Graney & King’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Graney & King’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	$550	Hold	7	–	–	﹤0.01%	356
2026 Q1	$520	Buy	+7	New	+$526	﹤0.01%	347

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

Graney & King's EFV Position: Q2 2026 in Review

Graney & King held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 7 shares worth $550. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Graney & King first reported a position in EFV in Q1 2026 and has held it in 2 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Graney & King held 7 shares of iShares MSCI EAFE Value ETF worth $550 as of Q2 2026.
Graney & King left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Graney & King's portfolio in Q2 2026, its #356 holding.
Graney & King first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and has held it in 2 quarters since.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.