Bridgewealth Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bridgewealth Advisory Group’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	$281K	Buy	3,677 +108	+3%	+$8.36K	0.05%	105
2026 Q1	$265K	Sell	3,569 -148	-4%	-$11.1K	0.06%	104
2025 Q4	$265K	Sell	3,717 -109	-3%	-$7.57K	0.06%	101
2025 Q3	$260K	Hold	3,826	–	–	0.06%	96
2025 Q2	$243K	Buy	3,826 +215	+6%	+$13.2K	0.06%	96
2025 Q1	$213K	Sell	3,611 -259	-7%	-$14.7K	0.28%	48
2024 Q4	$220K	Buy	3,870 +189	+5%	+$10.4K	0.06%	101
2024 Q3	$212K	Buy	+3,681	New	+$203K	0.08%	81

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

Bridgewealth Advisory Group's EFV Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its iShares MSCI EAFE Value ETF (EFV) stake by 3% in Q2 2026, buying an estimated $8.36K and bringing the position to 3,677 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #105.

Bridgewealth Advisory Group first reported a position in EFV in Q3 2024 and has held it in 8 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Bridgewealth Advisory Group held 3,677 shares of iShares MSCI EAFE Value ETF worth $281K as of Q2 2026.
Bridgewealth Advisory Group bought 108 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $8.36K.
iShares MSCI EAFE Value ETF made up 0.05% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #105 holding.
Bridgewealth Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 8 quarters since.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.