Forthright Family Wealth Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Forthright Family Wealth Advisory’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	$10.9M	Sell	143,040 -531	-0.4%	-$41.1K	6.2%	6
2026 Q1	$7.81M	Sell	143,571 -4,335	-3%	-$326K	5.24%	3
2025 Q4	$10.6M	Buy	147,906 +2,745	+2%	+$191K	6.64%	6
2025 Q3	$9.85M	Sell	145,161 -13,912	-9%	-$916K	6.05%	6
2025 Q2	$10.1M	Sell	159,073 -3,343	-2%	-$205K	6.4%	6
2025 Q1	$9.57M	Buy	162,416 +1,653	+1%	+$93.5K	6.32%	7
2024 Q4	$8.44M	Buy	160,763 +89,995	+127%	+$4.93M	5.48%	7
2024 Q3	$3.9M	Sell	70,768 -69,067	-49%	-$3.81M	2.5%	11
2024 Q2	$7.42M	Sell	139,835 -3,736	-3%	-$203K	4.78%	3
2024 Q1	$7.81M	Buy	143,571 +8,581	+6%	+$448K	5.24%	3
2023 Q4	$7.03M	Buy	+134,990	New	+$6.68M	5.51%	3

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

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

Forthright Family Wealth Advisory's EFV Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.37% in Q2 2026, selling an estimated $41.1K and leaving 143,040 shares worth $10.9M. The position accounts for 6.2% of the portfolio, ranked #6.

Forthright Family Wealth Advisory first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Forthright Family Wealth Advisory held 143,040 shares of iShares MSCI EAFE Value ETF worth $10.9M as of Q2 2026.
Forthright Family Wealth Advisory sold 531 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $41.1K.
iShares MSCI EAFE Value ETF made up 6.2% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #6 holding.
Forthright Family Wealth Advisory first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
614 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.