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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares MSCI EAFE Value ETF EFV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$53.6K Buy
700
+8
+1% +$619 0.01% 313
2026
Q1 		$51.5K Hold
692
– – 0.02% 295
2025
Q4 		$49.5K Buy
692
+15
+2% +$1.04K 0.01% 302
2025
Q3 		$45.9K Buy
677
+292
+76% +$19.2K 0.01% 281
2025
Q2 		$24.5K Buy
+385
New +$23.6K 0.01% 319

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EFV Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.2% in Q2 2026, buying an estimated $619 and bringing the position to 700 shares worth $53.6K. The position accounts for 0.01% of the portfolio, ranked #313.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EFV in Q2 2025 and has held it in 5 quarters since. 833 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 700 shares of iShares MSCI EAFE Value ETF worth $53.6K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 8 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $619.
  • iShares MSCI EAFE Value ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #313 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 833 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.