Capstone Wealth Management (Alabama)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Capstone Wealth Management (Alabama)’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	$442K	Hold	5,769	–	–	0.2%	68
2026 Q1	$429K	Hold	5,769	–	–	0.3%	36
2025 Q4	$412K	Hold	5,769	–	–	0.3%	37
2025 Q3	$391K	Hold	5,769	–	–	0.3%	35
2025 Q2	$366K	Hold	5,769	–	–	0.32%	34
2025 Q1	$340K	Hold	5,769	–	–	0.34%	32
2024 Q4	$303K	Buy	+5,769	New	+$316K	0.3%	34

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

Capstone Wealth Management (Alabama)'s EFV Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 5,769 shares worth $442K. The position accounts for 0.2% of the portfolio, ranked #68.

Capstone Wealth Management (Alabama) first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Capstone Wealth Management (Alabama) held 5,769 shares of iShares MSCI EAFE Value ETF worth $442K as of Q2 2026.
Capstone Wealth Management (Alabama) left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.2% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #68 holding.
Capstone Wealth Management (Alabama) first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.