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

Grand Wealth 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	–	Sell	-178	Closed	-$13.2K	–	59
2026 Q1	$13.2K	Sell	178 -18	-9%	-$1.35K	0.01%	75
2025 Q4	$14K	Buy	196 +18	+10%	+$1.25K	0.01%	70
2025 Q3	$12.1K	Hold	178	–	–	0.01%	64
2025 Q2	$11.3K	Hold	178	–	–	0.01%	64
2025 Q1	$10.5K	Hold	178	–	–	0.01%	59
2024 Q4	$9.34K	Sell	178 -19	-10%	-$1.04K	0.01%	59
2024 Q3	$11.3K	Buy	+197	New	+$10.9K	0.01%	56
2022 Q2	–	Sell	-161	Closed	-$8K	–	60
2022 Q1	$8K	Hold	161	–	–	﹤0.01%	56
2021 Q4	$8K	Buy	+161	New	+$8.22K	﹤0.01%	56

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

Grand Wealth Management's EFV Position: Q2 2026 in Review

Grand Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 178 shares — an estimated $13.2K sold.

Grand Wealth Management first reported a position in EFV in Q4 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Grand Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 178 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $13.2K.
Grand Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 9 quarters.
Grand Wealth Management's iShares MSCI EAFE Value ETF position peaked at $14K in Q4 2025.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.