Gilbert Capital Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Gilbert Capital Group’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	-113,003	Closed	-$8.4M	–	58
2026 Q1	$8.4M	Buy	113,003 +35,787	+46%	+$2.69M	6.49%	4
2025 Q4	$5.51M	Buy	+77,216	New	+$5.37M	4.14%	6
2025 Q3	–	Sell	-87,436	Closed	-$5.55M	–	52
2025 Q2	$5.55M	Buy	+87,436	New	+$5.35M	4.6%	6

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Gilbert Capital Group's EFV Position: Q2 2026 in Review

Gilbert Capital Group sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 113,003 shares — an estimated $8.4M sold.

Gilbert Capital Group first reported a position in EFV in Q2 2025 and held it in 3 quarters. The position peaked at $8.4M in Q1 2026. 245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Gilbert Capital Group reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
Gilbert Capital Group sold 113,003 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $8.4M.
Gilbert Capital Group first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and held it in 3 quarters.
Gilbert Capital Group's iShares MSCI EAFE Value ETF position peaked at $8.4M in Q1 2026.
245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.