Clune & Associates’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Clune & Associates’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	$1M	Sell	13,075 -4,037	-24%	-$313K	0.15%	81
2026 Q1	$1.27M	Sell	17,112 -1,152	-6%	-$86.6K	0.24%	79
2025 Q4	$1.3M	Buy	18,264 +1,751	+11%	+$122K	0.28%	77
2025 Q3	$1.12M	Buy	16,513 +231	+1%	+$15.2K	0.28%	79
2025 Q2	$1.03M	Buy	16,282 +3,692	+29%	+$226K	0.28%	79
2025 Q1	$742K	Hold	12,590	–	–	0.23%	86
2024 Q4	$661K	Buy	+12,590	New	+$689K	0.22%	88

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Clune & Associates's EFV Position: Q2 2026 in Review

Clune & Associates reduced its iShares MSCI EAFE Value ETF (EFV) stake by 24% in Q2 2026, selling an estimated $313K and leaving 13,075 shares worth $1M. The position accounts for 0.15% of the portfolio, ranked #81.

Clune & Associates first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2025. 311 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Clune & Associates held 13,075 shares of iShares MSCI EAFE Value ETF worth $1M as of Q2 2026.
Clune & Associates sold 4,037 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $313K.
iShares MSCI EAFE Value ETF made up 0.15% of Clune & Associates's portfolio in Q2 2026, its #81 holding.
Clune & Associates first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares MSCI EAFE Value ETF position peaked at $1.3M in Q4 2025.
311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.