Global View Capital Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Global View Capital Management’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	$320K	Sell	4,178 -170	-4%	-$13.2K	0.07%	108
2026 Q1	$323K	Buy	4,348 +717	+20%	+$53.9K	0.09%	108
2025 Q4	$259K	Buy	+3,631	New	+$252K	0.05%	125
2025 Q3	–	Sell	-3,803	Closed	-$241K	–	138
2025 Q2	$241K	Buy	+3,803	New	+$233K	0.08%	105

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Global View Capital Management's EFV Position: Q2 2026 in Review

Global View Capital Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 3.9% in Q2 2026, selling an estimated $13.2K and leaving 4,178 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #108.

Global View Capital Management first reported a position in EFV in Q2 2025 and has held it in 4 quarters since. The position peaked at $323K in Q1 2026. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Global View Capital Management held 4,178 shares of iShares MSCI EAFE Value ETF worth $320K as of Q2 2026.
Global View Capital Management sold 170 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $13.2K.
iShares MSCI EAFE Value ETF made up 0.07% of Global View Capital Management's portfolio in Q2 2026, its #108 holding.
Global View Capital Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2025 and has held it in 4 quarters since.
Global View Capital Management's iShares MSCI EAFE Value ETF position peaked at $323K in Q1 2026.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.