Financial Synergies Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Financial Synergies Wealth Advisors’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	$67.2M	Sell	877,262 -21,895	-2%	-$1.7M	5.69%	5
2026 Q1	$66.9M	Sell	899,157 -20,243	-2%	-$1.52M	6.38%	5
2025 Q4	$65.7M	Buy	919,400 +15,290	+2%	+$1.06M	6.34%	5
2025 Q3	$61.3M	Buy	904,110 +439	+0%	+$28.9K	6.21%	5
2025 Q2	$57.4M	Buy	903,671 +5,162	+0.6%	+$316K	6.25%	5
2025 Q1	$53M	Buy	898,509 +16,487	+2%	+$933K	6.44%	5
2024 Q4	$46.3M	Buy	882,022 +33,503	+4%	+$1.83M	5.74%	5
2024 Q3	$48.8M	Buy	848,519 +10,988	+1%	+$607K	6.06%	5
2024 Q2	$44.4M	Buy	837,531 +24,273	+3%	+$1.32M	5.98%	5
2024 Q1	$44.2M	Sell	813,258 -12,407	-2%	-$648K	5.8%	5
2023 Q4	$37.9M	Buy	825,665 +16,950	+2%	+$839K	5.86%	5
2023 Q3	$39.6M	Buy	808,715 +2,185	+0.3%	+$108K	5.71%	6
2023 Q2	$39.5M	Buy	806,530 +3,924	+0.5%	+$193K	5.54%	6
2023 Q1	$39M	Sell	802,606 -23,059	-3%	-$1.12M	5.71%	6
2022 Q4	$37.9M	Sell	825,665 -76,823	-9%	-$3.33M	5.86%	5
2022 Q3	$34.8M	Sell	902,488 -744	-0.1%	-$31.7K	5.98%	5
2022 Q2	$39.2M	Buy	903,232 +32,296	+4%	+$1.54M	6.38%	5
2022 Q1	$43.8M	Buy	870,936 +13,607	+2%	+$692K	6.89%	5
2021 Q4	$43.2M	Buy	857,329 +23,811	+3%	+$1.22M	5.92%	5
2021 Q3	$42.4M	Buy	833,518 +11,552	+1%	+$599K	5.79%	6
2021 Q2	$42.5M	Buy	821,966 +39,793	+5%	+$2.1M	5.8%	6
2021 Q1	$39.9M	Buy	782,173 +16,440	+2%	+$818K	5.79%	6
2020 Q4	$36.1M	Buy	765,733 +357,965	+88%	+$15.8M	5.62%	6
2020 Q3	$16.5M	Buy	407,768 +197,827	+94%	+$8.18M	4.21%	8
2020 Q2	$8.39M	Buy	+209,941	New	+$8.01M	2.84%	9

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 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

Financial Synergies Wealth Advisors's EFV Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 2.4% in Q2 2026, selling an estimated $1.7M and leaving 877,262 shares worth $67.2M. The position accounts for 5.69% of the portfolio, ranked #5.

Financial Synergies Wealth Advisors first reported a position in EFV in Q2 2020 and has held it in 25 quarters since. 689 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Financial Synergies Wealth Advisors held 877,262 shares of iShares MSCI EAFE Value ETF worth $67.2M as of Q2 2026.
Financial Synergies Wealth Advisors sold 21,895 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.7M.
iShares MSCI EAFE Value ETF made up 5.69% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Financial Synergies Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2020 and has held it in 25 quarters since.
689 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.