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Integrated Wealth Management (Ohio)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Integrated Wealth Management (Ohio)’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 		$251K Buy
3,285
+200
+6% +$15.5K 0.27% 76
2026
Q1 		$229K Sell
3,085
-1,740
-36% -$131K 0.26% 88
2025
Q4 		$345K Buy
+4,825
New +$335K 0.39% 66

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

Integrated Wealth Management (Ohio)'s EFV Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) increased its iShares MSCI EAFE Value ETF (EFV) stake by 6.5% in Q2 2026, buying an estimated $15.5K and bringing the position to 3,285 shares worth $251K. The position accounts for 0.27% of the portfolio, ranked #76.

Integrated Wealth Management (Ohio) first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $345K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 3,285 shares of iShares MSCI EAFE Value ETF worth $251K as of Q2 2026.
  • Integrated Wealth Management (Ohio) bought 200 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $15.5K.
  • iShares MSCI EAFE Value ETF made up 0.27% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #76 holding.
  • Integrated Wealth Management (Ohio) first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealth Management (Ohio)'s iShares MSCI EAFE Value ETF position peaked at $345K in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.