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

Evolution 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 		$3.26M Buy
42,570
+10,802
+34% +$836K 1.92% 12
2026
Q1 		$2.36M Buy
31,768
+13,347
+72% +$1M 1.73% 12
2025
Q4 		$1.32M Buy
18,421
+7,118
+63% +$495K 1.09% 20
2025
Q3 		$767K Buy
11,303
+4,976
+79% +$328K 0.79% 28
2025
Q2 		$402K Buy
+6,327
New +$387K 0.49% 38

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

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

Evolution Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 34% in Q2 2026, buying an estimated $836K and bringing the position to 42,570 shares worth $3.26M. The position accounts for 1.92% of the portfolio, ranked #12.

Evolution Wealth Management first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Evolution Wealth Management held 42,570 shares of iShares MSCI EAFE Value ETF worth $3.26M as of Q2 2026.
  • Evolution Wealth Management bought 10,802 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $836K.
  • iShares MSCI EAFE Value ETF made up 1.92% of Evolution Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Evolution Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.