HWM
EFV icon

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

Hemming & 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 		$17.7M Buy
231,646
+3,085
+1% +$239K 10.79% 5
2026
Q1 		$17M Sell
228,561
-3,306
-1% -$248K 11.86% 5
2025
Q4 		$16.6M Buy
+231,867
New +$16.1M 11.33% 5

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hemming & Wealth Management's EFV Position: Q2 2026 in Review

Hemming & Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 1.3% in Q2 2026, buying an estimated $239K and bringing the position to 231,646 shares worth $17.7M. The position accounts for 10.79% of the portfolio, ranked #5.

Hemming & Wealth Management first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Hemming & Wealth Management held 231,646 shares of iShares MSCI EAFE Value ETF worth $17.7M as of Q2 2026.
  • Hemming & Wealth Management bought 3,085 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $239K.
  • iShares MSCI EAFE Value ETF made up 10.79% of Hemming & Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Hemming & Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Hemming & Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.