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Highline Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Highline Wealth Partners’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 		$49.1K Hold
642
– – 0.01% 233
2026
Q1 		$47.7K Hold
642
– – 0.01% 181
2025
Q4 		$45.8K Hold
642
– – 0.01% 144
2025
Q3 		$43.5K Hold
642
– – 0.01% 167
2025
Q2 		$40.8K Sell
642
-356
-36% -$21.8K 0.01% 157
2025
Q1 		$58.8K Sell
998
-338
-25% -$19.1K 0.02% 124
2024
Q4 		$70.1K Buy
1,336
+9
+0.7% +$493 0.02% 116
2024
Q3 		$76.4K Hold
1,327
– – 0.03% 114
2024
Q2 		$70.4K Buy
1,327
+14
+1% +$761 0.03% 117
2024
Q1 		$71.4K Hold
1,313
– – 0.03% 119
2023
Q4 		$68.4K Buy
1,313
+490
+60% +$24.2K 0.03% 119
2023
Q3 		$40.3K Buy
+823
New +$40.8K 0.02% 122

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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AL
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Highline Wealth Partners's EFV Position: Q2 2026 in Review

Highline Wealth Partners held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 642 shares worth $49.1K. The position accounts for 0.01% of the portfolio, ranked #233.

Highline Wealth Partners first reported a position in EFV in Q3 2023 and has held it in 12 quarters since. The position peaked at $76.4K in Q3 2024. 311 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Highline Wealth Partners held 642 shares of iShares MSCI EAFE Value ETF worth $49.1K as of Q2 2026.
  • Highline Wealth Partners left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #233 holding.
  • Highline Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Highline Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $76.4K in Q3 2024.
  • 311 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.