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

Institute for 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	$393K	Hold	5,132	–	–	0.03%	378
2026 Q1	$382K	Hold	5,132	–	–	0.04%	372
2025 Q4	$366K	Sell	5,132 -59	-1%	-$4.1K	0.04%	385
2025 Q3	$352K	Hold	5,191	–	–	0.04%	413
2025 Q2	$330K	Buy	5,191 +1	+0%	+$61	0.04%	408
2025 Q1	$306K	Buy	+5,190	New	+$294K	0.04%	410
2020 Q1	–	Sell	-412	Closed	-$21K	–	448
2019 Q4	$21K	Buy	+412	New	+$20.2K	﹤0.01%	561
2019 Q3	–	Sell	-25,240	Closed	-$1.21M	–	439
2019 Q2	$1.21M	Sell	25,240 -451	-2%	-$22K	0.27%	103
2019 Q1	$1.26M	Buy	+25,691	New	+$1.24M	0.27%	96
2018 Q2	–	Sell	-27,818	Closed	-$1.55M	–	222
2018 Q1	$1.55M	Sell	27,818 -1,869	-6%	-$105K	0.46%	70
2017 Q4	$1.65M	Buy	+29,687	New	+$1.63M	0.38%	77

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

Institute for Wealth Management's EFV Position: Q2 2026 in Review

Institute for Wealth Management held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 5,132 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #378.

Institute for Wealth Management first reported a position in EFV in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.65M in Q4 2017. 1,245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Institute for Wealth Management held 5,132 shares of iShares MSCI EAFE Value ETF worth $393K as of Q2 2026.
Institute for Wealth Management left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Value ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #378 holding.
Institute for Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2017 and has held it in 11 quarters since.
Institute for Wealth Management's iShares MSCI EAFE Value ETF position peaked at $1.65M in Q4 2017.
1,245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.