Insight Wealth Strategies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Insight Wealth Strategies’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	$484K	Buy	6,336 +1,789	+39%	+$139K	0.05%	129
2026 Q1	$338K	Buy	+4,547	New	+$342K	0.04%	144
2021 Q4	–	Sell	-49,815	Closed	-$2.53M	–	160
2021 Q3	$2.53M	Buy	49,815 +10,526	+27%	+$545K	0.36%	36
2021 Q2	$2.03M	Sell	39,289 -1,699	-4%	-$89.9K	0.29%	45
2021 Q1	$2.09M	Buy	+40,988	New	+$2.04M	0.28%	49

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

Insight Wealth Strategies's EFV Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares MSCI EAFE Value ETF (EFV) stake by 39% in Q2 2026, buying an estimated $139K and bringing the position to 6,336 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #129.

Insight Wealth Strategies first reported a position in EFV in Q1 2021 and has held it in 5 quarters since. The position peaked at $2.53M in Q3 2021. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Insight Wealth Strategies held 6,336 shares of iShares MSCI EAFE Value ETF worth $484K as of Q2 2026.
Insight Wealth Strategies bought 1,789 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $139K.
iShares MSCI EAFE Value ETF made up 0.05% of Insight Wealth Strategies's portfolio in Q2 2026, its #129 holding.
Insight Wealth Strategies first reported a position in iShares MSCI EAFE Value ETF in Q1 2021 and has held it in 5 quarters since.
Insight Wealth Strategies's iShares MSCI EAFE Value ETF position peaked at $2.53M in Q3 2021.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.