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Grimes & Company’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Grimes & Company’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 		$272K Buy
3,547
+92
+3% +$7.12K 0.01% 393
2026
Q1 		$257K Sell
3,455
-8
-0.2% -$601 0.01% 383
2025
Q4 		$247K Buy
+3,463
New +$241K 0.01% 404

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Grimes & Company's EFV Position: Q2 2026 in Review

Grimes & Company increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.7% in Q2 2026, buying an estimated $7.12K and bringing the position to 3,547 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #393.

Grimes & Company first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 645 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Grimes & Company held 3,547 shares of iShares MSCI EAFE Value ETF worth $272K as of Q2 2026.
  • Grimes & Company bought 92 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $7.12K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #393 holding.
  • Grimes & Company first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 645 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.