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

Granite Bay 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	$396K	Buy	+5,176	New	+$401K	0.04%	129

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

Granite Bay Wealth Management's EFV Position: Q2 2026 in Review

Granite Bay Wealth Management opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q2 2026: 5,176 shares worth $396K. The stake represents 0.04% of the portfolio and ranks #129 among its holdings.

1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Granite Bay Wealth Management held 5,176 shares of iShares MSCI EAFE Value ETF worth $396K as of Q2 2026.
iShares MSCI EAFE Value ETF was a new Granite Bay Wealth Management position in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.04% of Granite Bay Wealth Management's portfolio in Q2 2026, its #129 holding.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.