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

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

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. 1,251 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.
1,251 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.