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Bravera Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bravera Wealth’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 		$139K Hold
1,821
– – 0.05% 126
2026
Q1 		$135K Hold
1,821
– – 0.06% 136
2025
Q4 		$130K Buy
+1,821
New +$127K 0.07% 126

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
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
AL
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

Bravera Wealth's EFV Position: Q2 2026 in Review

Bravera Wealth held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 1,821 shares worth $139K. The position accounts for 0.05% of the portfolio, ranked #126.

Bravera Wealth first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Bravera Wealth held 1,821 shares of iShares MSCI EAFE Value ETF worth $139K as of Q2 2026.
  • Bravera Wealth left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.05% of Bravera Wealth's portfolio in Q2 2026, its #126 holding.
  • Bravera Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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