IW
EFV icon

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

Instrumental Wealth’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 		$243K Buy
3,172
+165
+5% +$12.8K 0.12% 75
2026
Q1 		$224K Buy
3,007
+495
+20% +$37.2K 0.14% 65
2025
Q4 		$201K Buy
+2,512
New +$175K 0.12% 70
2024
Q2 		– Sell
-3,896
Closed -$218K – 46
2024
Q1 		$218K Hold
3,896
– – 0.09% 39
2023
Q4 		$200K Buy
+3,896
New +$193K 0.22% 38

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Instrumental Wealth's EFV Position: Q2 2026 in Review

Instrumental Wealth increased its iShares MSCI EAFE Value ETF (EFV) stake by 5.5% in Q2 2026, buying an estimated $12.8K and bringing the position to 3,172 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #75.

Instrumental Wealth first reported a position in EFV in Q4 2023 and has held it in 5 quarters since. 738 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Instrumental Wealth held 3,172 shares of iShares MSCI EAFE Value ETF worth $243K as of Q2 2026.
  • Instrumental Wealth bought 165 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $12.8K.
  • iShares MSCI EAFE Value ETF made up 0.12% of Instrumental Wealth's portfolio in Q2 2026, its #75 holding.
  • Instrumental Wealth first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 5 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.