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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
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
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 $16B AUM 26.77% 1-Year Est. Return

Bridgewealth Advisory Group's EFV Position: Q1 2026 in Review

Bridgewealth Advisory Group reduced its iShares MSCI EAFE Value ETF (EFV) stake by 4% in Q1 2026, selling an estimated $11.1K and leaving 3,569 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #104.

Bridgewealth Advisory Group first reported a position in EFV in Q3 2024 and has held it in 7 quarters since. The position peaked at $265K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Bridgewealth Advisory Group held 3,569 shares of iShares MSCI EAFE Value ETF worth $265K as of Q1 2026.
  • Bridgewealth Advisory Group sold 148 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $11.1K.
  • iShares MSCI EAFE Value ETF made up 0.06% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #104 holding.
  • Bridgewealth Advisory Group first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Bridgewealth Advisory Group's iShares MSCI EAFE Value ETF position peaked at $265K in Q4 2025.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.