FWMM
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Foundation Wealth Management (Missouri)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Foundation Wealth Management (Missouri)’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 		$3.74M Sell
48,810
-3,943
-7% -$305K 2.21% 9
2026
Q1 		$3.92M Sell
52,753
-1,469
-3% -$110K 2.65% 6
2025
Q4 		$3.87M Sell
54,222
-2,993
-5% -$208K 2.55% 7
2025
Q3 		$3.88M Sell
57,215
-2,205
-4% -$145K 2.48% 7
2025
Q2 		$3.77M Sell
59,420
-2,701
-4% -$165K 2.63% 7
2025
Q1 		$3.66M Sell
62,121
-1,880
-3% -$106K 2.87% 7
2024
Q4 		$3.36M Buy
64,001
+289
+0.5% +$15.8K 2.61% 8
2024
Q3 		$3.67M Sell
63,712
-2,940
-4% -$162K 2.78% 8
2024
Q2 		$3.53M Sell
66,652
-422
-0.6% -$22.9K 2.77% 7
2024
Q1 		$3.65M Sell
67,074
-1,627
-2% -$84.9K 2.97% 6
2023
Q4 		$3.58M Sell
68,701
-584
-0.8% -$28.9K 3.2% 7
2023
Q3 		$3.39M Buy
69,285
+523
+0.8% +$25.9K 3.39% 6
2023
Q2 		$3.37M Sell
68,762
-794
-1% -$39.1K 3.28% 7
2023
Q1 		$3.38M Buy
69,556
+5,345
+8% +$259K 3.47% 6
2022
Q4 		$2.95M Buy
+64,211
New +$2.79M 2.99% 11

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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s EFV Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its iShares MSCI EAFE Value ETF (EFV) stake by 7.5% in Q2 2026, selling an estimated $305K and leaving 48,810 shares worth $3.74M. The position accounts for 2.21% of the portfolio, ranked #9.

Foundation Wealth Management (Missouri) first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.92M in Q1 2026. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 48,810 shares of iShares MSCI EAFE Value ETF worth $3.74M as of Q2 2026.
  • Foundation Wealth Management (Missouri) sold 3,943 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $305K.
  • iShares MSCI EAFE Value ETF made up 2.21% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #9 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Foundation Wealth Management (Missouri)'s iShares MSCI EAFE Value ETF position peaked at $3.92M in Q1 2026.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.