BGWM
EFV icon

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Bridge Generations Wealth Management's EFV Position: Q1 2026 in Review

Bridge Generations Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 17% in Q1 2026, selling an estimated $62K and leaving 4,136 shares worth $308K. The position accounts for 0.18% of the portfolio, ranked #30.

Bridge Generations Wealth Management first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. The position peaked at $354K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Bridge Generations Wealth Management held 4,136 shares of iShares MSCI EAFE Value ETF worth $308K as of Q1 2026.
  • Bridge Generations Wealth Management sold 825 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $62K.
  • iShares MSCI EAFE Value ETF made up 0.18% of Bridge Generations Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Bridge Generations Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Bridge Generations Wealth Management's iShares MSCI EAFE Value ETF position peaked at $354K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.