HGWM
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Horst & Graben Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Horst & Graben 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 		$4.3M Sell
56,348
-158,581
-74% -$12.3M 0.57% 34
2026
Q1 		$16.4M Sell
214,929
-126,335
-37% -$9.5M 2.25% 15
2025
Q4 		$24.4M Sell
341,264
-27,949
-8% -$1.94M 3.68% 8
2025
Q3 		$25M Sell
369,213
-65,854
-15% -$4.34M 3.83% 7
2025
Q2 		$27.6M Buy
435,067
+122,044
+39% +$7.47M 4.57% 7
2025
Q1 		$18.4M Sell
313,023
-65,465
-17% -$3.7M 3.31% 8
2024
Q4 		$19.9M Buy
378,488
+25,460
+7% +$1.39M 3.53% 8
2024
Q3 		$20.3M Buy
353,028
+166,504
+89% +$9.19M 3.65% 9
2024
Q2 		$9.89M Sell
186,524
-78,676
-30% -$4.28M 1.89% 16
2024
Q1 		$14.4M Sell
265,200
-116,213
-30% -$6.07M 2.94% 10
2023
Q4 		$19.9M Sell
381,413
-22,055
-5% -$1.09M 4.37% 7
2023
Q3 		$19.7M Buy
403,468
+105,611
+35% +$5.23M 4.86% 6
2023
Q2 		$14.6M Buy
297,857
+3,899
+1% +$192K 3.48% 9
2023
Q1 		$14.3M Sell
293,958
-60,598
-17% -$2.93M 3.54% 9
2022
Q4 		$16.3M Buy
354,556
+34,423
+11% +$1.49M 4.26% 7
2022
Q3 		$12.3M Sell
320,133
-61,333
-16% -$2.61M 3.5% 8
2022
Q2 		$16.6M Buy
381,466
+35,360
+10% +$1.68M 4.5% 6
2022
Q1 		$17.4M Buy
346,106
+22,180
+7% +$1.13M 4.25% 7
2021
Q4 		$16.3M Buy
323,926
+52,981
+20% +$2.7M 4.08% 6
2021
Q3 		$13.8M Buy
270,945
+18,318
+7% +$949K 3.8% 7
2021
Q2 		$13.1M Buy
252,627
+76,685
+44% +$4.06M 3.65% 9
2021
Q1 		$8.97M Buy
+175,942
New +$8.75M 2.82% 9

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

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

Horst & Graben Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 74% in Q2 2026, selling an estimated $12.3M and leaving 56,348 shares worth $4.3M. The position accounts for 0.57% of the portfolio, ranked #34.

Horst & Graben Wealth Management first reported a position in EFV in Q1 2021 and has held it in 22 quarters since. The position peaked at $27.6M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Horst & Graben Wealth Management held 56,348 shares of iShares MSCI EAFE Value ETF worth $4.3M as of Q2 2026.
  • Horst & Graben Wealth Management sold 158,581 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $12.3M.
  • iShares MSCI EAFE Value ETF made up 0.57% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Horst & Graben Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Horst & Graben Wealth Management's iShares MSCI EAFE Value ETF position peaked at $27.6M in Q2 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.