Bridge Generations Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bridge Generations Wealth 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	$317K	Hold	4,136	–	–	0.16%	29
2026 Q1	$308K	Sell	4,136 -825	-17%	-$62K	0.18%	30
2025 Q4	$354K	Hold	4,961	–	–	0.22%	30
2025 Q3	$337K	Hold	4,961	–	–	0.22%	30
2025 Q2	$315K	Hold	4,961	–	–	0.19%	30
2025 Q1	$292K	Hold	4,961	–	–	0.18%	30
2024 Q4	$260K	Buy	+4,961	New	+$272K	0.17%	24

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

Bridge Generations Wealth Management's EFV Position: Q2 2026 in Review

Bridge Generations Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 4,136 shares worth $317K. The position accounts for 0.16% of the portfolio, ranked #29.

Bridge Generations Wealth Management first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Bridge Generations Wealth Management held 4,136 shares of iShares MSCI EAFE Value ETF worth $317K as of Q2 2026.
Bridge Generations Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.16% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #29 holding.
Bridge Generations Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Bridge Generations Wealth Management's iShares MSCI EAFE Value ETF position peaked at $354K in Q4 2025.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.