Caliber Wealth Management (Kansas)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Caliber Wealth Management (Kansas)’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	$1.15M	Sell	15,028 -3,715	-20%	-$288K	0.11%	128
2026 Q1	$1.39M	Sell	18,743 -4,554	-20%	-$342K	0.15%	119
2025 Q4	$1.66M	Buy	23,297 +1,418	+6%	+$98.5K	0.18%	106
2025 Q3	$1.48M	Sell	21,879 -1,135	-5%	-$74.8K	0.17%	114
2025 Q2	$1.46M	Buy	23,014 +6,944	+43%	+$425K	0.16%	123
2025 Q1	$947K	Buy	+16,070	New	+$909K	0.13%	129

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s EFV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares MSCI EAFE Value ETF (EFV) stake by 20% in Q2 2026, selling an estimated $288K and leaving 15,028 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #128.

Caliber Wealth Management (Kansas) first reported a position in EFV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q4 2025. 547 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Caliber Wealth Management (Kansas) held 15,028 shares of iShares MSCI EAFE Value ETF worth $1.15M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 3,715 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $288K.
iShares MSCI EAFE Value ETF made up 0.11% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #128 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares MSCI EAFE Value ETF position peaked at $1.66M in Q4 2025.
547 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.