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

Innova 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	$1.47M	Buy	19,191 +8,537	+80%	+$661K	0.6%	42
2026 Q1	$792K	Buy	10,654 +1,789	+20%	+$134K	0.37%	53
2025 Q4	$633K	Buy	8,865 +570	+7%	+$39.6K	0.32%	56
2025 Q3	$563K	Buy	8,295 +5,080	+158%	+$335K	0.3%	58
2025 Q2	$204K	Buy	+3,215	New	+$197K	0.12%	104
2024 Q4	–	Sell	-15,293	Closed	-$880K	–	107
2024 Q3	$880K	Buy	+15,293	New	+$844K	0.72%	34

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Innova Wealth Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 80% in Q2 2026, buying an estimated $661K and bringing the position to 19,191 shares worth $1.47M. The position accounts for 0.6% of the portfolio, ranked #42.

Innova Wealth Partners first reported a position in EFV in Q3 2024 and has held it in 6 quarters since. 577 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Innova Wealth Partners held 19,191 shares of iShares MSCI EAFE Value ETF worth $1.47M as of Q2 2026.
Innova Wealth Partners bought 8,537 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $661K.
iShares MSCI EAFE Value ETF made up 0.6% of Innova Wealth Partners's portfolio in Q2 2026, its #42 holding.
Innova Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2024 and has held it in 6 quarters since.
577 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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