HHM Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

HHM Wealth Advisors’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	$4.59K	Hold	60	–	–	﹤0.01%	735
2026 Q1	$4.46K	Hold	60	–	–	﹤0.01%	733
2025 Q4	$4.29K	Sell	60 -157	-72%	-$10.9K	﹤0.01%	719
2025 Q3	$14.7K	Buy	217 +157	+262%	+$10.3K	﹤0.01%	566
2025 Q2	$3.81K	Hold	60	–	–	﹤0.01%	712
2025 Q1	$3.54K	Hold	60	–	–	﹤0.01%	702
2024 Q4	$3.15K	Buy	+60	New	+$3.29K	﹤0.01%	713
2023 Q4	–	Sell	-371	Closed	-$18.2K	–	760
2023 Q3	$18.2K	Sell	371 -4,024	-92%	-$199K	﹤0.01%	416
2023 Q2	$215K	Buy	4,395 +2,712	+161%	+$134K	0.04%	131
2023 Q1	$81.7K	Buy	+1,683	New	+$81.5K	0.02%	220
2022 Q4	–	Sell	-85	Closed	-$3K	–	705
2022 Q3	$3K	Hold	85	–	–	﹤0.01%	575
2022 Q2	$4K	Buy	85 +60	+240%	+$2.86K	﹤0.01%	667
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	680
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	644
2021 Q3	$1K	Buy	+25	New	+$1.29K	﹤0.01%	604

Other funds holding EFV

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

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

HHM Wealth Advisors's EFV Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 60 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

HHM Wealth Advisors first reported a position in EFV in Q3 2021 and has held it in 15 quarters since. The position peaked at $215K in Q2 2023. 447 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

HHM Wealth Advisors held 60 shares of iShares MSCI EAFE Value ETF worth $4.59K as of Q2 2026.
HHM Wealth Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #735 holding.
HHM Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and has held it in 15 quarters since.
HHM Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $215K in Q2 2023.
447 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.