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

Fairvoy Private 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	$904K	Buy	11,808 +4,179	+55%	+$324K	0.18%	113
2026 Q1	$567K	Buy	7,629 +2,384	+45%	+$179K	0.14%	133
2025 Q4	$375K	Sell	5,245 -3,068	-37%	-$213K	0.08%	140
2025 Q3	$564K	Sell	8,313 -6	-0.1%	-$395	0.13%	117
2025 Q2	$528K	Buy	8,319 +53	+0.6%	+$3.24K	0.13%	114
2025 Q1	$487K	Sell	8,266 -1,312	-14%	-$74.2K	0.13%	111
2024 Q4	$503K	Buy	+9,578	New	+$525K	0.13%	113

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

BAM

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Fairvoy Private Wealth's EFV Position: Q2 2026 in Review

Fairvoy Private Wealth increased its iShares MSCI EAFE Value ETF (EFV) stake by 55% in Q2 2026, buying an estimated $324K and bringing the position to 11,808 shares worth $904K. The position accounts for 0.18% of the portfolio, ranked #113.

Fairvoy Private Wealth first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Fairvoy Private Wealth held 11,808 shares of iShares MSCI EAFE Value ETF worth $904K as of Q2 2026.
Fairvoy Private Wealth bought 4,179 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $324K.
iShares MSCI EAFE Value ETF made up 0.18% of Fairvoy Private Wealth's portfolio in Q2 2026, its #113 holding.
Fairvoy Private Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.