First Western Trust Bank’s iShares MSCI EAFE Value ETF EFV Stock Holding History

First Western Trust Bank’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	$205K	Buy	+2,680	New	+$208K	0.01%	211

Other funds holding EFV

AOI

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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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Western Trust Bank's EFV Position: Q2 2026 in Review

First Western Trust Bank opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 2,680 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #211 among its holdings.

576 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

First Western Trust Bank held 2,680 shares of iShares MSCI EAFE Value ETF worth $205K as of Q2 2026.
iShares MSCI EAFE Value ETF was a new First Western Trust Bank position in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #211 holding.
576 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.