GC Wealth Management RIA’s iShares MSCI EAFE Value ETF EFV Stock Holding History

GC Wealth Management RIA’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	–	Sell	-18,919	Closed	-$1.41M	–	509
2026 Q1	$1.41M	Buy	18,919 +1,036	+6%	+$77.9K	0.06%	190
2025 Q4	$1.28M	Sell	17,883 -11	-0.1%	-$764	0.05%	208
2025 Q3	$1.21M	Sell	17,894 -877	-5%	-$57.8K	0.04%	284
2025 Q2	$1.19M	Buy	18,771 +977	+5%	+$59.8K	0.1%	182
2025 Q1	$1.05M	Hold	17,794	–	–	0.19%	103
2024 Q4	$934K	Hold	17,794	–	–	0.16%	113
2024 Q3	$1.02M	Hold	17,794	–	–	0.18%	108
2024 Q2	$944K	Buy	+17,794	New	+$967K	0.19%	106

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GC Wealth Management RIA's EFV Position: Q2 2026 in Review

GC Wealth Management RIA sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 18,919 shares — an estimated $1.41M sold.

GC Wealth Management RIA first reported a position in EFV in Q2 2024 and held it in 8 quarters. The position peaked at $1.41M in Q1 2026. 1,253 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

GC Wealth Management RIA reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
GC Wealth Management RIA sold 18,919 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.41M.
GC Wealth Management RIA first reported a position in iShares MSCI EAFE Value ETF in Q2 2024 and held it in 8 quarters.
GC Wealth Management RIA's iShares MSCI EAFE Value ETF position peaked at $1.41M in Q1 2026.
1,253 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.