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

Intentional 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 		– Sell
-23,385
Closed -$1.74M – 315
2026
Q1 		$1.74M Buy
+23,385
New +$1.76M 1.62% 15

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Intentional Wealth Strategies sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 23,385 shares — an estimated $1.74M sold.

Intentional Wealth Strategies first reported a position in EFV in Q1 2026 and held it in 1 quarter. The position peaked at $1.74M in Q1 2026. 1,205 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 23,385 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.74M.
  • Intentional Wealth Strategies first reported a position in iShares MSCI EAFE Value ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's iShares MSCI EAFE Value ETF position peaked at $1.74M in Q1 2026.
  • 1,205 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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