Fedenia Advisers’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Fedenia Advisers’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	$355K	Sell	4,632 -5,306	-53%	-$411K	0.08%	94
2026 Q1	$739K	Sell	9,938 -13,236	-57%	-$995K	0.55%	37
2025 Q4	$1.65M	Buy	23,174 +498	+2%	+$34.6K	0.63%	48
2025 Q3	$1.54M	Buy	22,676 +1,617	+8%	+$107K	0.61%	47
2025 Q2	$1.34M	Buy	21,059 +2,355	+13%	+$144K	0.63%	44
2025 Q1	$1.1M	Sell	18,704 -1,247	-6%	-$70.5K	0.72%	30
2024 Q4	$1.05M	Buy	+19,951	New	+$1.09M	0.61%	35

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Fedenia Advisers's EFV Position: Q2 2026 in Review

Fedenia Advisers reduced its iShares MSCI EAFE Value ETF (EFV) stake by 53% in Q2 2026, selling an estimated $411K and leaving 4,632 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #94.

Fedenia Advisers first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2025. 418 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Fedenia Advisers held 4,632 shares of iShares MSCI EAFE Value ETF worth $355K as of Q2 2026.
Fedenia Advisers sold 5,306 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $411K.
iShares MSCI EAFE Value ETF made up 0.08% of Fedenia Advisers's portfolio in Q2 2026, its #94 holding.
Fedenia Advisers first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Fedenia Advisers's iShares MSCI EAFE Value ETF position peaked at $1.65M in Q4 2025.
418 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.