Drive Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Drive Wealth 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	$5.3M	Buy	69,271 +238	+0.3%	+$18.4K	0.95%	24
2026 Q1	$5.13M	Sell	69,033 -13,011	-16%	-$978K	1.08%	20
2025 Q4	$5.86M	Sell	82,044 -7,398	-8%	-$514K	1.14%	21
2025 Q3	$6.07M	Sell	89,442 -1,328	-1%	-$87.5K	1.29%	16
2025 Q2	$5.76M	Buy	90,770 +1,694	+2%	+$104K	1.26%	15
2025 Q1	$5.25M	Buy	+89,076	New	+$5.04M	1.23%	16

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

Drive Wealth Management's EFV Position: Q2 2026 in Review

Drive Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.34% in Q2 2026, buying an estimated $18.4K and bringing the position to 69,271 shares worth $5.3M. The position accounts for 0.95% of the portfolio, ranked #24.

Drive Wealth Management first reported a position in EFV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.07M in Q3 2025. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Drive Wealth Management held 69,271 shares of iShares MSCI EAFE Value ETF worth $5.3M as of Q2 2026.
Drive Wealth Management bought 238 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $18.4K.
iShares MSCI EAFE Value ETF made up 0.95% of Drive Wealth Management's portfolio in Q2 2026, its #24 holding.
Drive Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 6 quarters since.
Drive Wealth Management's iShares MSCI EAFE Value ETF position peaked at $6.07M in Q3 2025.
1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.