FWP
EFV icon

Firethorn Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Firethorn Wealth Partners’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 		$3.09M Sell
40,348
-24,008
-37% -$1.86M 1% 23
2026
Q1 		$4.78M Sell
64,356
-17,892
-22% -$1.34M 1.75% 10
2025
Q4 		$5.87M Sell
82,248
-8,469
-9% -$588K 2.2% 10
2025
Q3 		$6.15M Sell
90,717
-8,210
-8% -$541K 2.42% 10
2025
Q2 		$6.28M Buy
98,927
+19,735
+25% +$1.21M 2.72% 9
2025
Q1 		$4.67M Sell
79,192
-15,077
-16% -$853K 2.23% 11
2024
Q4 		$4.95M Buy
94,269
+2,869
+3% +$157K 2.46% 11
2024
Q3 		$5.26M Buy
91,400
+41,571
+83% +$2.3M 2.67% 10
2024
Q2 		$2.64M Sell
49,829
-32,053
-39% -$1.74M 1.49% 13
2024
Q1 		$4.45M Sell
81,882
-13,596
-14% -$710K 2.62% 6
2023
Q4 		$4.97M Sell
95,478
-3,977
-4% -$197K 3.26% 5
2023
Q3 		$4.87M Buy
99,455
+28,402
+40% +$1.41M 3.73% 5
2023
Q2 		$3.48M Buy
71,053
+427
+0.6% +$21K 2.59% 11
2023
Q1 		$3.54M Sell
70,626
-18,648
-21% -$903K 2.77% 11
2022
Q4 		$4.1M Buy
89,274
+6,373
+8% +$277K 3.46% 6
2022
Q3 		$3.19M Sell
82,901
-20,705
-20% -$883K 2.97% 7
2022
Q2 		$4.6M Buy
103,606
+3,575
+4% +$170K 3.73% 6
2022
Q1 		$5.03M Sell
100,031
-17,231
-15% -$876K 3.81% 5
2021
Q4 		$5.91M Buy
+117,262
New +$5.99M 4.42% 6
2021
Q2 		$5.48M Buy
105,886
+15,764
+17% +$834K 4.59% 4
2021
Q1 		$4.59M Buy
+90,122
New +$4.48M 4.28% 5

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

Firethorn Wealth Partners's EFV Position: Q2 2026 in Review

Firethorn Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 37% in Q2 2026, selling an estimated $1.86M and leaving 40,348 shares worth $3.09M. The position accounts for 1% of the portfolio, ranked #23.

Firethorn Wealth Partners first reported a position in EFV in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.28M in Q2 2025. 1,246 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Firethorn Wealth Partners held 40,348 shares of iShares MSCI EAFE Value ETF worth $3.09M as of Q2 2026.
  • Firethorn Wealth Partners sold 24,008 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.86M.
  • iShares MSCI EAFE Value ETF made up 1% of Firethorn Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Firethorn Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Firethorn Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $6.28M in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.