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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
Q1 		$14.9M Buy
199,828
+131,335
+192% +$9.87M 0.58% 37
2025
Q4 		$4.89M Sell
68,493
-3,018
-4% -$210K 0.54% 50
2025
Q3 		$4.85M Sell
71,511
-6,500
-8% -$428K 0.65% 45
2025
Q2 		$4.95M Buy
78,011
+31,811
+69% +$1.95M 0.94% 29
2025
Q1 		$2.72M Sell
46,200
-12,608
-21% -$713K 0.61% 48
2024
Q4 		$3.09M Buy
58,808
+5,147
+10% +$282K 0.8% 33
2024
Q3 		$3.09M Buy
53,661
+34,957
+187% +$1.93M 0.85% 29
2024
Q2 		$992K Sell
18,704
-11,122
-37% -$605K 0.3% 86
2024
Q1 		$1.62M Sell
29,826
-15,668
-34% -$818K 0.58% 46
2023
Q4 		$2.37M Buy
45,494
+1,227
+3% +$60.7K 0.95% 27
2023
Q3 		$2.17M Buy
44,267
+17,297
+64% +$857K 0.39% 53
2023
Q2 		$1.32M Sell
26,970
-1,248
-4% -$61.4K 0.24% 65
2023
Q1 		$1.37M Sell
28,218
-4,066
-13% -$197K 0.21% 67
2022
Q4 		$1.48M Buy
+32,284
New +$1.4M 0.25% 53

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Gateway Wealth Partners's EFV Position: Q1 2026 in Review

Gateway Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 192% in Q1 2026, buying an estimated $9.87M and bringing the position to 199,828 shares worth $14.9M. The position accounts for 0.58% of the portfolio, ranked #37.

Gateway Wealth Partners first reported a position in EFV in Q4 2022 and has held it in 14 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Gateway Wealth Partners held 199,828 shares of iShares MSCI EAFE Value ETF worth $14.9M as of Q1 2026.
  • Gateway Wealth Partners bought 131,335 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $9.87M.
  • iShares MSCI EAFE Value ETF made up 0.58% of Gateway Wealth Partners's portfolio in Q1 2026, its #37 holding.
  • Gateway Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.