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Fourth Dimension Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Fourth Dimension Wealth’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 		$67.2K Buy
877
+849
+3,032% +$65.7K 0.02% 232
2026
Q1 		$2.07K Hold
28
– – ﹤0.01% 529
2025
Q4 		$1.99K Buy
28
+1
+4% +$69 ﹤0.01% 537
2025
Q3 		$1.84K Hold
27
– – ﹤0.01% 528
2025
Q2 		$1.73K Hold
27
– – ﹤0.01% 536
2025
Q1 		$1.57K Hold
27
– – ﹤0.01% 552
2024
Q4 		$1.4K Buy
+27
New +$1.48K ﹤0.01% 560

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fourth Dimension Wealth's EFV Position: Q2 2026 in Review

Fourth Dimension Wealth increased its iShares MSCI EAFE Value ETF (EFV) stake by 3,032% in Q2 2026, buying an estimated $65.7K and bringing the position to 877 shares worth $67.2K. The position accounts for 0.02% of the portfolio, ranked #232.

Fourth Dimension Wealth first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Fourth Dimension Wealth held 877 shares of iShares MSCI EAFE Value ETF worth $67.2K as of Q2 2026.
  • Fourth Dimension Wealth bought 849 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $65.7K.
  • iShares MSCI EAFE Value ETF made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #232 holding.
  • Fourth Dimension Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.