EW
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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
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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evoke Wealth's EFV Position: Q1 2026 in Review

Evoke Wealth reduced its iShares MSCI EAFE Value ETF (EFV) stake by 1% in Q1 2026, selling an estimated $17.1K and leaving 22,235 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #205.

Evoke Wealth first reported a position in EFV in Q1 2020 and has held it in 6 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Evoke Wealth held 22,235 shares of iShares MSCI EAFE Value ETF worth $1.65M as of Q1 2026.
  • Evoke Wealth sold 228 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $17.1K.
  • iShares MSCI EAFE Value ETF made up 0.03% of Evoke Wealth's portfolio in Q1 2026, its #205 holding.
  • Evoke Wealth first reported a position in iShares MSCI EAFE Value ETF in Q1 2020 and has held it in 6 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.