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

Hobbs 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	$402K	Sell	5,253 -58,631	-92%	-$4.54M	0.34%	20
2026 Q1	$4.75M	Sell	63,884 -48,769	-43%	-$3.67M	4.7%	8
2025 Q4	$8.04M	Sell	112,653 -3,998	-3%	-$278K	7.83%	6
2025 Q3	$7.91M	Sell	116,651 -47,078	-29%	-$3.1M	6.64%	6
2025 Q2	$10.4M	Buy	163,729 +66,940	+69%	+$4.1M	9.92%	3
2025 Q1	$5.7M	Sell	96,789 -18,514	-16%	-$1.05M	6.33%	6
2024 Q4	$6.05M	Buy	+115,303	New	+$6.31M	6.91%	6

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

Hobbs Wealth Management's EFV Position: Q2 2026 in Review

Hobbs Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 92% in Q2 2026, selling an estimated $4.54M and leaving 5,253 shares worth $402K. The position accounts for 0.34% of the portfolio, ranked #20.

Hobbs Wealth Management first reported a position in EFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q2 2025. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Hobbs Wealth Management held 5,253 shares of iShares MSCI EAFE Value ETF worth $402K as of Q2 2026.
Hobbs Wealth Management sold 58,631 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $4.54M.
iShares MSCI EAFE Value ETF made up 0.34% of Hobbs Wealth Management's portfolio in Q2 2026, its #20 holding.
Hobbs Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 7 quarters since.
Hobbs Wealth Management's iShares MSCI EAFE Value ETF position peaked at $10.4M in Q2 2025.
1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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