EWA LLC’s iShares MSCI EAFE Value ETF EFV Stock Holding History

EWA LLC’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	$968K	Sell	12,640 -250	-2%	-$19.4K	0.18%	74
2026 Q1	$958K	Sell	12,890 -1,467	-10%	-$110K	0.22%	60
2025 Q4	$1.03M	Buy	14,357 +893	+7%	+$62.1K	0.25%	53
2025 Q3	$913K	Sell	13,464 -86	-0.6%	-$5.67K	0.25%	51
2025 Q2	$860K	Buy	13,550 +2,728	+25%	+$167K	0.27%	49
2025 Q1	$638K	Buy	10,822 +2,711	+33%	+$153K	0.24%	48
2024 Q4	$426K	Sell	8,111 -226,762	-97%	-$12.4M	0.16%	66
2024 Q3	$12.6M	Buy	234,873 +91,921	+64%	+$5.08M	4.51%	5
2024 Q2	$7.83M	Sell	142,952 -57,445	-29%	-$3.12M	3.24%	7
2024 Q1	$11.1M	Buy	+200,397	New	+$10.5M	5%	5

Other funds holding EFV

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return