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

Foundation Wealth Management (Pennsylvania)’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	$1.59M	Sell	20,743 -146	-0.7%	-$11.3K	0.48%	37
2026 Q1	$1.55M	Sell	20,889 -340	-2%	-$25.6K	0.55%	35
2025 Q4	$1.52M	Sell	21,229 -1,743	-8%	-$121K	0.55%	35
2025 Q3	$1.56M	Sell	22,972 -436	-2%	-$28.7K	0.6%	36
2025 Q2	$1.49M	Sell	23,408 -1,886	-7%	-$115K	0.64%	37
2025 Q1	$1.49M	Sell	25,294 -135	-0.5%	-$7.64K	0.71%	37
2024 Q4	$1.33M	Buy	+25,429	New	+$1.39M	0.65%	37

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 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

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

Foundation Wealth Management (Pennsylvania) reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.7% in Q2 2026, selling an estimated $11.3K and leaving 20,743 shares worth $1.59M. The position accounts for 0.48% of the portfolio, ranked #37.

Foundation Wealth Management (Pennsylvania) first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 20,743 shares of iShares MSCI EAFE Value ETF worth $1.59M as of Q2 2026.
Foundation Wealth Management (Pennsylvania) sold 146 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $11.3K.
iShares MSCI EAFE Value ETF made up 0.48% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #37 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
689 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.