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EFV icon

GAMMA Investing’s iShares MSCI EAFE Value ETF EFV Stock Holding History

GAMMA Investing’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 		$397K Buy
5,186
+1,505
+41% +$117K 0.01% 778
2026
Q1 		$274K Buy
3,681
+909
+33% +$68.3K 0.01% 904
2025
Q4 		$198K Buy
2,772
+655
+31% +$45.5K 0.01% 1053
2025
Q3 		$144K Buy
2,117
+74
+4% +$4.87K 0.01% 1205
2025
Q2 		$130K Sell
2,043
-11
-0.5% -$673 0.01% 1236
2025
Q1 		$121K Buy
2,054
+582
+40% +$32.9K 0.01% 1101
2024
Q4 		$77.2K Hold
1,472
– – 0.01% 1306
2024
Q3 		$84.7K Hold
1,472
– – 0.01% 1101
2024
Q2 		$78.1K Buy
1,472
+1,370
+1,343% +$74.5K 0.01% 911
2024
Q1 		$5.55K Sell
102
-395
-79% -$20.6K ﹤0.01% 2369
2023
Q4 		$25.6K Buy
+497
New +$24.6K 0.01% 1330

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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

GAMMA Investing's EFV Position: Q2 2026 in Review

GAMMA Investing increased its iShares MSCI EAFE Value ETF (EFV) stake by 41% in Q2 2026, buying an estimated $117K and bringing the position to 5,186 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #778.

GAMMA Investing first reported a position in EFV in Q4 2023 and has held it in 11 quarters since. 382 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • GAMMA Investing held 5,186 shares of iShares MSCI EAFE Value ETF worth $397K as of Q2 2026.
  • GAMMA Investing bought 1,505 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $117K.
  • iShares MSCI EAFE Value ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #778 holding.
  • GAMMA Investing first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 382 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.