DCM
EFV icon

Dorato Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Dorato Capital Management’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 		$54.2K Hold
692
– – 0.04% 176
2026
Q1 		$53.8K Sell
692
-100
-13% -$7.52K 0.04% 171
2025
Q4 		$58.1K Buy
+792
New +$55K 0.04% 165

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Dorato Capital Management's EFV Position: Q2 2026 in Review

Dorato Capital Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 692 shares worth $54.2K. The position accounts for 0.04% of the portfolio, ranked #176.

Dorato Capital Management first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $58.1K in Q4 2025. 787 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Dorato Capital Management held 692 shares of iShares MSCI EAFE Value ETF worth $54.2K as of Q2 2026.
  • Dorato Capital Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.04% of Dorato Capital Management's portfolio in Q2 2026, its #176 holding.
  • Dorato Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's iShares MSCI EAFE Value ETF position peaked at $58.1K in Q4 2025.
  • 787 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.