EWM
EFV icon

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

Empirical 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 		$163M Buy
2,134,694
+125,480
+6% +$9.72M 2.38% 10
2026
Q1 		$149M Buy
2,009,214
+80,474
+4% +$6.05M 2.58% 9
2025
Q4 		$138M Buy
1,928,740
+57,509
+3% +$4M 2.45% 9
2025
Q3 		$127M Buy
1,871,231
+52,405
+3% +$3.45M 2.54% 9
2025
Q2 		$115M Buy
1,818,826
+104,864
+6% +$6.42M 2.61% 8
2025
Q1 		$101M Buy
1,713,962
+60,697
+4% +$3.43M 2.6% 9
2024
Q4 		$86.7M Buy
1,653,265
+68,990
+4% +$3.78M 2.35% 10
2024
Q3 		$91.1M Sell
1,584,275
-6,777
-0.4% -$374K 2.56% 10
2024
Q2 		$84.4M Buy
1,591,052
+53,094
+3% +$2.89M 2.5% 12
2024
Q1 		$83.7M Buy
1,537,958
+62,294
+4% +$3.25M 2.53% 11
2023
Q4 		$76.9M Buy
1,475,664
+103,494
+8% +$5.12M 2.55% 10
2023
Q3 		$67.1M Buy
1,372,170
+78,604
+6% +$3.89M 2.63% 9
2023
Q2 		$63.3M Buy
1,293,566
+87,904
+7% +$4.33M 2.55% 9
2023
Q1 		$58.5M Buy
1,205,662
+91,000
+8% +$4.4M 2.54% 10
2022
Q4 		$51.1M Buy
1,114,662
+113,252
+11% +$4.92M 2.41% 9
2022
Q3 		$38.6M Buy
1,001,410
+243,187
+32% +$10.4M 2.02% 13
2022
Q2 		$32.9M Buy
758,223
+14,081
+2% +$670K 1.73% 16
2022
Q1 		$37.4M Buy
744,142
+23,797
+3% +$1.21M 1.86% 15
2021
Q4 		$36.3M Buy
720,345
+70,455
+11% +$3.6M 1.81% 15
2021
Q3 		$33M Buy
649,890
+84,056
+15% +$4.36M 1.88% 14
2021
Q2 		$29.3M Buy
565,834
+96,538
+21% +$5.11M 1.77% 15
2021
Q1 		$23.9M Buy
469,296
+32,685
+7% +$1.63M 1.92% 12
2020
Q4 		$20.6M Buy
436,611
+57,336
+15% +$2.53M 1.57% 16
2020
Q3 		$15.3M Buy
379,275
+41,172
+12% +$1.7M 1.31% 17
2020
Q2 		$13.5M Buy
338,103
+34,550
+11% +$1.32M 1.26% 16
2020
Q1 		$10.8M Buy
303,553
+175,813
+138% +$7.82M 1.18% 15
2019
Q4 		$6.38M Buy
127,740
+25,110
+24% +$1.23M 0.7% 23
2019
Q3 		$4.86M Buy
102,630
+31,770
+45% +$1.48M 0.59% 30
2019
Q2 		$3.41M Buy
70,860
+34,916
+97% +$1.7M 0.44% 38
2019
Q1 		$1.76M Sell
35,944
-11,766
-25% -$566K 0.26% 57
2018
Q4 		$2.16M Buy
+47,710
New +$2.3M 0.37% 42
2018
Q3 		– Sell
-7,985
Closed -$410K – 217
2018
Q2 		$410K Buy
+7,985
New +$436K 0.08% 122
2015
Q3 		– Sell
-4,900
Closed -$256K – 116
2015
Q2 		$256K Hold
4,900
– – 0.06% 105
2015
Q1 		$261K Hold
4,900
– – 0.06% 89
2014
Q4 		$250K Buy
+4,900
New +$259K 0.06% 91

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AL
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

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

Empirical Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 6.2% in Q2 2026, buying an estimated $9.72M and bringing the position to 2,134,694 shares worth $163M. The position accounts for 2.38% of the portfolio, ranked #10.

Empirical Wealth Management first reported a position in EFV in Q4 2014 and has held it in 35 quarters since. 520 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Empirical Wealth Management held 2,134,694 shares of iShares MSCI EAFE Value ETF worth $163M as of Q2 2026.
  • Empirical Wealth Management bought 125,480 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $9.72M.
  • iShares MSCI EAFE Value ETF made up 2.38% of Empirical Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Empirical Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2014 and has held it in 35 quarters since.
  • 520 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.