Causey Wealth LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Causey Wealth LLC’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	$6.2M	Sell	80,959 -4,280	-5%	-$331K	2.42%	15
2026 Q1	$6.34M	Sell	85,239 -2,327	-3%	-$175K	2.69%	15
2025 Q4	$6.25M	Sell	87,566 -3,275	-4%	-$228K	2.84%	14
2025 Q3	$6.16M	Sell	90,841 -3,136	-3%	-$207K	3.01%	13
2025 Q2	$5.97M	Sell	93,977 -4,956	-5%	-$303K	3.07%	13
2025 Q1	$5.83M	Sell	98,933 -13,611	-12%	-$770K	3.26%	10
2024 Q4	$5.91M	Buy	+112,544	New	+$6.16M	3.44%	10

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

Causey Wealth LLC's EFV Position: Q2 2026 in Review

Causey Wealth LLC reduced its iShares MSCI EAFE Value ETF (EFV) stake by 5% in Q2 2026, selling an estimated $331K and leaving 80,959 shares worth $6.2M. The position accounts for 2.42% of the portfolio, ranked #15.

Causey Wealth LLC first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.34M in Q1 2026. 1,242 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Causey Wealth LLC held 80,959 shares of iShares MSCI EAFE Value ETF worth $6.2M as of Q2 2026.
Causey Wealth LLC sold 4,280 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $331K.
iShares MSCI EAFE Value ETF made up 2.42% of Causey Wealth LLC's portfolio in Q2 2026, its #15 holding.
Causey Wealth LLC first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's iShares MSCI EAFE Value ETF position peaked at $6.34M in Q1 2026.
1,242 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.