Gateway Wealth Partners
EFV icon

Gateway Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Gateway Wealth Partners’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 		$3.86M Sell
100,958
-298,698
-75% -$11.6M 0.23% 112
2026
Q1 		$14.9M Buy
399,656
+262,670
+192% +$9.9M 0.58% 37
2025
Q4 		$4.89M Sell
136,986
-6,036
-4% -$210K 0.54% 50
2025
Q3 		$4.85M Sell
143,022
-13,000
-8% -$428K 0.65% 45
2025
Q2 		$4.95M Buy
156,022
+63,622
+69% +$1.95M 0.94% 29
2025
Q1 		$2.72M Sell
92,400
-25,216
-21% -$713K 0.61% 48
2024
Q4 		$3.09M Buy
117,616
+10,294
+10% +$282K 0.8% 33
2024
Q3 		$3.09M Buy
107,322
+69,914
+187% +$1.93M 0.85% 29
2024
Q2 		$992K Sell
37,408
-22,244
-37% -$605K 0.3% 86
2024
Q1 		$1.62M Sell
59,652
-31,336
-34% -$818K 0.58% 46
2023
Q4 		$2.37M Buy
90,988
+2,454
+3% +$60.7K 0.95% 27
2023
Q3 		$2.17M Buy
88,534
+34,594
+64% +$857K 0.39% 53
2023
Q2 		$1.32M Sell
53,940
-2,496
-4% -$61.4K 0.24% 65
2023
Q1 		$1.37M Sell
56,436
-8,132
-13% -$197K 0.21% 67
2022
Q4 		$1.48M Buy
+64,568
New +$1.4M 0.25% 53

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gateway Wealth Partners's EFV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 75% in Q2 2026, selling an estimated $11.6M and leaving 100,958 shares worth $3.86M. The position accounts for 0.23% of the portfolio, ranked #112.

Gateway Wealth Partners first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.9M in Q1 2026. 1,257 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Gateway Wealth Partners held 100,958 shares of iShares MSCI EAFE Value ETF worth $3.86M as of Q2 2026.
  • Gateway Wealth Partners sold 298,698 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $11.6M.
  • iShares MSCI EAFE Value ETF made up 0.23% of Gateway Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Gateway Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $14.9M in Q1 2026.
  • 1,257 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.