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

Evermay 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	$12.2K	Hold	159	–	–	﹤0.01%	489
2026 Q1	$11.8K	Hold	159	–	–	﹤0.01%	445
2025 Q4	$11.4K	Hold	159	–	–	﹤0.01%	433
2025 Q3	$10.8K	Hold	159	–	–	﹤0.01%	439
2025 Q2	$10.1K	Hold	159	–	–	﹤0.01%	444
2025 Q1	$9.37K	Hold	159	–	–	﹤0.01%	449
2024 Q4	$8.34K	Hold	159	–	–	﹤0.01%	457
2024 Q3	$9.15K	Buy	+159	New	+$8.78K	﹤0.01%	468
2022 Q1	–	Sell	-111	Closed	-$6K	–	538
2021 Q4	$6K	Buy	+111	New	+$5.67K	﹤0.01%	435

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Evermay Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 159 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Evermay Wealth Management first reported a position in EFV in Q4 2021 and has held it in 9 quarters since. 485 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Evermay Wealth Management held 159 shares of iShares MSCI EAFE Value ETF worth $12.2K as of Q2 2026.
Evermay Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #489 holding.
Evermay Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and has held it in 9 quarters since.
485 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.