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EFV icon

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

Eclectic 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 		$229K Hold
2,992
– – 0.03% 149
2026
Q1 		$222K Hold
2,992
– – 0.03% 148
2025
Q4 		$214K Hold
2,992
– – 0.03% 139
2025
Q3 		$203K Buy
+2,992
New +$197K 0.04% 122

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Eclectic Associates's EFV Position: Q2 2026 in Review

Eclectic Associates held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 2,992 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #149.

Eclectic Associates first reported a position in EFV in Q3 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Eclectic Associates held 2,992 shares of iShares MSCI EAFE Value ETF worth $229K as of Q2 2026.
  • Eclectic Associates left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.03% of Eclectic Associates's portfolio in Q2 2026, its #149 holding.
  • Eclectic Associates first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.