Evoke Wealth
EFV icon

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

Evoke Wealth’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
-22,235
Closed -$1.65M – 191
2026
Q1 		$1.65M Sell
22,235
-228
-1% -$17.1K 0.03% 205
2025
Q4 		$1.6M Sell
22,463
-334
-1% -$23.2K 0.03% 214
2025
Q3 		$1.55M Buy
22,797
+14,760
+184% +$972K 0.03% 202
2025
Q2 		$510K Buy
+8,037
New +$492K 0.01% 346
2020
Q3 		– Sell
-56
Closed -$2K – 1043
2020
Q2 		$2K Hold
56
– – ﹤0.01% 854
2020
Q1 		$2K Buy
+56
New +$2.49K ﹤0.01% 799

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Dynasty Wealth Management
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

Evoke Wealth's EFV Position: Q2 2026 in Review

Evoke Wealth sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 22,235 shares — an estimated $1.65M sold.

Evoke Wealth first reported a position in EFV in Q1 2020 and held it in 6 quarters. The position peaked at $1.65M in Q1 2026. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Evoke Wealth reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 22,235 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.65M.
  • Evoke Wealth first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and held it in 6 quarters.
  • Evoke Wealth's iShares MSCI EAFE Value ETF position peaked at $1.65M in Q1 2026.
  • 1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.