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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Hobbs Wealth Management's EFV Position: Q1 2026 in Review

Hobbs Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 43% in Q1 2026, selling an estimated $3.67M and leaving 63,884 shares worth $4.75M. The position accounts for 4.7% of the portfolio, ranked #8.

Hobbs Wealth Management first reported a position in EFV in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.4M in Q2 2025. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Hobbs Wealth Management held 63,884 shares of iShares MSCI EAFE Value ETF worth $4.75M as of Q1 2026.
Hobbs Wealth Management sold 48,769 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $3.67M.
iShares MSCI EAFE Value ETF made up 4.7% of Hobbs Wealth Management's portfolio in Q1 2026, its #8 holding.
Hobbs Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2024 and has held it in 6 quarters since.
Hobbs Wealth Management's iShares MSCI EAFE Value ETF position peaked at $10.4M in Q2 2025.
1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Hobbs Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.