

Brave Asset Management first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. 614 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Brave Asset Management held 820,429 shares of iShares MSCI EAFE Value ETF worth $62.8M as of Q2 2026.
  • Brave Asset Management bought 82,770 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $6.41M.
  • iShares MSCI EAFE Value ETF made up 13.43% of Brave Asset Management's portfolio in Q2 2026, its #1 holding.
  • Brave Asset Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 614 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.