EWA
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Emergent Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Emergent Wealth Advisors’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 		– Sell
-4,825
Closed -$359K – 124
2026
Q1 		$359K Sell
4,825
-22,828
-83% -$1.72M 0.21% 87
2025
Q4 		$1.97M Sell
27,653
-1,934
-7% -$134K 1.11% 24
2025
Q3 		$2M Buy
29,587
+368
+1% +$24.2K 1.16% 22
2025
Q2 		$1.85M Buy
29,219
+1,148
+4% +$70.2K 1.18% 22
2025
Q1 		$1.65M Buy
28,071
+15,078
+116% +$853K 1.2% 21
2024
Q4 		$682K Buy
12,993
+1,168
+10% +$64K 0.49% 41
2024
Q3 		$680K Sell
11,825
-15,286
-56% -$844K 0.5% 39
2024
Q2 		$1.44M Sell
27,111
-1,498
-5% -$81.4K 1.16% 20
2024
Q1 		$1.59M Sell
28,609
-5,521
-16% -$288K 1.37% 17
2023
Q4 		$1.78M Buy
+34,130
New +$1.69M 1.66% 16

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Emergent Wealth Advisors's EFV Position: Q2 2026 in Review

Emergent Wealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 4,825 shares — an estimated $359K sold.

Emergent Wealth Advisors first reported a position in EFV in Q4 2023 and held it in 10 quarters. The position peaked at $2M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Emergent Wealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Emergent Wealth Advisors sold 4,825 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $359K.
  • Emergent Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and held it in 10 quarters.
  • Emergent Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $2M in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.